The Financial Planner's Playbook

Thu, 19 Jan 2023 17:05:56 GMT

This episode is hosted by Shaun O’Connor, Senior Consultant at Insight Private Clients and Mark Hedderman, CEO of Hedderman Financial Solutions. In this episode they’re chatting to Bernard Walsh about the current Investment landscape in Ireland and the impact this is having on the financial planning industry here. Bernard is Head of Pensions and Investments with Bank of Ireland and is currently lecturing on the Investment Management module of LIA’s Postgraduate Diploma in Financial Planning. In this episode Shaun, Mark and Bernard will also discuss the impact that having LIA’s SIA designation has had on their careers and their client relationships. We hope you enjoy it!

Hosted on Acast. See acast.com/privacy for more information.

The Financial Planner's Playbook

Sun, 15 Jan 2023 16:37:42 GMT

This episode is hosted by Mark Hedderman, CEO of Hedderman Financial Solutions and Shaun O’Connor, Senior Consultant at Insight Private Clients. Today they’re chatting to James Skehan, about the current retirement planning landscape in Ireland and the impact this is having on the financial planning industry here. James has over 40 years of pension industry experience and is currently lecturing on the Retirement planning module of LIA’s Postgraduate Diploma in Financial Planning. In this episode Mark, Shaun and James will also discuss the impact that having LIA’s RPA designation has had on their careers and their client relationships. We hope you enjoy it!

Hosted on Acast. See acast.com/privacy for more information.