Financial Life Coaching in a large practice - Stephen Jones
The Financial Life Coach Podcast - A podcast by The Financial Planning Training Academy
How adopting Financial Life Coaching approach has increased AUM from £50mill to £500 mill in 7 years Why £500mill isn’t nearly enough and what the goal for Copper Parry wealth is now Why Costa / Starbucks, a giant pink bull and a running track creates perfect environment for clients and staff Why 80/20 is the flexibility provided to planners and that the flexing is for clients Why the pre meeting or ‘right fight meeting’ is face to face and in their office How they review and refine the questions that they ask. How we eventually work out what Stephen does!! @wealthcp
