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The Meaningful Money Personal Finance Podcast

MMP219: The Maven Adviser

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.91.7K Ratings

🗓️ 26 July 2017

⏱️ 41 minutes

🧾️ Download transcript

Summary

I have often wondered what it would be like to start a brand new financial planning practice from scratch. What would the process look like if I was unencumbered by any pre-existing systems, technology or even client expectations. My good mate Andy Hart, a previous guest on the show back in Session 79, has recently launched his own practice, Maven Adviser. I’m going to chatting to him about the decisions he has made and why. Along the way, I hope you might learn something about what makes a good adviser.

Transcript

Click on a timestamp to play from that location

0:00.0

Hi folks and welcome to the Meaningful Money podcast session number 219 and I got another one of my buddies on today.

0:10.3

This is the podcast dedicated to helping you put your finances in order.

0:19.2

My name is Pete Matthew and I'm going to share with you everything you need to know and everything you need to do to put your finances in order. My name is Pete Matthew and I'm going to share with you

0:21.1

everything you need to know and everything you need to do to secure your financial future.

0:25.9

I'm here to help you make sense of money.

0:33.2

Yeah, I still love that music, 220 sessions on 2019. Now, I've often wondered what it would be like to start a brand new financial planning practice from scratch. Okay, I bought into my company here, Jackson's, gosh, 10, 11 years ago now, nearly, and it's a 40-odd-year established company. So, you know,

0:57.6

I would love to know what it might be like to start a new practice, unencumbered by any

1:03.4

pre-existing systems, technology, even client expectations, right? I mean, don't get me wrong. I'm

1:09.8

very grateful for the opportunity to

1:11.9

buy into something that was very well established and for relatively cheaply as well. But I've always

1:16.8

wondered what it would be like. Well, my good mate, Andy Hart, who's a previous guest on the show back in

1:20.7

session 79, he has recently launched his own practice called Maven Advisor. So I'm going to be

1:26.3

chatting to him today about the decisions

1:27.7

he's made, about how to set that up and why. And along the way, I'm hoping that you might learn

1:32.7

something about what makes a good advisor and what the process might look like. So that's in just a few

1:39.1

seconds time. After that, I'm going to be looking at the reviews that have been left,

1:42.7

announce what we're going to be talking about next time. But first, before all that, remember, this podcast continues

1:47.1

to be brought to you with the help of my friends at Seven Investment Management. They're a firm

1:51.2

of investment managers based in London, and they specialize in multi-asset investing, which brings

1:55.4

institutional level investing techniques to ordinary people, just like you, just like me. I'm ordinary. I am, really.

2:05.0

7.I.m. put their name to the show, to the site and help me out because they believe in what I'm doing, trying to get decent, easy to understand financial information out to those who need it.

2:09.1

I'm ever so grateful to them for their ongoing support. Please do check out what they're up to. They're. I am.com.uk. Okay, my good buddy, Andy Hart, he is known in the UK

...

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