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Episode 214: Martin MacLeod, the CEO and Founder of the Financial Health Club
Manage episode 445430926 series 3193441
Вміст надано Rebecca Bonnington. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Rebecca Bonnington або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
"I have 17 years experience in the financial services world helping thousands of clients with their finances.
I have worked for large institutions like Barclays, AXA and Schroders as a Stockbroker and as a Chartered Financial Planner but felt the gap in the market existed in helping people take control of their own finances.
I wanted to move away from having to sell products to using my experience to help anyone regardless of how much money they have." - Martin MacLeod
https://financialhealthclub.co.uk
https://www.linkedin.com/in/martin-macleod/
https://www.linkedin.com/company/financialhealthclub/
Timestamps:
[0:30] How did you grow your LinkedIn followers by a ridiculous amount in such a small amount of time?
[4:20] How did you end up at Schroders?
[8:10] Are you finding that you’re reaching your target market for those who have been hesitant to approach a financial advisor?
[10:30] The case for lifestyle maths
[12:00] What can you do in your 40s or 50s to start saving?
[16:00] What’s your biggest success story?
[20:30] If I was a complete novice, where would I start, how would I begin?
[22:30] Circling back to separating personal from business finances
[26:30] Where are you taking the business?
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