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Planner Pulse

By Susie Munro | Sixpence Media

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There’s a lot of financial planners out there doing awesome things in their business. We’re not talking fancy new retirement strategies or investment products. We’re talking business building, systems, marketing, client experience and becoming more referable. But we don’t hear about them often. And we want to change that. Planner Pulse is a weekly interview with a financial planner or someone else in the profession, to delve into their knowledge and business. We’ll be discussing the tactics, the strategies and the mindset it takes to build or be part of a successful financial planning business.

Customer Reviews

An education for planners

I recently discovered Planner Pulse and am now making my way through the entire list.

What a fantastic way to get an education on how to be the best planner you can be!

Susie selects such interesting planners to interview and they all share generously.

As a newly independent adviser with my own licence I could not think of a better way to learn.

Thank you planners for sharing and helping our profession. Thank you Susie. Don't stop!

Incredibly useful

I've found the planner pulse podcast to be a fantastic listen on the way to work. The guests are great, I can learn from some wonderful planners, and it provides some insights that I try to build in to my own practice.

When are you coming back

It is such a good show

Planner Pulse
View in iTunes

Customer Ratings