Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
Episode 17: How to Level Up from a Solo Planner to a Financial Planning Practice
The Finance Geeks Podcast
49 minutes 19 seconds
5 months ago
Episode 17: How to Level Up from a Solo Planner to a Financial Planning Practice
Leap into this retro platformer–inspired episode with Warren Shute and Paul Cleworth as your pixelated protagonists. Starting in the “Solo Start” world, you dash across blocks labelled “Capacity Limits” and collect “Client Coins". Discover why a single character can’t conquer every level alone and learn to spot the flashing “Power-Up” icons—signals it’s time to recruit allies and build a party strong enough for the next stages.
As you warp pipe into the “Foundation Fortress,” our hosts guide you through building sturdy platforms: “Process Scrolls” for CRM, “Fact-Find Feathers". Bounce on question-mark blocks to uncover hidden “Tech Toolkit” power-ups, ensuring your workflow doesn’t collapse under the weight of “Workflow Gaps” and each extra life brings you closer to a stable practice. By the final warp pipe, you’ll have gathered all the power-ups needed to transform from a lone planner into the ruler of your own financial practice kingdom.
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Chapters:
0:00 - Intro
6:00 - How to Level Up from a Solo Planner to a Financial Planning Practice
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Show Notes:
How I Got to a Million Pounds in Revenue - PFS Power
https://pfspower.org/webinars/how-i-got-to-a-million-pounds-in-revenue/
New software - FinCalc
https://www.fincalc.co.uk/
Making a Will - all you need to know | Age UK
https://www.ageuk.org.uk/information-advice/money-legal/legal-issues/making-a-will/
Self Assessment tax returns: Overview - GOV.UK
https://www.gov.uk/self-assessment-tax-returns
How to fill in a Self Assessment tax return | MoneyHelper
https://www.moneyhelper.org.uk/en/work/self-employment/how-to-fill-in-a-self-assessment-tax-return
Prestwood Truth Software
https://www.truthsoftware.co.uk/truth-about-money/
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The Finance Geeks Podcast
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
