Podcast Episodes

How UK Planners Can Advise Clients With US Assets

Matthew Samuel, UK Chartered Financial Planner and SEC Regulated Financial Planner at Titan Wealth International, has built a career across both the …

14 hours ago

I Switched From Investment Managment to Financial Planning £0 - £40m AUM in 3 years!

What does it take to leave a secure career, become self-employed and build a financial planning business managing close to £40 million in just three …

4 days, 15 hours ago

How the UK's Youngest Financial Adviser Built a £10 Million AUM Business Before 24 | Romany Youell

Romany Youell, Founder of The Finance Woman, qualified as the UK's youngest ever financial adviser at 18 after dropping out of college at 16. By 24 s…

1 week ago

Aycan Richards on Building and Exiting a Financial Planning Career in the Middle East | Titan Wealth

Aycan Richards, Chartered Financial Planner at Titan Wealth, spent 13 years building a financial planning career across Qatar and Dubai before making…

1 week, 4 days ago

How Financial Advisers Are Booking 3 to 5 Client Appointments a Week on LinkedIn | Louis Adkins

Most financial advisers already know they should be more active on LinkedIn. What they don't know is why what they're doing isn't working.

Free Linked…

2 weeks ago

LIBF Level 4 Qualification Deep Dive | John Somerville & David Tait

Why 30 to 39 Is the Best Age to Become a Financial Adviser 

Is 30 too old to start a career in financial planning?

A lot of people would say yes. The r…

2 weeks, 4 days ago

Mother and Daughter Financial Planners: Building a £100M AUM Partner Practice! Adele and Victoria Cable

What's the best age to become a financial planner?

Adele Cable changed career at 53, convinced she was nearly on the ‘scrapheap’. Victoria Cable start…

3 weeks ago

The Care Conversation Financial Planners Are Missing with Stephanie Leung of KareHero

Care costs up to £100,000 a year. 1 in 4 people in the UK sell their home to pay for it. And most financial planners are having the conversation far …

3 weeks, 4 days ago

International Career Advice from a Number 1 Financial Planner at Titan Wealth

Should UK financial planners be looking at the international advice market? Andreas Hollas has spent 13 years in Dubai building expertise that has no…

1 month ago

39% of people don't trust financial planners, take 'Adviser Advantage' test for free! | Chris Larkin, BigRock

Take the Adviser Advantage test here! 👈

Only 39% of UK adults trust financial services. 

For a profession built entirely on trust, that number should b…

1 month, 1 week ago