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This series of podcasts is aimed at professional financial planners, advisers and paraplanners in the UK.
We talk all things Certified Financial Planner in the UK and globally. We talk to CFP professionals and get tips and inspiration on how and why becoming a CFP professional has been the best thing they've every done!
We also talk to those new to the profession and follow their journeys at different points in their professional lives.
We talk all things Certified Financial Planner in the UK and globally. We talk to CFP professionals and get tips and inspiration on how and why becoming a CFP professional has been the best thing they've every done!
We also talk to those new to the profession and follow their journeys at different points in their professional lives.
Presentadores:
Frecuencia de actualización:
weekly
Duración media del audio:
35 minutes
Entrevistas a invitados
Inglés
Estados Unidos
98 episodios
desde 25 de agosto de 2021
episodic
ÚLTIMO EPISODIO 🔗
For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com
In this final episode of series 12 of #YourFinancialPlanningMaestro #podcast we talk to Aaron McAuley CFP from GSB Global Wealth Management about his journey to become a CFP professional…
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For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com
In this week's #YourFinancialPlanningMaestro #podcast we talk to Michelle Lambell CFP from The Minster Partnership about her journey to become a CFP professional.
Listen now to find out:
…
For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com
In this week's #YourFinancialPlanningMaestro #podcast we talk to Jordan West CFP from True Potential Wealth Management about his journey to become a CFP professional.
Listen now to find out:…
For more podcasts or to sign up for one of our popular courses, go to: LockieConsultants.com
In this week's #YourFinancialPlanningMaestro #podcast we talk to Matt Odell CFP from Atlas Personal Wealth Management about his journey to become a CFP professional.
Listen now to find out:
1…
For more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.com
In this week's #YourFinancialPlanningMaestro #podcast we talk to Henry Anderson CFP at Parallel Wealth Management Group about his journey to become a CFP professional.
Listen now to find out:
1.…
For more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.com
In this week's #YourFinancialPlanningMaestro #podcast we talk to Gregor Munro CFP at Sunflower Financial Planning about his journey to become a CFP professional.
Listen now to find out:
1. Know y…
For more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.com
In this week's #YourFinancialPlanningMaestro #podcast we talk to David Vance CFP at Bloomsbury Wealth about his journey to become a CFP professional.
Listen now to find out:
1. The importance of ex…
For more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.com
In this week's #YourFinancialPlanningMaestro #podcast we talk to Dan Haylett, Director at TFP Financial Planning, about his financial planning career and why he's written a new book.
Listen now to f…
For more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.com
In this week's #YourFinancialPlanningMaestro #podcast we talk to Mitch Forster CFP at Abacus Wealth Management about his journey to become a CFP professional.
Listen now to find out:
1. Time manageme…
For more podcasts or to sign up for one of our popular courses, go to:LockieConsultants.com
In this week's #YourFinancialPlanningMaestro #podcast we talk to Lachlan Bursle CFP at Create Financial Solutions about his journey to become a CFP professional.
Listen now to find out:
1. The import…
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