• E16: Journey through Financial Planning with Ian Richards

  • Oct 29 2024
  • Length: 45 mins
  • Podcast

E16: Journey through Financial Planning with Ian Richards

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  • Summary

  • Today we speak to Ian Richards, Chartered Financial Planner and Founder of Work to Live Financial Planning. We discuss how Ian found his way into Financial Planning, why financial planning is the best job in the world and how the profession is leading the way in customer service. We also discuss how Ian set up his own financial planning firm and started to pick up his first clients.

    Finally, we discuss the use of social media and why coaching is the next evolution in Financial Planning.

    Ian Richards FPFS

    https://www.linkedin.com/in/worktolivefp/

    Private Client Network
    https://www.privateclientnetwork.co.uk/
    https://www.linkedin.com/company/private-client-network/
    https://www.instagram.com/private_client_network/
    https://www.youtube.com/@ThePrivateClientPodcast

    Host: Charlie Chami
    https://www.linkedin.com/in/charleschami
    https://www.glamis-ifa.co.uk/

    Host: Simon Tutton
    https://www.linkedin.com/in/simontutton/

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