Épisodes

  • Here’s What Financial Planners and Investment Advisors Should Do In Uncertain Times (Ep.4)

    Here’s What Financial Planners and Investment Advisors Should Do In Uncertain Times (Ep.4)
    Jun 21 2022
    When the market is volatile, what should financial planners and investment advisors be doing to relieve the stress for their clients? In this episode of Your Practice Your Passion, Wes Forster explains what financial planners and investment advisors need to be doing in times of market volatility and what he does for his financial planning … Continue reading Here’s What Financial Planners and Investment Advisors Should Do In Uncertain Times (Ep.4) →
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    34 min
  • How Coaching Will Improve Your Practice Immediately with Ian Stephens (Ep. 3)

    How Coaching Will Improve Your Practice Immediately with Ian Stephens (Ep. 3)
    May 10 2022
    Has Your Financial Planning Practice or Investment Advisory Practice Hit A Ceiling? How coaching and the right tools will take your business to the next level The Perfect Practice can get you past those barriers and help you advance your business and your financial planning/investment advisory practice. In this episode, Wes is joined by Ian … Continue reading How Coaching Will Improve Your Practice Immediately with Ian Stephens (Ep. 3) →
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    36 min
  • Find a Practice Coach with a Growth Mindset with Derek Schaefer (Ep. 2)

    Find a Practice Coach with a Growth Mindset with Derek Schaefer (Ep. 2)
    Apr 14 2022
    The strongest financial advisors and planners ask themselves, “How do I grow forward? How do I get better at building my practice when I have hit a ceiling? And offer a better service than what is currently out in the world?” In this episode, Wes Forster speaks with Derek Schaefer, financial advisor and owner of … Continue reading Find a Practice Coach with a Growth Mindset with Derek Schaefer (Ep. 2) →
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    24 min
  • Learn How To Take Your Business To The Next Level with Wesley Forster (Ep. 1)

    Learn How To Take Your Business To The Next Level with Wesley Forster (Ep. 1)
    Mar 8 2022
    Financial advisors and planners are always looking for ways to take their business to another level. But, that’s only possible if you’re passionate about building your practice and have a plan to execute. Learn how Wesley Forster, CFP®, Registered Financial Planner, and coach at The Perfect Practice, can help you turn your practice into a … Continue reading Learn How To Take Your Business To The Next Level with Wesley Forster (Ep. 1) →
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    29 min
  • Coming Soon!

    Coming Soon!
    Feb 6 2022
    1 min