Talk FS

Protection Insurance Explained: Karla Edwards on Global Treatment & The Protection Parent (S2, E21)

Protection insurance explained in this episode of Talk FS, where host Ryan Venner is joined by Karla Edwards, founder of The Protection Parent. Karla shares how she unexpectedly entered financial services, built a successful protection business through social media, and became one of the UK’s strongest advocates for better protection awareness. In this episode, Ryan and Karla discuss: ✅ Why protection insurance education matters more than ever ✅ The importance of income protection, critical illness cover and life insurance ✅ What advisors need to know about Global Treatment and Zurich Accelerate ✅ How Karla built The Protection Parent brand through authentic social media content ✅ Social media strategies for mortgage and protection advisors ✅ Why “conscience over commission” is central to Karla’s business philosophy If you work in financial services, mortgages, protection or financial advice, this episode offers valuable insight into educating clients, building trust, and growing a personal brand in the industry. 🎙️ Guest: Karla Edwards – Founder of The Protection Parent Subscribe for more interviews with leading professionals across financial services, mortgages, recruitment, protection and adviser businesses. Karla's links: The Protection Parent: https://theprotectionparent.co.uk/ [https://theprotectionparent.co.uk/] LinkedIn: https://www.linkedin.com/in/karla-edwards-9ba043189/ [https://www.linkedin.com/in/karla-edwards-9ba043189/] TikTok: https://www.tiktok.com/@theprotectionparent [https://www.tiktok.com/@theprotectionparent] #ProtectionInsurance #FinancialServices #IncomeProtection #CriticalIllnessCover #LifeInsurance #MortgageAdvisers #ProtectionParent

From Professional Cricket to Financial Advice | Matt Machan on Building a Financial Planning Business (S2, E20)

Transitioning into a career in financial advice is the focus of this episode of Talk FS, as Ryan Venner sits down with Matt Machan to explore his journey from professional cricket into building a successful financial planning business. After his cricket career was cut short through injury, Matt was forced to rethink his future earlier than expected. In this conversation, he shares how the mindset, discipline, and resilience developed in elite sport helped him transition into financial services and launch his own advice business. Matt discusses the challenges of entering a completely new industry, lessons from building client relationships, and what advisers can learn from applying a professional athlete mindset to business growth. Whether you're considering a career in financial advice, growing your own firm, or interested in career transitions into financial services, this episode is packed with valuable insights. Chapters 00:30 – Introduction Who is Matt Machan? 01:34 – Leaving Professional Cricket Behind How injury changed Matt’s career path 03:13 – Why Financial Advice? Choosing a new direction after sport 07:52 – Adapting to the Real World The biggest challenges after elite sport 10:09 – Building a Financial Advice Business Early wins, exams, and business growth 12:23 – Thinking Long-Term in Business Moving from seasons to long-term planning 15:28 – Scaling the Business the Right Way Growth, systems, and future plans 18:20 – Building a Client Base From Scratch Why Matt didn’t rely on his sporting network 24:24 – The Importance of Mentorship Learning from experienced advisers 27:05 – What Matt Would Do Differently Lessons from building a business 28:54 – Career Lessons From Sport How elite sport shaped his mindset 29:40 – Outro Final reflections and takeaways About Talk FS: Talk FS is a podcast from Premier Jobs UK, featuring conversations with professionals across the financial services industry. Each episode explores career journeys, industry insights, and the future of financial advice.

Building a Successful Financial Planning Business | James Woodfall on Clients, Growth & Advice (S2, E19)

Building a successful financial planning business is the focus of this episode of Talk FS, as Ryan Venner is joined by James Woodfall to explore what it takes to grow and sustain a modern financial advice firm. James shares his experience working within financial planning, offering insight into how advisers can build strong client relationships, develop their proposition, and create a business that delivers long-term value. From winning new clients to maintaining trust and delivering consistent advice, this episode provides practical takeaways for financial advisers at all stages of their career. The conversation also dives into the challenges facing today’s financial advice profession, including client expectations, business growth, and maintaining high standards in a competitive market. James offers his perspective on what separates successful advisers and how firms can continue to evolve. Whether you're an established financial adviser or looking to grow your financial planning business, this episode is packed with actionable insights and real-world experience. About Talk FS Talk FS is a podcast from Premier Jobs UK, featuring conversations with professionals across the financial services industry. Each episode explores real stories, career journeys, and insights shaping the future of financial advice.

How to Build a Successful Career in Financial Advice | Sam Patterson | Talk FS (S2, E18)

How to build a successful career in financial advice is the focus of this episode of Talk FS, as Ryan Venner sits down with Sam Patterson to explore the realities of working in financial planning today. Sam shares his journey into financial services, the lessons he’s learned along the way, and the mindset required to grow within a competitive and evolving industry. From early career decisions to developing as a modern financial adviser, this episode is packed with practical insights for anyone looking to succeed in financial advice. The conversation also dives into the importance of continuous development, building strong client relationships, and navigating opportunities within the profession. Whether you’re just starting out or looking to progress your career, this episode offers valuable, real-world advice. About Talk FS: Talk FS is a podcast from Premier Jobs UK, featuring conversations with professionals across the financial services industry. Each episode explores real stories, career journeys, and insights shaping the future of financial advice.

How Much Do You Need to Retire? | Financial Planning Secrets with Amyr Rocha Lima (S2, E17)

In this episode of Talk FS, we’re joined by Amyr Rocha Lima — an award-winning financial planner and TEDx speaker — to break down the truth about retirement planning, pensions, and financial freedom. If you’ve ever asked yourself: * “How much do I need to retire?” * “Am I saving enough for retirement?” * “What does a good financial plan actually look like?” …this episode is for you. Amyr shares practical insights from his experience helping professionals retire on their terms, including the mindset shifts, strategies, and common mistakes that could be costing you your future. 🎯 Whether you're early in your career or approaching retirement, this conversation will help you take control of your financial future. --- 🔗 Learn more about Amyr Rocha Lima: https://www.amyr.co.uk/ [https://www.amyr.co.uk/] 🎥 Watch Amyr’s TEDx Talk: https://youtu.be/JxdUWsudi6g?si=1NMYWyEatcDeW1JY [https://youtu.be/JxdUWsudi6g?si=1NMYWyEatcDeW1JY] --- ⏱️ CHAPTERS 00:00 Introduction 01:12 Who is Amyr Rocha Lima? 03:45 Why most people get retirement planning wrong 07:30 How much do you actually need to retire? 12:15 The biggest financial planning mistakes 16:40 Understanding pensions and long-term investing 21:10 The psychology of money and financial behaviour 25:55 How to build a financial plan that works 30:20 Financial freedom vs retirement – what’s the goal? 34:10 Lessons from Amyr’s TEDx Talk 38:45 Advice for financial advisers and professionals 42:30 Final thoughts & key takeaways --- 📈 KEY TOPICS COVERED: * Retirement planning UK * How much you need to retire * Financial planning strategies * Pension advice and investing * Financial freedom mindset * Behavioural finance --- 👍 If you enjoyed this episode, make sure to like, comment, and subscribe for more conversations with leading voices in financial services. #RetirementPlanning #FinancialPlanning #PensionsUK #FinancialFreedom #WealthManagement