Your Financial Planning Maestro

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠In 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 management is critical 2. Spreadsheets are the foundation of your plan 3. How the process changed my professional approach 4. Why I prioritise protection cover conversations 5. Why you shouldn't fear failure6. How to maximise your efforts for your first submission to make the second less workThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠LockieConsultants.com⁠In 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 importance of client focused communication 2.The value of perseverance and learning from failure 3. How to manage your time and prepare properly for CFP 4. How to refine the assumptions used in financial plans 5. Why you should seek support and collaborationThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠LockieConsultants.com⁠In this week's #YourFinancialPlanningMaestro #podcast we take a week's break from CFP to talk to Emma Boardwell of Emotional Finance about what we can do to improve our interactions with clients.Listen now to find out: 1. The importance of building the conditions of trust when giving advice 2. Why we should improve our emotional and relational skills when giving advice 3. Why financial planning should be a co-created process 4. The impact of poor client engagement on financial outcomes 5. Learn the practical steps that advisers and paraplanners can take to improve their client interactionsThis episode is packed full of practical tips to help you become a better financial planner with deeper client relationships.#CFP #CertifiedFinancialPlanner #CISI #OnlineCoursesEmma's bio: https://www.emotionalfinance.co.uk/about

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠LockieConsultants.comIn this week's #YourFinancialPlanningMaestro #podcast we talk to Matt Taylor CFP, recent winner of the Octo Member Nick Cann aspiring young planner award, at Key Financial Planning.Listen now to find out: 1. The importance of setting strong foundations 2. How to learn from failure and seek guidance 3. How to take a holistic approach 4. How much effort and commitment is required anyway?! 5. Why you should adopt a 'sponge' mentality.This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

In this week's #YourFinancialPlanningMaestro #podcast we talk to Imran Kalam CFP at Rhodes Wealth Management.Listen now to find out: How to utilise your non-financial planning skills to pass CFP.Why committing to lifelong learning makes the difference.How to adopt a truly holistic perspective.How to master the assumptions (or not).Leverage support and stay adaptable.This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.For more podcasts or to sign up for one of our popular courses, go to:⁠ ⁠LockieConsultants.com⁠⁠Imran's bio: https://rhodeswealthmanagement.co.uk/team/#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠LockieConsultants.com/your-financial-planning-maestro-podcast⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Paul McCabe CFP at Acumen Financial Planning.Listen now to find out:How golf skills translate into financial planningHow to use your support network to benefit youKey preparation and strategies to passThe impact of the process on personal growthThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.⁠Paul's bio⁠#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠LockieConsultants.com/your-financial-planning-maestro-podcast⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Tristan Johnson CFP at McKenzie & Co Financial Consultants.Listen now to find out:How to take a practical approach to the assessmentHow to apply a holistic approach to passHow to overcome the various challenges with the case studyHow to simplify your financial plan to be successfulThe future impact of Consumer Duty on financial planningThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.Tristan's bio#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠LockieConsultants.com/your-financial-planning-maestro-podcastIn this week's #YourFinancialPlanningMaestro #podcast we talk to Kelly Selby CFP paraplanner at Amber Wealth Creation.Listen now to find out:Preparation is keyHow to manage your time strategicallyPrioritise cashflow planningHow to embrace and apply feedbackThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.Amber's bio#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

In this week's #YourFinancialPlanningMaestro #podcast we talk to Tracy Vegro, CEO of Chartered Institute for Securities and Investment and Carly Dunningham CFP, Director of Financial Planning at Verso Wealth management and chair of the CISI FP Forum Committee about this month's finance initiative to offer free advice and help to the public. Listen now to find out: 1. What is Financial Planning Week and how the public can benefit. 2. How you can seek free advice from CFP professionals - there's no catch! 3. How to sign up to get advice and what to think about before the meeting. 4. What CFP professionals in the UK can do to help. This episode is to help get the message out to the public about Financial Planning Week and also a call to action for CFP professionals to sign up to help. Sign up here for the free advice surgeries and get unbiased help with your finances. For more podcasts or to sign up for one of our popular courses for financial professionals, go to:⁠ LockieConsultants.com⁠ (https://www.lockieconsultants.com/) #CFP #CertifiedFinancialPlanner #CISI #FPWUK

In this week's #YourFinancialPlanningMaestro #podcast we talk to Louis Ewart CFP at Ewart & Bridgeman Advisers. Listen now to find out: How to prepare for your case study to maximise your chances of passing. Early preparation can help you be successful. How to obtain clarity during the process. How it can benefit your client advice afterwards. This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro. For more podcasts or to sign up for one of our popular courses, go to:⁠ LockieConsultants.com⁠ #CFP #CertifiedFinancialPlanner #CISI #OnlineCourses Louis's bio: Back in the 80s, when the industry was nascent relative to what it is now, Louis’ grandmother was a financial adviser, having emigrated from Denmark after World War 2. Following the footsteps of his Dad, who joined the industry in the mid-90s, Louis is in fact the 3rd generation of his family to be a financial adviser (aka planner). Their family practice is called Ewart & Bridgeman Advisers, with their office in London and clients located around the country. If you were to ask what he likes most about his role, he would say it’s the interplay between socialising with clients, being analytical when not with clients, and the satisfaction of finding solutions to complex personal finance problems. Outside of work Louis recently got into scuba diving, so the occasional long-distance trip with a dive school is something that he looks forward to – this also requires planning for, unsurprisingly. Closer to home, he enjoys meandering through Southwest London, ticking off the multitude of pubs and restaurants in the area. Luckily several close friends now live in London, so he’s in good company.