The Financial Life Coach Podcast

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For Financial Advisers and Planners

  • 1 hour 13 minutes
    Man’s search for Significance and Purpose - with Jason Butler

    Jason Butler @jbthewealthman www.Jason-butler.com www.generationnext.uk

    • We hear why Jason had to “move on” from the firm that he founded
    • About the emotional toll before and after exit
    • His 3 tips for exiting a business
    • What he would have done differently
    • How to not make it personal and keep the eyes on the prize.
    10 September 2020, 6:30 pm
  • 1 hour 16 minutes
    “If at first you don’t succeed.....” - Marlene Outrim
    • In this POD we learn about the two successful acquisitions UNIQ has made.
    • We hear about the lessons learnt from the two that didn’t complete.
    • We hear about the importance of having your own ship in order.
    • The value of a really good lawyer
    • The challenge of managing the former owner relationship.

    Marlene Outrim Founder and Managing Director UNIQ Family Wealth @UNIQfw

    29 August 2020, 12:02 pm
  • True entrepreneurs seek and live for the challenge - with Michael Smith
    • Why Michael started buying businesses as soon as he opened his business
    • Why he is a true entrepreneur
    • How he designs and maintains his culture
    • Acquisition is not a solution for an underperforming business
    • An update on the 25 year plan

    ‪@Chamberlyns_MS ‬

    21 July 2020, 8:00 pm
  • 1 hour 13 minutes
    True entrepreneurs seek and live for the challenge - with Michael Smith
    • Why Michael started buying businesses as soon as he opened his business
    • Why he is a true entrepreneur
    • How he designs and maintains his culture
    • Acquisition is not a solution for an underperforming business
    • An update on the 25 year plan

    ‪@Chamberlyns_MS ‬

    21 July 2020, 8:00 pm
  • 1 hour 26 minutes
    It’s all the planning - Neil & Helen Bailey

    Neil & Helen Bailey @Fortitude_Neil Fortitude Financial Planning

    • It’s all in the planning
    • Why a personal life plan is needed first to exit a business
    • Why good business practice is needed no matter what option is chosen to exit
    • How being honest and starting early will stand you in good stead
    • Why shared values trump everything
    7 May 2020, 8:00 pm
  • 1 hour 9 minutes
    Boiling The Frog Slowly - with Ruth Sturkey

    @RuthSturkey

    • Learn how Ruth built The Red House
    • Ruth explains the drivers behind and motivations for her exit
    • She shares how Paradigm Norton were the firm for her
    • The challenges she faced and biggest lessons and lots of tips
    30 April 2020, 8:00 pm
  • 1 hour 25 minutes
    Lee Robertson - selling to the team, protecting the business for them and their clients

    Lee's advice when you are planning to sell and exit your business

    1. Start early
    2. Have grown up discussions
    3. Have those facilitated by the company lawyer
    4. Decide on how and when to involve the team, don't wait for them to find out
    5. Don't make it personal
    6. Keep it honest and transparent
    7. Pay for the best possible advice

    @leerobertson64

    8 April 2020, 2:31 pm
  • 1 hour 8 minutes
    Mergers, acquisitions and EOT’s - Barry Horner

    Barry Horner - CEO - Paradigm Norton

    @paradigmnorton

    • Damien discusses with Barry how the firm has grown to an ÂŁ8M turnover professional services firm.
    • The two types of acquisition the firm have made.
    • How they joined forces with the Red House.
    • The lessons learned.
    • How selling the firm to an EOT has ticked so many boxes.
    11 March 2020, 8:00 pm
  • 1 hour 27 minutes
    All good things come to those that wait - Damien Rylett

    Damien Rylett - CEO- Brunel Capital Partners

    @damienrylett

    • In this episode I speak to Damien about the acquisition his firm made in 2016.
    • We discuss the challenges he faced and overcame, what went well and what he would do differently next time.
    • We hear how the deal was valued and funded and how an SPA can be amended afterwards, to reflect the real world.
    26 February 2020, 9:00 pm
  • 1 hour 5 minutes
    To buy or to sell. That is the question - Rob Stevenson

    Rob Stevenson kingmakersgroup.co.uk @RobS_Kingmakers

    • We chat through the current market for buyers and sellers
    • We discuss traditional and new sources of funding for purchases
    • We touch on some of the challenges facing the profession in terms of retirement and demographics.
    • Rob shares his thoughts on the metrics being used to value financial advice businesses
    12 February 2020, 8:00 pm
  • 4 minutes 24 seconds
    Season 3 - Intro

    Have a sneak peak into Season 3 of Financial Life Coach Podcast with Damien Rylett

    5 February 2020, 8:00 pm
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