E16: Journey through Financial Planning with Ian Richards

29/10/2024 45 min Temporada 1 Episodio 16
E16: Journey through Financial Planning with Ian Richards

Listen "E16: Journey through Financial Planning with Ian Richards"

Episode Synopsis

Today we speak to Ian Richards, Chartered Financial Planner and Founder of Work to Live Financial Planning. We discuss how Ian found his way into Financial Planning, why financial planning is the best job in the world and how the profession is leading the way in customer service. We also discuss how Ian set up his own financial planning firm and started to pick up his first clients.Finally, we discuss the use of social media and why coaching is the next evolution in Financial Planning.Ian Richards FPFShttps://www.linkedin.com/in/worktolivefp/ Private Client Networkhttps://www.privateclientnetwork.co.uk/ https://www.linkedin.com/company/private-client-network/ https://www.instagram.com/private_client_network/ https://www.youtube.com/@ThePrivateClientPodcast Host: Charlie Chamihttps://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ Host: Simon Tuttonhttps://www.linkedin.com/in/simontutton/