Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Introduction
00:00 • 2min
The Best Places to Stay in America
01:58 • 4min
The Crush Net Five Styles
06:02 • 3min
The Next Gen Podcast Wins the Financial Life Planner Award
08:58 • 4min
The Importance of a Cash Flow Plan
12:47 • 5min
The Good We Do
18:17 • 4min
The Importance of Investing Your Money
22:26 • 6min
The Impact of Cash Skims on Platforms
27:58 • 2min
The Voice Saving the Irish Financial Planning Community by Doing the Right Thing
30:24 • 3min
The Benefits of a Mastermind Group
32:56 • 6min
The Importance of Real Financial Planning in Ireland
38:36 • 4min
The Importance of Purpose in Retirement
42:59 • 2min
The Importance of Longevity
45:17 • 3min
The Importance of Getting Your Best Clients Into One Fund
48:14 • 6min
How to Communicate Effectively With Clients
54:02 • 2min
The Importance of Communication in Financial Planning
55:50 • 5min
How Metas Ireland's Blogs Have Improved Their Open Rates
01:00:25 • 5min
How AI Can Help You Segment Your Clients
01:05:34 • 3min
How to Guard Against Sequencing Risk in Retirement Planning
01:08:17 • 3min
The Importance of Planning for the Future
01:11:12 • 3min
The Importance of Summer Reading
01:14:29 • 3min
How to Win Friends and Influence People in Ireland
01:17:41 • 2min
The Rise and Fall of Sam Bankman Fried
01:20:00 • 5min