Podcast For Business with Steve Twynham

Understanding the Benefits of Professional Financial Advice

Welcome to another insightful episode of Podcasts for Business, brought to you in partnership with Network B2B. In this episode, host Steve Twynham engages with Dan Willers from Robertson Baxter to delve deeper into the importance of professional financial advice, expanding on the risks of DIY investing discussed in the previous episode.

Dan shares valuable insights into the role of financial advisors and discretionary fund managers, explaining how they collaborate to ensure clients receive the best possible returns while aligning with their risk appetite. The discussion also highlights the regulatory framework that ensures clients are well-protected and the proactive nature of advisors in maintaining client relationships.

Listeners will gain an understanding of the different types of financial advice available, the importance of regular reviews of financial plans, and how professional advice can adapt to changing personal circumstances. If you're considering financial advice or looking to understand its benefits, this episode is a must-listen.

Tune in to learn why working with a professional advisor could provide peace of mind and better financial outcomes, and stay informed about future episodes exploring the differences between independent and restricted advice.

“Robertson Baxter Limited is authorised and regulated by the Financial Conduct Authority”.

 

“The value of investments can go down in value as well as up, and you may not get back the full amount invested. If in any doubt please seek financial advice”.

 

The Perils and Prospects of DIY Financial Planning

In this insightful episode of Podcasts for Business, Steve Twynham is joined by Dan Willers from Robertson Baxter to delve into the intricate world of financial advice and planning. They discuss the importance of understanding the distinctions between investing and planning, highlighting the potential risks and challenges of DIY financial investing.

Dan provides expert insights into why working with a financial planner can be invaluable, especially when it comes to making informed decisions and navigating market fluctuations. He shares real-life stories and emphasises the importance of having a comprehensive financial plan to guide investment decisions.

The episode also explores the evolving regulatory landscape of the financial industry, the role of discretionary fund managers, and the significance of maintaining a diversified investment portfolio. Dan and Steve underline the benefits of seeking professional advice to ensure long-term success and financial security.

Tune in to learn more about the advantages of having a knowledgeable advisor by your side and why playing the long game is crucial in the world of investing.

“Robertson Baxter Limited is authorised and regulated by the Financial Conduct Authority”.

 

“The value of investments can go down in value as well as up, and you may not get back the full amount invested. If in any doubt please seek financial advice”.

Navigating Financial Well-Being: A Coaching Approach

In this insightful episode of Podcasts for Business, host Steve Twynham welcomes Dan Willers from Robertson Baxter to explore the impact of financial well-being on individuals and families. They delve into the common fears and misconceptions surrounding financial advice and highlight how a coaching approach can help clients feel more connected with their wealth.

Dan shares how Robertson Baxter focuses on understanding clients' personal aspirations and life goals, making financial discussions less daunting and more about personal growth. Discover how initial meetings are structured to be cost-free and commitment-free, allowing clients to explore their financial needs in a comfortable and supportive environment.

Learn about the importance of building a tailored financial plan that evolves with life's changes, ensuring long-term success and satisfaction. Whether you're planning for retirement, managing investments, or thinking about wealth transfer, this episode provides valuable insights into making informed financial decisions.

Join the conversation and gain confidence in seeking financial advice that aligns with your personal goals and aspirations.

“Robertson Baxter Limited is authorised and regulated by the Financial Conduct Authority”.

 

“The value of investments can go down in value as well as up, and you may not get back the full amount invested. If in any doubt please seek financial advice”.

Unlocking the Secrets of Social Media Success with Callum Howard

Welcome to the Podcast for Business, with your host, Steve Twynham, in partnership with Network B2B. Discover how to effectively share knowledge, expertise, events, and make vital business connections.

In this episode, Steve is joined by Callum Howard from Limitless Film and Media. Together, they explore the dynamic world of film and media, sharing Callum's unique journey from a YouTube start to managing a thriving media business.

Learn about the evolution of media and advertising, from high production values to the rise of user-generated content and the impact of platforms like TikTok. Callum shares invaluable insights into social media strategy, emphasising the importance of authenticity and engagement over hard sell tactics. Discover their innovative approach to social media advertising, focusing on value and entertainment.

The discussion delves into the benefits of Sky AdSmart for targeted television advertising, and Callum shares stories of real success with small businesses using accessible TV advertising to build trust and authority.

Wrapping up, they discuss event filming, the unique Oak Tree method for content generation, and the transformative power of AI in media. Tune in for practical tips and strategies to elevate your business in the digital age.

Thriving in Uncertain Times: Marketing Strategies for Success

Welcome to the latest episode of Podcasts for Business, presented in partnership with Network B2B. Join us as we delve into a captivating conversation with marketing expert Catrina Clulow, focusing on how businesses can leverage marketing strategies to thrive amidst uncertainty. With over two decades of experience, Catrina shares valuable insights and practical advice to help businesses navigate change effectively.

In this episode, discover how to optimise your marketing efforts without escalating costs, improve your customer experience, and ensure your business remains resilient. Catrina highlights the importance of understanding the environmental aspect of your business, refining processes, empowering your team, and embracing innovative approaches to reach customers consistently.

Don't miss out on Catrina’s strategies that can help your business approach and learn how to implement them today for future success.

Navigating the New Budget: Key Changes for Businesses and Individuals

Welcome to another episode of Podcasts for Business, brought to you in partnership with Network B2B. Join us as we delve into the latest budget announcements with Dan Willers from Robertson Baxter. With a new government in place, there are numerous proposed changes that businesses and individuals need to be aware of. This episode offers a comprehensive overview of the key highlights and potential impacts of these changes.

Dan takes us through the significant increase in class one employer national insurance contributions, changes to capital gains tax, and adjustments to inheritance tax affecting businesses and farmers. We also discuss the implications of proposed changes to pensions and stamp duty land tax.

This episode is packed with vital information, presented in a fast-paced format to keep you informed and engaged. Whether you're a business owner or an individual, understanding these changes is crucial for financial planning. Remember to seek advice from a financial advisor to navigate these changes effectively. Tune in for a whirlwind tour of the budget and what it means for you!

From Police Officer to The Sprout Guy: A Journey to Well-Being.

In this episode, host Steve Twynham sits down with David Algeo, also known as "The Sprout Guy," to explore his fascinating journey from a police officer to a well-being coach. David shares how his career in law enforcement shaped his understanding of stress and coping mechanisms, ultimately leading him to develop unique approaches to managing stress using cabbages and sprouts as metaphors.

Listen as David discusses his challenges and triumphs, including his insights into midlife health and the importance of addressing stress, isolation, and emotional coping. Discover how his innovative "Sprout" method can help you tackle life's demands, and learn about his mission to help individuals reshape their health and reclaim their lives.

Don't miss out on this inspiring conversation filled with practical tips for enhancing your well-being and motivation. 
Enjoy the podcast with David Algeo-The Sprout Guy.

Unlocking Marketing Success for Small Businesses

In this episode of Podcasts for Business, host Steve Twynham is joined by marketing expert Catrina Clulow to discuss her new initiative aimed at empowering small and micro businesses. The conversation delves into the challenges faced by these businesses when it comes to marketing, and how Catrina's supportive community offers affordable training and resources to help them thrive.

Catrina shares insights on the importance of understanding marketing beyond just branding and advertising, emphasising the value of setting up effective business processes. She also highlights the benefits of being part of a community that encourages open dialogue, learning from peers, and sharing experiences to achieve common goals.

Listeners will gain valuable tips on identifying ideal clients, setting appropriate pricing strategies, and leveraging market opportunities even in challenging economic times. Tune in to discover how joining this community can transform your marketing approach and propel your business forward.

Be part of the growing Marketing to Community.