PFS Power Podcast

PFS Power Podcast - Episode 20 - Carla Brown by Personal Finance Society

PFS Power Podcast - Episode 21 - Amyr Rocha Lima by Personal Finance Society

PFS Power Podcast - Episode 19 - Catherine Morgan by Personal Finance Society

PFS Power Podcast - Episode 18 - Gretchen Betts by Personal Finance Society

PFS Power Podcast - Episode 17 - Will Robins by Personal Finance Society

PFS Power Podcast - Episode 16 - Tamsin Caine by Personal Finance Society

PFS Power Podcast - Episode 15 - Faith Liversedge by Personal Finance Society

PFS Power Podcast - Episode 14 - Julie Littlechild by Personal Finance Society

PFS Power Podcast - Episode 13 - Pete Matthew by Personal Finance Society

PFS Power Podcast - Episode 12 - Keith Richards by Personal Finance Society

PFS Power Podcast - Episode 11 - Brett Davidson by Personal Finance Society

PFS Power Podcast - Episode 10 - Chris Budd by Personal Finance Society

PFS Power Podcast - Episode 9 - Cathi Harrison by Personal Finance Society

PFS Power Podcast - Episode 8 - Rohan Sivajoti by Personal Finance Society

PFS Power Podcast - Episode 7 - Duncan Parkes by Personal Finance Society

PFS Power Podcast - Episode 6 - Natalie Wright by Personal Finance Society

PFS Power Podcast - Episode 5 - Alasdair Walker by Personal Finance Society

PFS Power Podcast - Episode 4 - Damien Rylett by Personal Finance Society

PFS Power Podcast - Episode 3 - Neil Parker by Personal Finance Society

PFS Power Podcast - Episode 2 - Ruth Sturkey by Personal Finance Society

PFS Power Podcast - Episode 1 - Anthony Villis by Personal Finance Society

In this episode, David Scarlett talks with Michael Smith, CEO of Chamberlyns. Michael started his firm at the tender age of 25. He made his first acquisition at age 26. He's a Chartered Financial Planner and Certified Financial Planner, and a Fellow of the Personal Finance Society.

Inspiring Leadership - Tina Weeks by Personal Finance Society

Inspiring Leadership - Marlene Outrim by Personal Finance Society

David Scarlett, The Soul Millionaire, talks to Matt Smith, Buckingham Gate Chartered Financial Planners. What to listen out for: -The conscious approach that unifies a team, especially in times of stress and crisis. -Four guidelines to communicating with your team, so that you're not guessing what's really going on in their minds and hearts. -Why proactive leaders have questioned and tested their business and personal priorities during 2020. -The leadership quality that allows treasured assumptions and traditions to be challenged … and blown clean out of the water. Key learning points -How we can improve our leadership role in the lives of our clients. -Why the assumption that leaders can go back to the Old Normal is neither realistic nor helpful. -The character component that is more important than any business strategy. -Why the leadership science called “Culture” must be at the core of your business if you're to survive future external challenges.

Inspiring Leadership - Jo Little by Personal Finance Society

Focus on impact, the money will come Catherine Morgan is a qualified financial adviser, and multi-award winning financial planner and financial coach. She is on a mission to change the financial services industry from one of complicated financial products to one that helps educate in simple language with no financial jargon. Her mission is to create confidence for people to think and behave differently with money by encouraging the financial services profession to focus on people not just products.

Inspiring Leadership Sharon Sutton by Personal Finance Society

David Scarlett, The Soul Millionaire, talks to David Jones, Vice President, Dimensional Fund Advisors, London. Key learning points: -Why inspiring leaders shine in a crisis. “A Smooth Sea Never Makes a Good Captain”. -How to know when you're micro-managing and how to overcome that behaviour. -What the behaviour you tolerate says about your leadership. -How to close the disconnect between the mission you're passionate about and the daily actions of the team ‘on the ground' -How to develop the future ‘leadership muscles' in your team members.

David Scarlett, The Soul Millionaire, talks to Russell Facer, Managing Director, threesixty. Key learning points: -How to keep in touch with what's really happening in your business … weekly, monthly -How to get your clients to help you develop better and better services -The importance of a strategy to develop the Leaders of The Future -Why a policy and commitment to Life Long Learning gives you a long term edge … and prepares you for the unexpected.

David Scarlett, The Soul Millionaire, talks to Philippa Hann, Head of Financial Services, Clarke Willmott. Key learning points: -Why assuming that you know your people and your clients is such a dangerous leadership stance. -How to create a team where everybody has a voice … and the best ideas emerge from every level of the team. -The one question that highlights whether the culture you're creating will attract the highest calibre of people to your team. -Three pointers to becoming an Inspiring Leader.

David Scarlett, The Soul Millionaire, talks to Russell Facer, Managing Director, threesixty. Key learning points: -Giving your team clarity of direction and expectation… guided by a clear, coherent business plan… designed to cope with a changing world. -Why command and control doesn't work long term in a 21st Century team. -How communication skills become even more important when you're leading people, not managing tasks. -Listening to your clients, to create even more desirable services during difficult times.

David Scarlett, The Soul Millionaire, talks to Chris Budd, Chairman of Ovation Finance, Founder of The Eternal Business Consultancy and Founder of The Initiative for Financial Wellbeing. Key learning points: -How to harness the brilliant creative thinking of your team, by shutting up and getting out of their way. -The empirical evidence that shows that leaders who do all the thinking and all the talking for their firms, actually put the brakes on the firm's development. -The three skills that are the minimum baseline for leadership in any industry or profession, particularly the Financial Planning profession. -How to hold both you and your business accountable for its innovation, it's excellence, it's fulfilling culture, and its commercial performance. -How to create a business which delivers happiness and joy for your clients and for your team.

David Scarlett, The Soul Millionaire, talks to Chris Budd, Chairman of Ovation Finance, Founder of The Eternal Business Consultancy and Founder of The Initiative for Financial Wellbeing. Key learning points: -How to magnify your leadership impact by removing your leadership ego. -What new skills tomorrow's Financial Planning firms will choose to adopt and how that will completely change the face of Financial Planning in the UK. -What culture is, how to develop it and why it creates a magnetic business which stands out from its peers. -How to deal with difficult team members, giving them a chance to flourish or to leave with dignity. The toxic dangers of leaders not being accountable to anybody but themselves.

David Scarlett, The Soul Millionaire, talks to Ruth Sturkey, Client Director London, Paradigm Norton. Key learning points: -When leaders get out of the way of their people … the business has a chance of rising to new heights. -Making every decision in the light of a clear, written culture creates the power to rise above self-serving business performance. -Every successful strategy is founded upon first nuturing successful relationships. -Recruit well. Train and develop carefully. Face up to tough leadership decisions.

POWER Podcast launched today on pfspower.org, the Personal Finance Society's POWER of Financial Planning website. David Scarlett, The Soul Millionaire, begins a series of conversations with Inspiring Leaders. The first is with Alan Smith, CEO of Capital Asset Management, a Financial Planning firm established in the City of London in 2004. Key learning points: -The importance of making culture the conscious written foundation for any attractive business. -The exponential benefit of attracting, recruiting and nurturing a team of ‘A-players'. -How to get out of the way of your team's potential. -How to develop a scalable, sustainable business by nurturing tomorrow's talented leaders.