Paul Timms from SB Advice is a fully qualified financial planner who specialises in helping clients find the right balance in living the life they want and looking out for their retirement. 00:04 - Importance of Financial Modeling
00:54 - Introduction to Paul and His Background01:55 - Understanding Financial Planning
02:20 - Starting in Financial Planning
03:45 - Personal Growth Through Financial Planning
05:02 - Misconceptions About Financial Planning
06:01 - Comprehensive Financial Planning
07:03 - Role of Financial Advisors
08:04 - Client Engagement and Education
09:25 - Financial Planning as a Career
10:44 - Future of Financial Planning
11:08 - Challenges in Running a Financial Planning Business
12:17 - Importance of Building Client Relationships
13:03 - Integration of Technology in Financial Planning
14:36 - Changes and Regulation in Financial Planning
15:49 - Attracting Younger Clients
16:58 - Impact of Financial Planning on Client Lives
18:24 - Financial Planning in Asset Management
19:37 - Financial Product Understanding Through Planning
20:55 - Future Directions in Financial Planning
22:01 - Closing Remarks and Contact Info
30:10 - Detailed Client Stories
45:20 - Daily Operations and Client Interactions
58:00 - Long-Term Client Relationships
1:14:00 - Conclusion and Final Thoughts Follow Paul: LinkedIn - https://www.linkedin.com/in/paul-timms-16992657/ Site - https://www.sbadvice.com.au/
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