19 - Onboarding Pt1 - Getting To Know You

1

Introduction

00:00 • 2min

2

The Real Deal

02:07 • 2min

3

How to Be a Guest Host on a Podcast

04:12 • 2min

4

The Best Podcast for the Financial Planning Profession

05:48 • 2min

5

How to Be a Successful Personal Finance Podcaster

07:38 • 3min

6

How to Be a Successful Podcast Host

10:15 • 2min

7

The Importance of Annual Fees and Charges Disclosure

11:56 • 3min

8

The Balance Between Disclosure and Disclosure

14:33 • 2min

9

The Differences Between Irish and UK Cultural Differences

16:51 • 2min

10

The Importance of RDR

18:34 • 2min

11

How to Charge a Fund Manager to Invest

20:24 • 3min

12

Warren Buffett and Charlie Munger

23:31 • 2min

13

The Hum Conferences Are Selling Well in South Africa

25:09 • 2min

14

The Client Journey

27:04 • 3min

15

The Best Practices of Nick Murray

29:36 • 3min

16

The 62 Question Discovery Meeting Process

32:55 • 4min

17

How to Review a Relationship With a Financial Advisor

36:36 • 4min

18

How to Be a Successful Entrepreneur

40:31 • 2min

19

The Importance of Having a Bucket List

42:10 • 2min

20

How to Set Goals in Your Office

43:58 • 1min

21

How to Find the Booking Process

45:26 • 2min

22

How to Be a Successful Financial Advisor

47:11 • 2min

23

How to Qualify for a Financial Advisor

49:04 • 2min

24

How to Engage With a Financial Advisor

50:53 • 2min

25

The Importance of Having a Discovery Meeting

52:53 • 2min

26

The Risk of Running Out of Money

55:07 • 2min

27

The Risk Assessment Questionnaire

56:55 • 2min

28

How to Get a New Client on Board as an Investment Company

59:15 • 2min

29

The First Strategy Meeting

01:01:23 • 2min

30

The Importance of Being Independent

01:03:51 • 2min

31

The Gold Standard for Financial Planning

01:05:44 • 3min

32

How to Be an Independent Financial Advisor

01:08:30 • 2min

33

The Systemic Risk of Passive Investing

01:10:24 • 2min

34

The Rise of Passive Investing

01:12:14 • 3min

35

The Importance of Asset Allocation

01:15:10 • 2min

36

How to Grow Your Business Through Referrals

01:17:02 • 2min

37

The Trap Hack

01:18:37 • 2min

38

The Importance of Optimism

01:20:51 • 3min

39

Against the Rules by Michael Lewis

01:23:27 • 2min

40

The Rise of the Crypto World

01:24:58 • 2min