Jun 30, 2019

In this 5 part series I’m taking a deep dive into the exact strategy that I use to “catch” clients. 

If you haven’t listened to part 1, I suggest you listen to that first as these may not make as much sense if you listen out of order...

My goal in this series is very simple. I’m going to show you a time tested...

Jun 27, 2019

A bit of a break from the normal format for the next few episodes…

There’s no guests, so you just get my ramblings! Don’t let that put you off though as I’m sharing some really powerful stuff!

In this 5 part series I’m taking a deep dive into the exact strategy that I use to “catch” clients. 

My goal in...

Jun 20, 2019

Today’s guest is someone who clearly loves a challenge. That’s because he doesn’t just run one business, but two.

So coming on The Client Catching Podcast should be no trouble for my guest today, Martin Bamford.

He's managing director of Informed Choice, an award-winning firm of Chartered Financial Planners in...

Jun 18, 2019

I’m joined today by my special guest, Matt Anderson.

Matt is a speaker, author and podcaster, who at 51 found his calling in life to help Achiever types get out of their own way and take bigger leaps in life, when he realized that 80% of the 1000+ clients he had coached in the prior 16 years needed it and, more...

Jun 13, 2019

Today I’m talking to a very impressive individual, Pete Matthew.

Pete has combined his professional expertise with, in his words, "a nerdy hobby", and turned it into something that has become a monster!

Pete is a 21-year veteran financial planner and Managing Director of Jacksons Wealth Management in Penzance, where...