# Amyr Rocha
Principales episodios de podcast
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Top podcast episodes featuring amyr rocha.
Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima
Amyr Rocha Lima joins today's episode to discuss the importance of doing intentional work and overcoming self-limiting beliefs to achieve success. It's time that you "stop the noise" and not be influenced by negative external factors or opinions. Instead, Amyr encourages listeners to focus on doing…
DIYers, Navigating Challenges and Delivering Value in Client Interactions
Have you considered the effectiveness of the one-page financial plan in demonstrating value to prospects, especially DIYers? By setting clear guidelines and delivering actionable advice, financial advisors can provide much-needed assistance to clients while ensuring they stay on track toward their …
PFS Power Podcast - Episode 21 - Amyr Rocha Lima
PFS Power Podcast - Episode 21 - Amyr Rocha Lima by Personal Finance Society
When The Penny Dropped: From Product Sales to Doubling Down on Being Human with Amyr Rocha-Lima [Ep28]
![When The Penny Dropped: From Product Sales to Doubling Down on Being Human with Amyr Rocha-Lima [Ep28]](https://cdn-images-3.listennotes.com/podcasts/the-innovating-advice-show-kate-holmes-Fk4GKPcXbw8-VgfZCuxeP0z.300x300.jpg)
Most people enter financial services and begin selling financial products. Many remain there through their career, or get disillusioned and leave the industry. In this episode, Amyr Rocha-Lima shares his career journey and when the penny dropped for him, realizing that the value he brings can only …
S1:E2 Certified Financial Planner professional, Amyr Rocha Lima talks about the impact of going through the CFP process and how he gives better advice to his clients now
In this podcast we talk all things Certified Financial Planner Professional certification with Amyr. Amyr earned his CFP professional certification two years ago and during this interview he shares his story about his "Ah ha!" moment that so many financial planners have when undertaking the require…
Series 1 Highlights Part 1
This week, as we gear up to bring you the eagerly anticipated series 2 of the Adviser Gap podcast, we are delighted release a highlight reel featuring some of our favourite insights from the excellent guests who have joined us so far.
As there was so much shared throughout the series, we will be s…
Coronavirus Special - Dealing with Black Swan events as a younger planner
We live in strange times. Unprecedented, unique times. It is fair to say that nobody in the financial planning profession today has lived and worked through a period such as that we are facing now. Coronavirus continues to spread around the globe, stock markets are experiencing volatility the likes…
Why do you want to be a financial adviser?
In this episode, James and Sean discuss why they wanted to be financial advisers and their personal journey to finding their 'why'.
This week, the hosts are joined by Amyr Rocha-Lima, Chartered Financial Planner and Partner at Holland Hahn & Wills, based in Kingston Upon Thames.
Amyr has over 10 …
Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima
In this episode, Abraham interviews Amyr Rocha Lima, the managing director of Strategic Wealth Partners.
They discuss the journey of young financial planners and the challenges they face in the industry. They also explore the trend of frustrated succession plans and the reasons behind their failu…
Amyr Rocha Lima - Strategic Wealth Partners
This week on The Financial Planning Podcast, host Lewis Byford sits down with Amyr Rocha Lima, Managing Director and Chartered Financial Planner at Strategic Wealth Partners. Amyr is a multi-award-winning financial planner, specialising in helping professionals aged 50+ to reduce taxes, invest smar…
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