Leap into this retro platformer–inspired episode with Warren Shute and Paul Cleworth as your pixelated protagonists. Starting in the “Solo Start” world, you dash across blocks labelled “Capacity Limits” and collect “Client Coins". Discover why a single character can’t conquer every level alone and learn to spot the flashing “Power-Up” icons—signals it’s time to recruit allies and build a party strong enough for the next stages.
As you warp pipe into the “Foundation Fortress,” our hosts guide you through building sturdy platforms: “Process Scrolls” for CRM, “Fact-Find Feathers". Bounce on question-mark blocks to uncover hidden “Tech Toolkit” power-ups, ensuring your workflow doesn’t collapse under the weight of “Workflow Gaps” and each extra life brings you closer to a stable practice. By the final warp pipe, you’ll have gathered all the power-ups needed to transform from a lone planner into the ruler of your own financial practice kingdom.
==========================
Chapters:
0:00 - Intro
6:00 - How to Level Up from a Solo Planner to a Financial Planning Practice
==========================
Show Notes:
How I Got to a Million Pounds in Revenue - PFS Power
https://pfspower.org/webinars/how-i-got-to-a-million-pounds-in-revenue/
New software - FinCalc
Making a Will - all you need to know | Age UK
https://www.ageuk.org.uk/information-advice/money-legal/legal-issues/making-a-will/
Self Assessment tax returns: Overview - GOV.UK
https://www.gov.uk/self-assessment-tax-returns
How to fill in a Self Assessment tax return | MoneyHelper
https://www.moneyhelper.org.uk/en/work/self-employment/how-to-fill-in-a-self-assessment-tax-return
Prestwood Truth Software
https://www.truthsoftware.co.uk/truth-about-money/
==========================
Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks Leave us a 5 star review: https://podcasts.apple.com/gb/podcast/the-finance-geeks-podcast/id1730764561 https://open.spotify.com/show/7Lr2aFmlJeqvFFkbefqk3P ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. ==========================
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.
Two Guys, Five Rings: Matt, Bowen & The Olympics
Two Guys (Bowen Yang and Matt Rogers). Five Rings (you know, from the Olympics logo). One essential podcast for the 2026 Milan-Cortina Winter Olympics. Bowen Yang (SNL, Wicked) and Matt Rogers (Palm Royale, No Good Deed) of Las Culturistas are back for a second season of Two Guys, Five Rings, a collaboration with NBC Sports and iHeartRadio. In this 15-episode event, Bowen and Matt discuss the top storylines, obsess over Italian culture, and find out what really goes on in the Olympic Village.