The Financial Planning Club

This week, we’re joined by Ian Dempsey, Independent Financial Planner and Coach at Themoneyman. 🎙️ Ian is passionate about making financial advice simple, accessible, and jargon-free, but he’s also clear on one thing: if advisers aren’t embracing technology and social media, they’re going to get left behind. In this episode, he shares his perspective on why digital tools, AI, and online presence are no longer optional for financial planners—they’re essential. Whether it’s reaching new clients, improving efficiency, or enhancing client engagement, the firms that adapt will be the ones that thrive. 💡 📅 Out today – tune in now! 👇🏼 Links to listen on Amazon, Spotify, Apple Podcasts, and more in the comments. Lewis Byford #FinancialPlanningPodcast #Technology #AI #SocialMedia #FinancialPlanning #DigitalStrategy #FinancialPlanningClub #Connect #Collaborate #Empower

Imagine the possibilities… now tell us what your clone is doing first! Lee Old-Lewis Byford-Amanda Ford #connect #collaborate #empower #community #thefinancialplanningclub #joinus #financialadvisers #financialadviser #financialservices #gettoknowyou 

Next up on the Financial Planning Podcast, Lewis is joined by Ian Dempsey, Independent Financial Planner and Coach at Themoneyman. Ian is all about keeping financial advice simple and accessible, cutting through the jargon and making sure people feel confident about their money. But one thing he’s crystal clear on? If you’re not embracing social media and technology, you’re going to get left behind. In this episode, he shares his thoughts on why financial advisers need to lean into digital tools, AI, and online presence to stay ahead—and why ignoring it simply isn’t an option anymore. 📅 Full Episode Release Date: Tuesday 18th March 🎧 Catch the teaser below! If you're in financial planning and not using tech to your advantage, now’s the time to start. #FinancialPlanningPodcast #PodcastTeaser #FinancialPlanning #Technology #AI #SocialMedia #DigitalStrategy #FinancialPlanningClub #Connect #Collaborate #Empower

New week new podcast! This episode features Michelle Wilson-Stimson , CEO & Founder of eParaplan Connect, and Shaunagh Wilson , COO—an incredible mother-daughter team and valued collaboration partners of the Financial Planning Club. 🎙️ Michelle and Shaunagh are redefining adviser support by helping firms scale efficiently without compromising quality. In this episode, they share their unique working dynamic, how they balance big ideas with structure, and why outsourced paraplanning is transforming the way advisers operate. Expect honest insights, plenty of laughs, and a fresh perspective on building a more efficient advice business. 💡 📅 Out today – tune in now! 👇🏼 Links to listen on Amazon, Spotify, Apple Podcasts, and more in the comments. Lewis Byford #FinancialPlanningPodcast #Paraplanning #Outsourcing #Efficiency #FinancialAdvisers #FinancialPlanningClub #Connect #Collaborate #Empower

Did you know: In 2024, 42% of UK adults reported listening to podcasts monthly, up from 34% in 2023. Are you thinking about starting a podcast? Exciting idea but where do you begin? Before you jump in, there are some big questions to ask yourself: about your purpose, your audience, your format, and how you’ll keep it going when the initial buzz wears off. From our experience of The Financial Planning Podcast we have put together 40 key questions to help you get real clarity before launching your podcast. These aren’t just for financial services professional, they apply to any industry, whether you’re building a personal brand, sharing expertise, or simply creating great conversations. Would you like a copy... comment 'podcast' below or send us a DM and we'll send it over Amanda Ford-Lewis Byford-Lee Old #connect #collaborate #empower #thefinancialplanningclub #community #joinus #financialadviser #financialadvisers #podcast #financialservices #wealthplanning #wealthmanagement #financialplanning #businessowners #thriveasanifa 

Here's what is coming up in The Financial Planning Club this week: 🔹 Tuesday: Our new podcast goes live on all your favourite podcast platforms. We’re talking to Michelle Wilson-Stimson ⭐️CEO at eParaplan Connect and Shaunagh Wilson ✨from eParaplan Connect 🔹 Thursday: Our next edition of Thrive as an IFA goes live on LinkedIn Follow along, join us and see what we’re up to in The Club #connect #collaborate #empower #thefinancialplanningclub #community #joinus #financialadviser #financialadvisers #financialservices #wealthplanning #wealthmanagement #financialplanning #businessowners

🌟 Celebrating the Women Who Make The Club Exceptional! 🌟 Tomorrow is International Women’s Day, we want to take a moment to recognise and celebrate the incredible women we have the privilege of working with in The Financial Planning Club. From driving innovation to providing invaluable support and leadership, these women play a huge role in shaping the success of our community. Whether it’s guiding advisers through challenges, offering fresh perspectives, or leading from the front, their impact is immeasurable. Thank you for everything you do. Your dedication, expertise, and passion make a real difference in the world of financial planning, and we’re grateful to have you as part of the journey. Tomorrow is about recognition, appreciation, and empowerment, but let’s ensure that every day is an opportunity to champion the amazing women in our profession. Who are the women in financial services that have inspired you? Let’s give them the recognition they deserve! Drop their names in the comments 👇 #internationalwomensday #IWD2025 #womeninfinance #inspiration #leadership #connect #collaborate #empower #thefinancialplanningclub #community #joinus #financialadviser #financialadvisers #financialservices #wealthplanning #wealthmanagement #financialplanning #businessowners #thriveasanifa 

Dream big—what would make your work life even better? Lee Old-Lewis Byford-Amanda Ford #connect #collaborate #empower #community #thefinancialplanningclub #joinus #financialadvisers #financialadviser #financialservices #gettoknowyou 

💬 In Conversation with Our Club Members 💬 Every week, we’re sharing real thoughts from advisers like you, the challenges, the wins, and the realities of running a financial planning business. This week’s quote: 📢 "Hearing about the support available feels like a weight is lifted. It's not all on my shoulders anymore" If this resonates with you, you’re not alone! The Financial Planning Club is here to support advisers facing these same challenges. 👇 Drop a comment, how does this relate to your experience? Amanda Ford-Lewis Byford-Lee Old #connect #collaborate #empower #thefinancialplanningclub #community #joinus #financialadviser #financialadvisers #financialservices #wealthplanning #wealthmanagement #financialplanning #businessowners #thriveasanifa #ifacommunity #supportnetwork