Business Protection Masterclass, with LifeSearch

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.8 • 1.6K Ratings

🗓️ 20 September 2023

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

Welcome to another Inbetweenisode where my guest is a senior member of the team at LifeSearch - Alan Richardson. This will be super-useful episode for anyone who has a business of any kind.

Shownotes: https://meaningfulmoney.tv/session509

Transcript

Click on a timestamp to play from that location

0:00.0	Hi folks and welcome to the meaningful money podcast. This is session 500 and 9.
0:12.4	Yes, welcome back indeed great to have you with me once again. This is another in-between
0:16.8	assault and it's a super useful one for anybody who has a business of any kind. My guest is a
0:23.4	senior member of the team at life search. I'll let him introduce himself and let's do that now
0:29.5	without any further ado. Here we go. Well, I'm delighted to welcome Alan Richardson of Life Search
0:35.2	to the meaningful money podcast. Hi, Alan, how you doing? I'm farewell Pete. Thanks for inviting me on.
0:40.7	No worries, great to have you. Where about you talking to us from? In sunny St. Nears today,
0:45.2	absolutely, but my home office is in Milton Keynes, but it's a worker for my own day.
0:49.3	Right. No worries. It's cloudy and overcast and it's been an awful summary of so far in
0:54.8	Cornwall. What's it like up there with you? Oh, the sun is out. It's actually, as I was just saying
0:59.4	to you a moment ago, I've had to put a little bit of air conditioning on in the room because it's
1:02.2	getting so hot in here. Yeah. Okay. So I'll rub it in. That's great. Thank you very much.
1:06.4	So do you want to just start by telling us sort of who you are and what your role is at life search
1:11.5	and kind of how you got to this point? Yes. So it's a my job title at life search. It's head of
1:17.2	expert advice and that sort of incinerates that all of our advice isn't expert, but we have
1:23.5	a brand at life search, which is an expert, which is us providing our services to financial
1:29.7	wealth managers, GI brokers, accountants and so forth, and providing advice services to today
1:35.4	customers. And that's that's the team that I head up. In particular, that advice evolves around
1:42.2	business protection advice, inheritance tax advice, group protection advice, and then if it
1:47.6	is a little bit quirky in the industry. And I sort of got here through Osmosis. I was a good
1:55.0	advisor. I'd come over from the world of general insurance in the first instance where I'd
2:01.9	always worked with businesses. So I understood the environment, understood the needs. I've
	...

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