18 - Critical Non-Essentials

1

Introduction

00:00 • 5min

2

The Importance of Investing for Retirement Planning

05:02 • 3min

3

The Curse of Knowledge

07:58 • 2min

4

The Importance of Guaranteed Income Products

09:47 • 3min

5

The Trappist's Journey

12:24 • 2min

6

The Premier Conference for Financial Advisors in the UK

14:11 • 2min

7

The Elegant, Elegant Exit

16:12 • 5min

8

The Importance of Maintaining Control

21:22 • 4min

9

Neil Woodford: The Best Active Fund Manager in the UK

24:54 • 1min

10

The Woodford Story

26:20 • 5min

11

The Arrogance and Hubris of Irish Life

31:15 • 3min

12

The Disruption of the Irish Market

34:05 • 2min

13

The Importance of RDR in Financial Planning

36:21 • 3min

14

The Importance of Proper Financial Planning

39:30 • 6min

15

The Psychology of Rugby

45:23 • 2min

16

How to Improve the Client Experience in Financial Services

47:06 • 2min

17

How to Give Your Clients a Good Experience

48:59 • 3min

18

How to Make Your Client Meetings Like a Michelin Star Experience

52:04 • 6min

19

The Importance of Initial Onboarding

57:58 • 5min

20

How to Execute Your Five Year Plan

01:03:14 • 2min

21

How to Invite Clients to Your Office for a Financial Planning Meeting

01:04:49 • 2min

22

How to Be a Successful Advisor

01:06:23 • 5min

23

How to Avoid Crossover in the Advice Planning Process

01:11:53 • 4min

24

Alex Ormousie's Culture Corner

01:15:27 • 7min