Ep. 09 - How a Nigerian Immigrant Built a Successful Financial Planning Business in Australia ft. Victor Idoko

17/06/2024 26 min Temporada 1 Episodio 9
Ep. 09 - How a Nigerian Immigrant Built a Successful Financial Planning Business in Australia ft. Victor Idoko

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Episode Synopsis

In this episode, we have Victor Idoko, CFA and Founder of CFV Services, a firm that helps clients live a more rewarding and fulfilling life through proper financial planning and investment management.Victor shares his journey from a humble upbringing in Nigeria to building a successful financial planning business in Australia and the value of having structure and discipline instilled from a young age.He also talks about the impact of regulatory changes on the financial planning industry, the challenges and triumphs of running a business as a financial planner, and the crucial balance between wealth, health, and relationships to achieve a fulfilling life.If you want to learn how to balance wealth, health, and personal relationships to lead a meaningful life, then make sure to listen to this episode!----- SHOW NOTES LINKShttps://www.linkedin.com/in/victor-idoko-cfa-a5799076/ https://cfvservices.com.au/ https://www.facebook.com/cfvservices/ https://www.instagram.com/cfvservices/ https://www.linkedin.com/company/cfv-services/ https://www.youtube.com/channel/UCKgPfneIj483L-2n-RhnZVw -----  LISTEN TO THE PODCASTSpotify: https://spoti.fi/3QTXo7s Apple Music: https://apple.co/46dyEeI Google Podcast: https://bit.ly/3QFkw8A Amazon Music: https://amzn.to/40Akwv8 YouTube: https://www.youtube.com/channel/UCVeRalAVOkGHYLfciZy_5Xg  ----- FIND US HERE Website: https://solveaccounting.com.au/ Facebook: https://www.facebook.com/profile.php?id=61550067431709 Instagram: https://www.instagram.com/philkhao/ LinkedIn: https://au.linkedin.com/in/philipkhao   ----- CONTACT USPhone: (02) 8197 1733Email: [email protected]  ----- TIME STAMPS:00:00 - INTRO01:26 - Growing Up in Nigeria04:12 - The Boarding School Experience06:28 - Migrating to Australia07:33 - Victor's Reason Behind Becoming a Financial Planner09:09 - The Catalyst for CFV Services10:19 - De-stigmatising Financial Planning11:58 - The Must-Knows When Starting Your Own Business13:28 - First Year of Running CFV Services Vs Now15:24 - Navigating Business Challenges16:50 - The Difference Between a Good Leader Vs Good Manager17:28 - The Vision for CFV Services19:23 - Victor's Tips on Scaling Your Business22:14 - Living a Rewarding & Fulfilling Life + Plans for the Future26:04 - Outro ----- DISCLAIMER The information provided in this podcast is for genera

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