Podcasts about first wealth

  • 28PODCASTS
  • 33EPISODES
  • 37mAVG DURATION
  • 1MONTHLY NEW EPISODE
  • Mar 28, 2024LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about first wealth

Latest podcast episodes about first wealth

The Financial Planner Life Podcast
Redefining Financial Planning Through Diversity and Education with Guest Phoebe Ellis

The Financial Planner Life Podcast

Play Episode Listen Later Mar 28, 2024 52:42 Transcription Available


Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector. Her path, influenced by personal connections and a drive for inclusivity, echoes throughout our discussion, offering a fresh perspective on finding one's niche in the often-intimidating world of finance. At First Wealth, Phoebe's story unfolds within a firm that prides itself on being a B Corp, valuing impact on society and the environment as much as client satisfaction.Navigating the financial industry is no small feat, yet Phoebe does so with grace, balancing client engagement and advisor support within First Wealth's unique 'pod' system. Her candid sharing of the challenges and triumphs of pursuing professional qualifications, like the CII Level 4 Diploma in Regulated Financial Planning, underscores the importance of resilience in personal growth. Her position as a B Corp leader further illuminates how non-traditional roles within finance can spearhead positive change, proving that every team member can have a profound influence on a company's ethos and action.This episode takes a sharp turn into the significance of diversity and inclusive financial education, both of which are transforming the finance landscape. As Phoebe discusses initiatives like Thrive, co-founded by Robert Kaplan, it becomes clear that democratizing financial advice is not just a dream but an actionable goal. The platform's mission to break cycles of financial illiteracy is a testament to the evolving face of finance—one that embraces different backgrounds and strives for an inclusive future. Whether you're in the financial sector or simply curious about the people that shape it, Phoebe's insights offer a compelling narrative on the power of inclusion and education.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereCheck out the 2023 Financial planning Salary Guide here. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth
Dr. Matt Archer On Seven Unexpected Solutions To Ensure Your Health Is Your First Wealth (#315)

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth

Play Episode Listen Later Mar 11, 2024 45:07 Transcription Available


“Your health is your wealth.” - Matt ArcherIn this episode of the Deep Wealth Podcast, host Jeffrey Feldberg talks to Dr. Matt Archer, chiropractor and author of 'The Protocol for Health: Seven Unexpected Solutions'. They discuss the connection between optimal health and financial wealth, focusing on the impact of lifestyle choices and dietary habits on overall well-being. Dr. Archer emphasizes the importance of a balanced, nutrient-rich diet along with simple physical activities such as walking. He also highlights the role of managing stomach acid and gut health in nutrient absorption. The conversation also touches on the healthcare industry and common misconceptions about health, like the belief that ill health is a natural process of aging. Dr. Archer encourages listeners to prioritize their health to unlock deep wealth.02:44 Dr. Matt's Journey into Chiropractic and Applied Kinesiology04:30 The Skeptical Approach to Muscle Testing and Health05:53 The Protocol for Health: Seven Unexpected Solutions11:56 The Importance of Health in Business Success13:05 The Misconceptions of Modern Medicine18:18 The Protocol for Health: Walking and Zinc Deficiency19:05 The Impact of Weak Stomach Acid and Intestinal Infection23:39 The Importance of Blood Sugar Stability25:11 Understanding the Role of Adrenals and Cortisol27:07 The Complexity of the Human Body and Health28:10 The Process of Working with a Health Coach29:44 The Journey to Optimal Performance and Health31:58 The Importance of Time Investment in Your Health37:05 The Power of Simple Health Changes40:40 The Importance of Health as Your First WealthClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEThe Protocol for Health, by Matt Archer, D.C., Self-help bookMatt Archer, D.C. | FacebookMatt Archer, D.C. - YouTubeFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth StratResources To Have You Thrive And ProsperLooking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit. Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info. Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success. Looking forward to helping you unlock the riches and success you deserve! https://www.deepwealth.com/thriveContact Deep Wealth: Client testimonials The Deep Wealth Strategy Map LinkedIn Instagram Subscribe to The Deep Wealth Podcast Help us pay it forward by leaving a review.May you continue to thrive and prosper while remaining healthy and safe!

Building Fortunes Radio with Host Peter Mingils
Peter Mingils and Joan Clarke First Wealth Gemz Building Fortunes Radio Show

Building Fortunes Radio with Host Peter Mingils

Play Episode Listen Later Jan 20, 2024 29:00


Peter Mingils and Joan Clarke on the First Wealth Gemz Radio Show on Building Fortunes Radio. Peter Mingils introduces The Wealth Gemz Radio Show hosted by Joan Clarke and her daughter Karlene Brown on this new segment of Building Fortunes Radio. Joan Clarke retired from her regular career and is creating a new chapter with Wealth Gemz.  You can listen in as she explains her home based business to build wealth and then also workingh with her daughter Karlene as she also builds a jewelry business. This is quite a combination and you can hear the radio show on building Fortunes Radio. https://www.buildingfortunesradio.com/wealthgemz  Joan Clarke is also posting her interesting business and  articles on her Wealth Gemz website. https://wealthgemz.com 

radio show clarke gemz first wealth building fortunes
How To Be...Books Podcast
Why we fear money - Women Talk Money editor Rebecca Walker

How To Be...Books Podcast

Play Episode Listen Later Aug 27, 2023 50:44


The fear of talking about money is a complex phenomenon influenced by various psychological, cultural, and societal factors, as discussed with prominent writer, activist and editor of Women Talk Money, Rebecca Walker on the "How To Be Books Podcast."Please hit subscribe to hear the whole series on life skills and social change! It should be short and sweet. I look forward to journeying with you through this maze of hacks.Other wonderful guests who took part:Phoebe Ellis is Head of Operations at Thrive Money, set up by the team at First Wealth, which helps to improve financial education and break down the taboos around money with a focus on women and younger people.Jay runs YorkshireFinances.co.uk.Other books/articles looked at:Tori Dunlap: Financial Feminist: Overcome the Patriarchy's Bullsh*t to Master Your Money and Build a Life You Love

Humans of Fintech
S6 Ep2: The First Wealth Management App for Couples, with Plenty Co-Founder & CEO, Emily Luk

Humans of Fintech

Play Episode Listen Later Aug 2, 2023 31:50


How much money do you need to have a child? What, exactly, should your finances look like before you consider buying a house? How much should you save for a wedding? You shouldn't have to pay $1000 or more to find out the answers to these questions from a financial planner— and Emily Luk, CEO and Co-Founder of Plenty, has designed the first platform designed with couples' finances in mind.She and Nicole chat about the current state of wealth management for couples and how, with over 65% of millennial couples partnering up, it's more relevant than ever before. Emily explains her journey to developing Plenty and what she hopes will be the start of greater access to wealth management planning for demographics of all kinds. Get Early Access to Plenty: https://www.withplenty.com Follow Emily: LinkedIn: https://www.linkedin.com/in/emilylukca/ Follow Nicole:LinkedIn: linkedin.com/in/nicole-casperson-0820a5133/Twitter: https://twitter.com/nicolecasperson And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintech Thank you so much! You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/ And if you've enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth
Dr. Sawiak, Thought Leader And Functional Medicine Doctor, Reveals How To Make Our Health Our First Wealth (#233)

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth

Play Episode Listen Later May 29, 2023 42:14 Transcription Available


“Questions the so-called health authorities and ask the question “why” - Dr. Oksana SawiakDr. Sawiak retired from Biologic Dentistry, where she was the first woman in the world to achieve the Master of the Academy of Dentistry.Seeing a need for people to make more educated choices to protect their health, she pursued her Doctor in Integrative Medicine and now practices Integrative Wellness, helping people from all over the world to uncover the causes of their illness, not just masking the symptoms - and finding the most effective and safe solutions for them. She is an international speaker, having presented at numerous International conferences and summits.Her clients have branded Dr. Sawiak The Health Detective because of her ability to find the clues underlying their illnesses. Today she is fulfilling her passion of spreading the health message to whoever is ready to Own their own health (instead of allowing Pharma, Governments, and other special interest groups to guide them into a lifetime of dependence on drugs, chemo, and surgery.)Click here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEDr. Oksana SawiakCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallResources To Have You Thrive And ProsperThe Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:https://www.deepwealth.com/thriveContact Deep Wealth: Tweet @JeffreyFeldberg LinkedIn Instagram Subscribe to The Deep Wealth Podcast Email podcast[at]deepwealth[dot]com Help us pay it forward by leaving a review.Here's to you and your success!As always, please stay healthy and safe.

Sound Advice: Get year one in business right
Robert Caplan: Building a conscious business with B Corp

Sound Advice: Get year one in business right

Play Episode Listen Later Apr 10, 2023 39:46


Robert Caplan is co-founder of First Wealth, a financial planning business based in London. Founded in the aftermath of the 2008 financial crisis, he built First Wealth on the belief that there had to be a better way of doing things. Last year he also launched Thrive Money, a financial education and wellbeing platform.On today's episode of Sound Advice: Entrepreneurs Unfiltered, we hear how to set up a responsible, purpose-driven business, and how planning your finances can help your business stand the test of time.

Off Script with Ty Temel
Grow Your Wealth: Navigating the Economic Downturn with Financial Planner & MD of First Wealth, Anthony Villis #10

Off Script with Ty Temel

Play Episode Listen Later Oct 28, 2022 76:53


We're woefully underserved for financial education, and yet current volatility is impacting all of us.Through the chaos, we need a voice of reason to guide our way - enter Anthony Villis: Managing Director of financial planning firm First Wealth and a shining beacon of fiscal knowledge amid recent uncertainty.In this timely episode of Off Script, Anthony cuts the BS from mortgages, investments, first time house buying, and offers practical advice to keep your financial security in the long run.This episode coversBuilding a resilient financial planning firm through the 2008 global crisisThe lack of personal finance taught in schoolsWhether now's the time to take up the security of a fixed rate mortgageThe pitfalls of cryptocurrencyWhy the markets reacted to the ‘Mini Budget', and whether it's justifiedThe top thing you can do to protect your finances in the futureAnthony Villishttps://www.linkedin.com/in/anthonyvillis-financialplanning/First Wealthhttps://www.firstwealth.co.uk/https://www.instagram.com/firstwealthltd/https://www.linkedin.com/company/firstwealthltd/Thrive Moneyhttps://www.thrivemoneyhq.co.uk/https://www.instagram.com/thrivemoneyhq/https://www.linkedin.com/company/thrive-money/Ty Temel Instagram:https://www.instagram.com/ty_temelLinks and references: https://www.tytemel.com/podcast

FTAdviser Podcast
Spotting the signs of stress

FTAdviser Podcast

Play Episode Listen Later Aug 15, 2022 25:44


This episode of the FTAdviser In Focus podcast focuses on financial advisers' mental health and wellbeing. Looking after your mental health is important and there are several stress factors advisers in particular should be looking out for, according to this week's guests. Shaun Doherty, owner of The 555 Club, and a former IFA, and Kerry Burgess, people operations director at First Wealth, discuss what signs to look out for, how to de-stress at work, and how far the industry has come in addressing mental wellbeing. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

FTAdviser Podcast
Price of investing

FTAdviser Podcast

Play Episode Listen Later May 30, 2022 21:53


In this episode of the FTAdviser In Focus podcast First Wealth's Anthony Villis and Square Mile's Tom Poulter discuss the price of investing. Has the cost of passive investing reached its nadir? Or is there room for further price drops? We also discuss adviser take-up of passive funds and a booming ESG interest. See acast.com/privacy for privacy and opt-out information.

Fund Your Retirement Podcast
FYR045 How the Role of a Financial Planner has Evolved with Anthony Villis

Fund Your Retirement Podcast

Play Episode Listen Later Feb 15, 2022 30:09


Antony Villis is a charted financial planner, certified wealth manager, and qualified financial coach and mentor. Anthony shares how the role of a financial planner has evolved over the last decade. Some of the topics we will be discussing are evidence-based investing, the Monte Carlo simulation, and how the role of a financial planner has evolved to meet the modern demands of planning for retirement. Anthony is the managing director of First Wealth, a financial planning firm based in London he co-founded with his business partner in 2009. Timestamps: 0:00 to 1:27 Introduction. 1:28 to 4:18 Anthony Villis experience and journey in financial planning, and MD of First Wealth. 4:19 to 5:19 Focusing on the client. 5:20 to 9:50 What does a financial planner do for you. 9:51 to 14:05 Coaching clients through the wealth-building and retirement journey. 14:05 to 15:50 The three key points Anthony uses when creating a financial plan.   15:51 to 18:35 Saving using pensions and ISA's, keep it simple to begin with. 18:36 to 23:00 Using an evidence-based investing strategy. 23:01 to 29:00 Busting myths around financial planners and advisers. 29:01 to 30:08 Closing thoughts and wrap up. Hope you enjoy and have a wonderful day. The FYR team. If you like this episode, please follow for weekly updates and insights, and don't forget to hit the share button. Guest Links & Resources: Visit First Wealth Website: https://www.firstwealth.co.uk/ First Wealth Evidence-Based Wealth Guide: https://www.firstwealth.co.uk/category/guides Anthony Villis LinkedIn Profile: https://www.linkedin.com/in/anthonyvillis-financialplanning/ Visit Fund Your Retirement: https://www.fundyourretirement.com/ Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.  

BRave Business and The Tax Factor
BRave Business Episode 1: The OMB Lifecycle - Part One: Start up and Financing

BRave Business and The Tax Factor

Play Episode Listen Later Jan 6, 2022 34:32


This is the first of two episodes that focus on the key considerations for an owner-managed business during its life cycle, from start-up through to maturity and finally sale and succession. In part one, we focus on the start-up and financing phase of a business. Joining us for this debate are Blick Rothenberg's UK Outsourcing Partner Stephanie Levin and our guest Rob Caplan, co-founder of First Wealth.See omnystudio.com/listener for privacy information.

Personal Finance Media
Be The First Wealth Builder in Your Family

Personal Finance Media

Play Episode Listen Later Dec 29, 2021 8:35


In this episode, I talk about the importance of being the first person in your family to build wealth. If you like the content and find it informative, please follow this podcast for more wealth building topics. Remember build and maintain wealth. Affiliate Marketing Disclaimer: On this podcast, I promote products via affiliate marketing. I will receive a small commission if you purchase products utilizing the links below. You are not obligated to purchase products utilizing the links below. However, if you do, that helps support the podcast. Thank you in advance for your support. Get started with affiliate marketing today with FlexOffers: Start investing and building wealth today with M1 Finance: Open a high yield savings account today with CIT Bank: Start investing and building wealth today with Acorns: For tech products and more, check out Geekbuying: Check out Best Buy for tech products and more: Check out Circuit City for tech products and more: Start your free trial today with Audible: Check out Smith & Wesson for firearms, ammunition, and more: Check out Guns.com for firearms, ammunition, and more: Build your website today with WebHostingPad: Build your website today with Bluehost: Build your website today with Hostwinds: Build your website today with Cloudways: Build your website today with GreenGreeks: Build your website today with Domain.com: Build your website today with HostMetro: --- Send in a voice message: https://anchor.fm/personalfinancemedia/message Support this podcast: https://anchor.fm/personalfinancemedia/support

The Financial Planner Life Podcast
The Future of Financial Planning - Anthony Villis

The Financial Planner Life Podcast

Play Episode Listen Later Dec 2, 2021 68:37


This week Sam is joined by Anthony Villis, MD of First Wealth, a Chartered Financial Planning Firm of the year 2021/22. Anthony tells us why he invests so heavily in the wellbeing of his staff and why he chose to make his firm a B Corporation certified business. He explains how this has helped his staff, local community and the environment. Anthony also knows his tech; he shares some interesting views on how artificial intelligence (AI) will play its part in the financial planning profession. A very interesting chat covering many topics which we are sure you will enjoy. We cover: Artificial Intelligence in the financial profession Why trusting staff with flexible working conditions is vital Caring for staff, your community and the environment What is a modern financial planning firm? What is a B Corporation (B-CORP)? What types of clients a financial planner should and should not be targeting. Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.   Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/  2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/  If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.   if you hold level 4 qualification and looking for an entry role into financial planning please also reach out!  

The Vibrant Life
Ep 22. The First Wealth Is Health

The Vibrant Life

Play Episode Play 33 sec Highlight Listen Later Jul 16, 2021 10:33 Transcription Available


I've been thinking a lot about being healthy lately. This last week I had the flu and it's been rough. Nothing reminds you how wonderful it is to be healthy like recovering from being sick. I've also been dealing with some other health issues that I won't go into, except I want to let you know that I personally know the value of good health and how much it affects us in all areas of our lives. So this week we're diving into this truth: the first wealth is health.Support the show (https://paypal.me/vibrantlifepodcast)

Connect With Christina
The First Wealth, is Health - Episode 12 - Connect With Christina

Connect With Christina

Play Episode Listen Later Jul 15, 2021 50:01


Welcome to Connect With Christina! You're diving into my world where I bring to you tons of different guests, from a wide variety of different walks of life, types of careers, and stories that got them there. Subscribe today to join the community that strives on making each other better in every aspect of life. Don't be afraid to talk, comment, engage in a discussion, reach out, become the better version of yourself as you listen to the wild stories of how these people got to where they are, insights to there specific industries, and tips on how they found success!   Growing up in Gallup, NM. Will struggled with body weight as a kid and secretly started “dieting” at the age of 12. With his mission to better himself and the lives around him, he has has taken Will-Powered from an idea to a global company that has helped thousands of people lose weight and get educated on nutrition across seven countries and 48 states. Listen into Episode 12 as we dive more into his company and more of what you could do to help your own weight loss journey!   Will Armijo's Info: https://30day.nrish.com/start https://www.instagram.com/i.am.willpowered https://www.facebook.com/will.armijo.1   Christina Laguna's Info: www.instagram.com/thecloutgodaz www.facebook.com/connectwithchristina Been in an Accident? Call Christina for Help! ( 480)226-6171   Podcast Produced & Edited by: Justin Bush www.instagram.com/jb_ink   We Do Not Claim The Song Used In Episode; Song Used in Intro/Outro: "City Girls" - Chris Brown, Young Thug Copyright Owners SME On behalf of: Chris Brown Entertainment/300 Entertainment/RCA Records

health accident gallup nm first wealth song used
Overcoming Emotional Eating
Nutrition to Overcome Your Overeating

Overcoming Emotional Eating

Play Episode Listen Later May 24, 2021 21:03


“The First Wealth is Health.” -Ralph Waldo EmersonNutrition to Overcome Your OvereatingEating high protein breakfast.Eating healthy fats.Eating fiber-rich foods.“Let food be thy medicine and medicine be thy food.” -Hippocrates   

Get On Code - The Fly Guys Show (Podcast)
(#MelanatedHealth) Sea Moss - Health is your first Wealth with BJ Butler (#SeaMoss #NaturalHealth) #BodiJuyce #MelanatedWealth

Get On Code - The Fly Guys Show (Podcast)

Play Episode Listen Later Dec 7, 2020 45:41


#SeaMoss - In this combined #TheBeachBrothersShow and #GetOnCode show we build with B.J. Butler of Bodi Juyce (https://www.facebook.com/bj.butler.12). BJ says he's an ambassador of health for G.O.D.'s Kingdom. BJ's Bodi Joyce is a Virginia based Sea Moss and health business. https://twitter.com/BodiJuyce . Cashapp: $BodiJuyce or PayPal: Butler_73@yahoo.com or (757) 742-3299 #GetOnCode – Get On Code (The Fly Guy Show), which is a series of Conscious Melanated conversations focused on solving OUR situations via the #EmpowermentAgenda. Join us with yOUR comments as theWE discuss Uplift, Conscious Consumerism, Business activity, Social progress, and Community activism with fellow investors, educators, business people, authors, content creators, and activists. The Beach Brothers Show (#VirginiaStrong) is a non-partisan talk show focused on Va. business & politics. To appear on the show - Conrad: (757) 719-2113 Conrad564@aol.com. To have your business featured - Jose: (757) 805-2822 Want to sponsor the Get On Code podcast? Email TheFlyGuysShow@gmail.com . Private Money for Real Estate Investments: PositiveVibesFinancial@gmail.com Invest your spare change with Acorns: https://www.acorns.com/invite?code=zd3daa Invest in stocks via STASH: https://get.stashinvest.com/sekosq72j Fix your credit yourself: https://positivevibes.myecon.net/my-credit-system/ Protect your ID: https://positivevibes.myecon.net/id-defender/ Get roadside assistance: https://positivevibes.myecon.net/road-assure/ Boost your immunity: https://positivevibes.myecon.net/daily-ultimate/ Start a home business: https://positivevibes.myecon.net/lp/wfh-v2/?a=4-930503E- High-Quality Watches: https://talleyandtwine.com/ Virginia Best DJs – www.PositiveVibes.net Southern Volkswagen Greenbrier www.southernvolkswagengreenbrier.com Microblading by Lita Wi & Company - www.iAmLitaWi.com Healthy Health & Beauty products: http://commonscents4u.org/ Talley & Twine Watches: https://talleyandtwine.com --- Send in a voice message: https://anchor.fm/get-on-code/message

FBC Nokomis Sermons
Kingdom-First: Wealth

FBC Nokomis Sermons

Play Episode Listen Later Sep 28, 2020 28:36


Join Pastor Ryan as he dives deeper in the the concept of Kingdom-First Living with the explanation of Kingdom-First Wealth.Scripture: Proverbs 11:24-30Support the show (http://www.fbcnokomis.churchcenteronline.com/giving)

SalesChange - The Podcast
S01E15 - The One with Anthony Villis from First Wealth

SalesChange - The Podcast

Play Episode Listen Later May 25, 2020 34:38


Anthony Villis is the Managing Director of wealth management and financial planning company, First Wealth. He describes his company as different - one which is trying to step away from the old days of financial advice and into one which is more relational and built to service his clients dreams and aspirations - rather than one which talks about the markets all day. This episode discusses how First Wealth started, their dreams for the future and of course, COVID-19. Anthony also answers the SalesChange 5 questions.

managing directors first wealth
Nextgen Planners
Anthony Villis on building a large lifestyle planning practice

Nextgen Planners

Play Episode Listen Later Apr 28, 2020 51:12


Anthony's background and how he came to be Managing Partner of First Wealth What kind of clients do First Wealth serve? Why was the firm setup as a LLP structure? Anthony tells us about his “start with why day” How they had a lightbulb moment with financial planning What is Anthony's view of digital advice and how does it fit alongside their core offering What has been his experience of being in a network? What is Anthony's advice to next generation planners? Any learning resources he recommends

practice large managing partners llp first wealth lifestyle planning
The Innovating Advice Show
Award-Winning, Independent Financial Advisor Practice, First Wealth, UK [Ep19]

The Innovating Advice Show

Play Episode Listen Later Mar 31, 2020 47:29


Claire Phillips, Partner at First Wealth, joins the show to share how First Wealth is building a future-proof independent financial advisor and financial planner practice in the UK. We discuss how everyone is doing during this coronavirus pandemic; First Wealth as a signatory on the HM Treasury Women in Finance Charter; creating a culture where everyone has a voice; building a forward-thinking, transparent practice that refuses to get complacent; and why fees should be clearly listed on an advisor's website. Show notes and transcript at https://innovatingadvice.com/episode19.

The Adviser Talk
The Real Risk: The first wealth is mental health

The Adviser Talk

Play Episode Listen Later Oct 9, 2019 10:21


Which came first – the mental health issues affected by financial problems, or the financial problems affected by mental health issues? It's hard to say, but one thing we do know is that your finances and mental health are intrinsically linked. This is a special podcast episode by our advisers, Trudi & Sian, inspired to do their part for World Mental Health Awareness week (Oct 10). Hosted on Acast. See acast.com/privacy for more information.

In Her Financial Shoes Podcast
S3 12 - Financial Planning Week 2019

In Her Financial Shoes Podcast

Play Episode Listen Later Oct 7, 2019 48:57


This week I was invited to join a panel discussion with the Chartered Institute for Securities and Investment (CISI) to promote financial planning week 2019. During the discussion, we dug quite deep into the difference between financial planning and financial coaching. I was joined by; Kelpana Fitzpatrick - Finance editor for Hearst Magazines. Chris Morris - Deputy head of financial planning at the CISI. Claire Phillips - Financial planning director at First Wealth. Dilwar Hussain - Marketing manager at the CISI (representing the public). Resources: Financial Planning Week 2019 Website During financial planning week 2019, you can register for free surgeries running throughout the UK. Join The Money Circle membership Book in a complimentary call to discuss how financial coaching can help you move from financial overwhelm to confidence and control.  My Online Courses - Investing for beginners from £1 Join Catherine's Facebook Page and FREE Facebook Group My Website  My YouTube Channel  Connect with me on Twitter, Instagram and Facebook 

SA For FAs
Retirement Advisor: Paula Hogan On Safety-First Wealth Management

SA For FAs

Play Episode Listen Later Aug 22, 2019 16:58 Transcription Available


Paula Hogan of Hogan Financial eschews standard industry practices focused on portfolio averages in favor of asset-liability matching aimed at ensuring client financial safety in retirement. In this podcast interview (17:28) leading advisor Paul Hogan offers insight into the workings of her own RIA practice, its demographics and the unique processes she has put into place to keep her older clients safe, as well as the challenges common to her younger clients.

Maven Money Personal Finance Podcast
104 - Fast Money - Rob Caplan

Maven Money Personal Finance Podcast

Play Episode Listen Later May 8, 2019 37:39


In this episode of the Maven Money Personal Finance Podcast… Andy is joined by Rob Caplan of First Wealth and together they discuss the intriguing topic of fast money.    Quick Preview of the Podcast:   What is fast money? Social media influencers - pros and cons How do you manage lifestyle creep? Different types of celebrities and why it matters...   Links:   Humans Under Management   Andy Hart   Leave a review!     Don't forget to check out the Maven Adviser website for more great content.   So sit back and enjoy unrivalled words of wisdom from Andy Hart - host of the UK’s premier personal finance show.   Is there a topic you’d like Andy to cover? We’d love to hear from you! Contact Andy Hart directly with any comments / feedback on team@mavenadviser.com. Alternatively you can reach out on Twitter @MavenAdviser.   

Empowered & Ageless: 5 to Thrive with Lynn Pierce
Episode 124: The First Wealth is Health

Empowered & Ageless: 5 to Thrive with Lynn Pierce

Play Episode Listen Later Apr 1, 2019 7:02


"The first wealth is health" is a quote by Ralph Waldo Emerson. How do you honor this in your life? See how! If you’d like to be empowered & ageless, I have a gift for you at http://AgelessLifestyleAfter50.com/manifesto Want to be empowered & ageless; body, mind, and soul? Visit http://AgelessLifestyleAfter50.com If you enjoy this podcast, please subscribe and leave a review to help us grow! 5 to Thrive is recorded live Monday-Friday as a Facebook Live from my ocean view patio in Cabo San Lucas 1st thing in the morning, so you may hear birds or my dogs in the background.

The Financial Life Coach Podcast
Progress not Perfection - Financial Life Coach Podcast meets Anthony Villis

The Financial Life Coach Podcast

Play Episode Listen Later Jan 29, 2019 60:52


Book recommendation - Factfulness by Dr Hans Rosling Best piece of advice - Don't be the professional footballer who didn't make it. Listen how First Wealth are building tools to help scale their business and deliver better outcomes for clients. What they are doing this year to increase new enquiries. How they have restructured their business so the owners can concentrate on what matters most. How they are setting more achievable goals with clients to create a feeling of progress. What matters most for you? See: https://firstwealth.co.uk/resources/lifegoals/ @AJVillis  

InFLOW with Michelle Bosch
Health Is Your First Wealth With Dr. Kristy Anderson

InFLOW with Michelle Bosch

Play Episode Listen Later Jan 7, 2019 41:49


Dr. Kristy Anderson is an accomplished nationally and internationally studied physician in the areas of pain management, orthopedic conditions, cancer research and the treatment of chronic and degenerative diseases. As a naturopathic physician, Dr. Anderson was selected as the medical education advisor and later the medical advisor for the United States subsidiary of a leading international homeopathic pharmaceutical company, Heel, Inc., for almost 10 years. In this episode, Michelle Bosch chats to Dr. Anderson about how entrepreneurs can manage their stress levels, and why it's so important to ensure that you stay healthy if you want to have a successful career. What's inside: Learn about how your body deals with stress, and how to ensure this doesn't negatively impact your life Discover the ways that Dr. Anderson helped Michelle Bosch through a tough patch in her life, health-wise Understand the nutrients and minerals your body needs to perform at peak capacity Find out what happens if you don't take care of your body, and how to fix this Find out more! Subscribe and rate our podcast on iTunes at: http://www.michellebosch.com/itunes Android users can subscribe and rate our podcast at: http://www.michellebosch.com/android Learn more about Land Flipping and start the journey towards Forever Cash! http://www.forevercash.com/ Improve your health with personalized, tailor-made health care! http://www.causenta.com Add Michelle Bosch on Facebook to get the latest updates: https://www.facebook.com/michelle.bosch.376 Follow Michelle Bosch on Instagram to see what she's up to: https://www.instagram.com/michelleboschofficial/

myTCVC
Which Comes First--Wealth or Wisdom?

myTCVC

Play Episode Listen Later Dec 30, 2018 27:01


Money is good to have for God's purposes, but wisdom is more necessary! Listen to this exhortation from Senior Pastor Tom Kehres from the Word of God to both grow and increase!

god money wisdom first wealth
Maven Money Personal Finance Podcast
050 Fitness & Your Finances with Rob Caplan

Maven Money Personal Finance Podcast

Play Episode Listen Later Apr 11, 2018 52:16


In this episode of the Maven Money Personal Finance Podcast… join us for a special 50th episode! Andy is joined by Rob Caplan where they discuss fitness, finance, and similarities between the two.   Quick Preview of the Podcast:   Interview with Rob Caplan from First Wealth. Common ground between two seemingly disparate worlds. Andy's first TRX experience. Special cameo by a ham and cheese omelette.   Links:   Maven Adviser Blog Post   First Wealth      Rob Caplan     ​Leave a review!       Don't forget to check out the Maven Adviser website for more great content.   So sit back and enjoy unrivalled words of wisdom from Andy Hart - host of the UK’s premier personal finance show.   Is there a topic you’d like Andy to cover? We’d love to hear from you! Contact Andy Hart directly with any comments / feedback on team@mavenadviser.com. Alternatively you can reach out on Twitter @MavenAdviser.       

Nextgen Planners
Episode 29 - Anthony Villis on building a large lifestyle planning practice

Nextgen Planners

Play Episode Listen Later Jul 31, 2017


What Adam discusses with Anthony: Anthony's background and how he came to be Managing Partner of First Wealth What kind of clients do First Wealth serve? Why was the firm setup as a LLP structure

practice large managing partners llp anthony anthony first wealth lifestyle planning
Thriving Dentist Show with Gary Takacs
New Year, New You: 7 Strategies to Make 2017 Your Healthiest Year Yet! with Dr. Uche Odiatu

Thriving Dentist Show with Gary Takacs

Play Episode Listen Later Jan 4, 2017 64:12


[audio:http://traffic.libsyn.com/takacslearningcenter/TDS259.mp3] Podcast: Download | Play in new window/mobile device Running Time: 65 minutes Ralph Waldo Emerson said; “The First Wealth is Health” and he was absolutely right! Good health is critically important if you are to achieve your full potential …