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Episode 214: Martin MacLeod, the CEO and Founder of the Financial Health Club
- 2024/10/16
- 再生時間: 31 分
- ポッドキャスト
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サマリー
あらすじ・解説
"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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