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Home > The Financial Life Coach Podcast > Financial Life Coaching in a large practice - Stephen Jones
Podcast: The Financial Life Coach Podcast
Episode:

Financial Life Coaching in a large practice - Stephen Jones

Category: Business
Duration: 01:00:31
Publish Date: 2018-01-31 04:00:00
Description:
  • How adopting Financial Life Coaching approach has increased AUM from £50mill to £500 mill in 7 years
  • Why £500mill isn’t nearly enough and what the goal for Copper Parry wealth is now
  • Why Costa / Starbucks, a giant pink bull and a running track creates perfect environment for clients and staff
  • Why 80/20 is the flexibility provided to planners and that the flexing is for clients
  • Why the pre meeting or ‘right fight meeting’ is face to face and in their office
  • How they review and refine the questions that they ask.
  • How we eventually work out what Stephen does!! @wealthcp
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