FYR045 How the Role of a Financial Planner has Evolved with Anthony Villis
02/15/22 • 30 min
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.
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.
Previous Episode
FYR044 How to Retire and Enjoy Yourself with Chip Stites
Chip helps people reframe what retirement means so they can enjoy a happy and fulfilled retirement. You may be surprised that many do struggle to make that transition both mentally and financially as you will hear from Chip.
Chip Stites has decades of experience in the financial planning world, he is a Retired Investment Advisor and a Retired Certified Financial Planner from the US.
Chip left that world behind him when he retired himself and founded the laughing retirement which helps people who are approaching retirement make the transition from worker or business owner into a new chapter of their life.
Timestamps:
0:00 to 1:32 Introduction
1:33 to 4:02 Chip Stites journey and background as a financial planner.
4:03 to 5:95 Chip began to think about what he would do when he retired.
5:96 to 7:30 Chip wanted his retirement to be great and move to Italy.
7:31 to 9:00 Why Chip wanted to retire in Italy.
9:01 to 11:30 Dealing with the emotional challenges of retiring.
11:31 to 16:35 How Chip prepared himself for retirement.
16:36 to 19:50 Chip’s view on the financial services industry and the fees charged.
19:51 to 24:20 Chip’s investment philosophy and view on dividend-paying stocks.
24:21 to 29:30 Chip shares how to get started planning for your retirement today.
29:31 to 32:15 Chip Stites closing thoughts and wrap up (how to build generational wealth)
If you like this episode, please subscribe for weekly updates and insights.
Hope you enjoy and have a wonderful day.
The FYR team.
The Laughing Retirement Website: https://thelaughingretirement.com/
The Laughing Retirement Facebook Page: https://www.facebook.com/retiredincittaducale
Chip Stites Calendly booking link: https://calendly.com/info-tlr-48
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.
Next Episode
FYR046 What is The Upside and Downside of Web 3.0 and The Metaverse with Sam Kamani
Sam Kamani is here to talk about investing in digital assets, what is web 3.0, and what is the metaverse. Sam Kamani will share what is the upside and the downside of web 3.0 and the metaverse.
Sam talks about investing in digital assets, and how you can protect yourself in this new digital world.
Sam Kamani is a tech entrepreneur who has built and exited multiple tech companies between 2007 and the present day. Sam is a published author of the 30-day start-up, how to create a successful tech start-up for under 50k, and is the host of the podcast show Web 3.0.
Sam is here to unpack this new digital frontier, such as web 3.0 and the metaverse because a large part of investing is the anticipation of future growth and an understanding of where the world is heading or might be heading.
Timestamps:
0:00 to 1:50 Introduction
1:51 to 7:01 Sam Kamani’s journey, background and experience in tech, web 3.0, and the metaverse
7:02 to 9:02 How Sam has achieved so much, leveraging time, money, and people.
9:03 to 16:50 What is web 3.0, and how does it have the potential to be so impactful in our lives.
16:51 to 23:00 What are some of the opportunities in web 3.0 and the metaverse.
23:01 to 26:05 The impact of 3 billion gamers, and the digital transformation of money.
23:06 30:25 The downside of web 3.0 and the metaverse.
30:26 to 34:45 Will decentralised finance be regulated or stopped?
34:46 to 38:50 The most common scams in web 3.0 and the crypto space to watch out for.
38:51 to 42:07 The centralisation vs de-centralisation debate.
42:08 to 44:45 Why Facebook changed its name to meta and Facebook's problems.
44:46 to 46:96 A brief intro into NFT’s laying the groundwork for part two on NFT’s
46: 97 to 48:22 Where to connect and follow Sam Kamani and wrap up.
Hope you enjoy and have a wonderful day.
The FYR team.
If you like the episode, please subscribe to our channel for weekly updates and insights, and don’t forget to hit the share button.
Guest Links & Resources:
Get your copy of the 30 Day Start Up from Amazon: https://www.amazon.com/30-Day-Startup-Create-Successful-ebook/dp/B07PPC2TGT/
Sam Kamani’s personal website: https://www.samkamani.com/
Sam Kamani’s Twitter handle: https://twitter.com/samkamani
Sam Kamani’s LinkedIn profile: https://www.linkedin.com/in/samkamani/
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.
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