Your Financial Planning Maestro

This series of podcasts is aimed at professional financial planners, advisers and paraplanners in the UK.We talk all things Certified Financial Planner in the UK and globally. We talk to CFP professionals and get tips and inspiration on how and why becoming a CFP professional has been the best thing they've every done!We also talk to those new to the profession and follow their journeys at different points in their professional lives.

Your Financial Planning Maestro is a business podcast hosted by Jacqueline Lockie, with 98 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Jacqueline Lockie hosts Your Financial Planning Maestro, a business show with 98 episodes published.

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  Episode #8

  S12:E8 - First time pass of CISI L7

  Oct 2, 202521 minS12

  <p>For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠⁠⁠⁠⁠</p><p>In this final episode of series 12 of #YourFinancialPlanningMaestro #podcast we talk to Aaron McAuley CFP from GSB Global Wealth Management about his journey to become a CFP professional.</p><p>Listen now to find out:</p><p> 1. How to set the strategy to pass on your first submission</p><p> 2. How the CFP process will enhance your critical thinking skills</p><p> 3. The importance of time management for Excel mistakes</p><p> 4. How you can get create to maximise your chances of success</p><p>This episode is...

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  Episode #7

  S12:E7 - CFP changed my whole approach to giving advice

  Sep 25, 202524 minS12

  <p>For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠⁠⁠⁠</p><p>In this week's #YourFinancialPlanningMaestro #podcast we talk to Michelle Lambell CFP from The Minster Partnership about her journey to become a CFP professional.</p><p>Listen now to find out:</p><p> 1. Her transition form investment manager to financial planner</p><p> 2. How the CFP process benefited her and her clients</p><p> 3. The importance of time management with the L7 case study</p><p> 4. How CFP has transformed her day-to-day financial planning activities</p><p><br></p><p>This episode is packed full of advice and...

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  Episode #6

  S12:E6 - CFP opened my eyes

  Sep 18, 202532 minS12

  <p>For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠⁠⁠</p><p>In this week's #YourFinancialPlanningMaestro #podcast we talk to Jordan West CFP from True Potential Wealth Management about his journey to become a CFP professional.</p><p>Listen now to find out:</p><p> 1. How is skills as an accountant help him</p><p> 2. Why he chose the CISI CFP route over other routes to Chartered</p><p> 3. The challenges he faced with his L7 case study</p><p> 4. Why learning from failure is so important</p><p>5. How CFP has opened his eyes to change his da...

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  Episode #5

  S12:E5 - CFP has changed how I advise clients

  Sep 11, 202532 minS12

  <p>For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠⁠</p><p>In this week's #YourFinancialPlanningMaestro #podcast we talk to Matt Odell CFP from Atlas Personal Wealth Management about his journey to become a CFP professional.</p><p>Listen now to find out:</p><p> 1. Why thorough preparation and commitment are essential</p><p> 2. What are the toughest parts</p><p> 3. Client relevance is key to success</p><p> 4. How CFP will change the way you'll advise clients</p><p><br></p><p>This episode is packed full of advice and tips to help you pass the CISI L7...

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  Episode #4

  S12:E4 - CFP is tough but worth it

  Sep 4, 202526 minS12

  <p>For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠</p><p>In this week's #YourFinancialPlanningMaestro #podcast we talk to Henry Anderson CFP at Parallel Wealth Management Group about his journey to become a CFP professional.</p><p>Listen now to find out:</p><p> 1. Why a career changer like me bring invaluable skills</p><p> 2. The importance of understanding the process to gain CFP</p><p> 3. Cashflow modelling will change how you work on a day-to-day basis</p><p> 4. How to overcome your challenges along the way</p><p><br /></p><p>This episode is packed...

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