BWD: In The Know

Here’s Part II of our latest "In the Know" podcast featuring Dave Robinson FCCA APFS MCSI TEP LLAA IMC 🎙️✨

By any metric, Dave has been remarkably successful in the financial planning industry, and in this episode, we discuss his blueprint for building a successful financial advisory firm.

Here are some key highlights:

🔹 Reflections on SJP: We discuss the feedback from the first podcast.

🔹 Building a Successful Business: Learn the core principles and strategies that have defined Dave's career and contributed to his firm's success.

🔹 Specialisation and Collaboration: Discover how focusing on niche markets and collaborating with others can provide comprehensive services to clients.

🔹 Fee Structures: Understand the benefits of fixed fees over percentage-based fees to eliminate conflicts of interest and provide transparent pricing.

🚨 Don't miss out on the exclusive resources Dave has shared:

1. Example Fee Agreement 📄 – A real-life document outlining the scope of work and transparent fee structure that Dave's firm uses.
2. Example Business Plan 📊 – One of the most comprehensive business plans you'll find, including cashflow management. A must-have for anyone building a business.

These items are goldmines for those looking to grow and succeed in the financial planning profession.

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We're excited to share our latest episode featuring a fascinating conversation with George Kinder, the father of the life planning movement and renowned author. In this episode, George delves into his early influences, the origin of life planning, and offers a glimpse into the future. Key topics include:

• Early Influences and Spirituality: Growing up in rural Ohio and how his formative years shaped his approach to life and financial planning.
• The Essence of Life Planning: Understanding why listening to a client's deepest aspirations is crucial before any financial planning can take place.
• Introducing His Latest Book: Unveiling "The Three Domains of Freedom," which explores mindfulness, the mastery of the present moment, and the concept of a fiduciary culture that promotes trust and humanity in all institutions.

Additionally, we have a special segment called "Kinder Surprise," where I ask George three thought-provoking questions.

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We're delighted to bring you another Ask the Actuary Special episode of BWD’s In The Know podcast, with LCP’s Bart Huby (the Football Actuary).

Bart is an actuary with over 40 years’ experience in the pensions industry, but he’s managed to combine his passion for data science and Sport - in particular, football (or soccer for those of you in the States! - as Head of Sport Analytics at LCP, involved in developing and marketing LCP’s innovative soccer player recruiting platform, TransferLab, in partnership with leading football consultancy Analytics FC.

He qualified as an actuary in 1989 but has never stopped learning, gathering two MBAs in Finance during his career – one focussed on the Football Industry.

Listen to Bart’s actuarial journey and hear him advise nearly/newly qualified actuaries to “Be curious...create a personality for yourself...and get out of your comfort zone.”

And finally, Bart quotes from Steve Parish (owner of Crystal Palace Football Club) “Look after your body as well as your mind...”

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We're excited to share the full episode featuring Dave Robinson FCCA APFS MCSI TEP LLAA IMC.

While many of you may skip ahead to the SJP discussion (1hr35), we encourage you to listen to the entire episode.

In the first part, Dave shares his career highs and lows, offering valuable insights into why his belief system is deeply rooted in Independent Financial Planning, without conflict.

Dave is a fascinating guest and a great sport, allowing me to ask him any question. It was a pleasure to sit down with him, and since we didn't cover all the areas we wanted to, we have a sequel planned for mid-July.

Enjoy!

#financialplanning #IFA #FinancialAdvice #SJP

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It was an absolute pleasure to sit down with Carla Brown, Managing Director of Oakmere and President of the PFS, to discuss some truly important and sobering topics.

Carla shared her personal journey into financial services, highlighting the critical gaps in financial education that persist, particularly in schools. We touched on the need for early intervention and education to help the next generation avoid financial pitfalls and grow financially literate.

One of the most eye-opening discussions was on financial abuse—a topic that hits close to home for Carla. She shared how a close friend experienced this in an abusive relationship, emphasising the subtle warning signs that can often be missed. It's a reminder to all of us that financial control is a form of abuse and something we need to be more vigilant about.

We also discussed Carla’s role with the PFS, where she is focused on building stronger collaboration within the profession and working closely with the FCA to ensure the voice of financial advisers is heard in key policy decisions.

Find out who inspired Carla in her journey and what she would do if she had a magic wand!?!

This episode is a must-listen for every financial planner.

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