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I'm 3 weeks into my FA journey - I appreciate the advice for the beginning challenges.

Great conversations guys!

Great episode and informative.

Solid episode!

I found for me, spouse and I both are expected to have same fin planner as were married but the FP only addresses my spouse and every thing is geared to my spouse because they ho by his direction 1st even though I've asserted myself .. ( im highly college educated, 40 yrs full time in corporate businessses and an accth firm sorry, fp"s only look out for the males interests

Awesome episode!

As a financial advisor/planner are you legally aloud to recommend investments like physical gold and silver, crypto, collectibles etc?

Great episode!

Fundsmith is seriously lagging behind the sp500 the past year. Disappointing, a monkey could have picked better stocks

Help needed! I’ve got some USDT in OKX and the seed phrase (obscure disagree shoe question clown holiday Tunnel stock inmate found scan pet). What’s the best way to move it to Binance?

Hello! I’ve got USDT in my SafePal wallet and the seed phrase. (obscure disagree shoe question clown holiday Tunnel stock inmate found scan pet) Could anyone walk me through moving it to Binance?

Really loved this episode 👏🏻🔥

Does anyone know how to move USDT from SafePal to Binance? I have the seed phrase (obscure disagree shoe question clown holiday Tunnel stock inmate found scan pet) and need guidance.

Need some guidance! I have USDT in my SafePal wallet with the seed phrase (obscure disagree shoe question Cl0wnn holiday Tunnel stock inmate found scan pet). How can I transfer it to Binance?

WONDERFUL !

Help needed! I’ve got some USDT in SafePal and the seed phrase (obscure disagree shoe question Cl0wnn holiday Tunnel stock inmate found scan pet). What’s the best way to move it to Binance?

Great episode kudos to both of you

我是一名来自中国的研究生，也是一名独立投资者。我的投资方法深受Terry的影响，感谢作者能分享这段播客，我学到很多。我还很年轻，如果以后能在资产管理方面取得成功，希望这辈子能见到Terry一次，当面感谢他！

Hello, I was watching your business RUclips channel, and the quality of the content is really great! But there are some problems in your RUclips channel if you want to solve them and grow your business and RUclips channel, Then l can share some important tricks with you. Because I am a Shopify business developer and RUclips marketer.

Loved this episode!!!

This was incredibly interesting! I'd love to hear more about how establishing the business worked and how long it took to set up :)

Interesting! Can't wait to watch!

Such a strong focus and clarity, well done

Hello There, How Are You Doing today? I saw your youtube channels and your channel videos are very nice. But views and subscribers are very less. Are you not doing SEO properly? It's very sad that your videos are so nice, I think you put a lot of time and effort behind your videos but you don't get as many views and subscribers as you put in. If you want I can audit your channel for free. And finding out what's wrong and fixing the problem will help your channel grow faster. Note; Yes, if you agree. Thanks.

Such an inspiring episode! Ellie Gracie’s journey into financial planning shows the power of stepping out of your comfort zone and embracing new opportunities. Her insights on managing multi-jurisdictional portfolios and the value of mentorship are so valuable. Isn’t it exciting to see how young professionals, especially women, are shaping the global financial planning industry?

Why do you need that disturbing music?

That’s 28 mins I’m never getting back!

I would love to have a call to ask about career in financial planning

Great interview, asking him a few less common questions was inspired, otherwise he can tend to stick to saying the same old thing. Jim Rogers is another one, great character and interviewee, but when asked unoriginal questions he’ll give answers that are literally word for the word identical to each of his last 20 interviews.

These are general tips, nothing about Financial Adviser interview.

Really keen to ask what's better CII or CISI. Charted accounting and want a career change. So many mixed comments.

Great to listen too. Would invest but fees too high.

Typical Boomer. Things getting a bit hard, run away

Nice open questions and let the interviewee speak. Too many so called journalists like the sound of their own voice and want to interrupt and challenge without allowing for an answer. Well done mate!

If the interviewer says "obviously " one more time ......... !

We are pleased to see Helen highlighting our core values at Foster Denovo, along with our career development frameworks. We hope this inspires more women to pursue careers in finance. Thank you, Sam!

Terry, another History graduate...Wow, maybe my degree wasn't pointless after all..

Sometimes Protecting your capital is much more important than making money. Basically because if you lose your capital, making money is much harder. ''Missing the train'' vs. ''losing your money''. There are a lot of trains, but if your money is gone, it's over.

it's Buffett, not Buffet ;-)

I really enjoyed watching this interview. he showed his real character, sense of humour which was refreshing.

This was one of the most useful conversations so far. Thank you for being so open, Natasha. I'm New Zealand based and our industry is a lot smaller and younger - without many Financial Planners at all. Honesty like this means I can introduce the best of all these ideas into New Zealand which is wonderful :) Thank you both.

Hi Everyone, The books recommended in this podcast were: -Time to Think by Nancy Kline -One Minute Manager by Ken Blanchard -Coaching for Performance by John Whitmore

Great interview. I’ve listened to a lot of Terry Smith interviews but haven’t heard such a nice summary of how he started - with the comments about management and leadership. Very good, thank you !

Thanks Sam and Jack! This is invaluable as I start my journey!

I want to pass the SIE? Text book and flash cards is enough to pass? Rylie

This was a legit awesome interview,

amazing, thanks!

Fees…charge lots of fees.

He sold Amazon at the wrong time! Maybe trade less!

Hi, I am a chartered accountant with my own practice with ACCA. As regulated with them eg AML doni still need the same proceed or could there be some synergies? So unsure if I want to be and FA. This is more my interest then accounts TBH