Videos

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Why not keep up with investment strategies, market conditions and retirement income sciences in one place! Check out our videos on these agendas below.

FEATURED VIDEOS

Seb Dovey: How the wealthy choose a financial planner

Seb Dovey: How the wealthy choose a financial planner

https://finalytiq.wistia.com/medias/wlehjfj7wi?embedType=iframe&videoWidth=800 What Seb Dovey doesn't know about wealthy individuals is probably not worth knowing. He's dedicated his entire career to studying the behavioural patterns of High Net Worth (HNW) and...

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Christmas Special

https://finalytiq.wistia.com/medias/j2fl0cqpuh?embedType=iframe&videoWidth=800 Thank you all for being amazing in 2014! Wishing you and yours a very Merry Christmas and a wonderful New Year!

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Chris Daems: Why We Are Moving Our Clients To Fixed Retainer Fees

Chris Daems: Why We Are Moving Our Clients To Fixed Retainer Fees

https://finalytiq.wistia.com/medias/ayhnew222t?embedType=iframe&videoWidth=601   In this latest Adviser Hangout video, I talk to Chris Daems of Principal Financial Solution about his decision to move all the firm’s private clients to a monthly retainer fee,...

Simon Chamberlain: £8bn AuM (In 5 Years) And Counting

Simon Chamberlain: £8bn AuM (In 5 Years) And Counting

Simon Chamberlain, Chief Executive of Succession Group talks to Abraham Okusanya about how his earlier training in the industry prepared him for the current challenge of running a business that now looks after £8 billion of clients' money....

Paul Armson: Financial Planning Conferences Need A Rethink

Paul Armson: Financial Planning Conferences Need A Rethink

https://finalytiq.wistia.com/medias/jkzwj4p46y?embedType=iframe&videoFoam=true&videoWidth=600   In this video, I speak to Paul Armson of InspiringAdvisers about why he thinks the current model of running financial planning conferences is broken. Paul...

Matt Anderson: The Right & Wrong Ways To Ask For Referrals

Matt Anderson: The Right & Wrong Ways To Ask For Referrals

https://finalytiq.wistia.com/medias/5a30dladdz?embedType=iframe&videoWidth=640 In this video, I interviewed  Matt Anderson of The Referrals Academy on the most effective ways for financial planners to ask their clients for referrals. Matt is a referral expert,...

Holly Mackay: The Rise of Vertically Integrated Models

Holly Mackay: The Rise of Vertically Integrated Models

https://finalytiq.wistia.com/medias/h5n8b6wvur?embedType=iframe&videoWidth=640 In this interview, Platforum's Holly Mackay talks about the losers and winners from RDR so far. According to a new report by the Platforum titled The RDR – So How Was It for You, Baby?,...

Steve Billingham: Getting Referrals From Accountants/Solicitors

Steve Billingham: Getting Referrals From Accountants/Solicitors

https://finalytiq.wistia.com/medias/icy363o7qx?embedType=iframe&videoWidth=640 Partnerships between Financial Planners and Accountants/Solicitors should be a marriage made in heaven, according to Steve Billingham, author of a new book titled Professional...