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Unlocking Financial Success: Martin Lockyer’s Journey from Lifelong Learning to Leading Financial Planning

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Manage episode 475056427 series 3584293
Content provided by ActionCOACH. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ActionCOACH or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of The Epic Entrepreneur Podcast, financial expert Martin Lockyer shares his journey from the corporate finance world to co-founding Westminster, one of the UK’s top-ranked financial planning firms. He highlights the key factors behind his success: leading with strong values, prioritizing independence, and fostering accountability. Martin emphasizes the importance of hiring based on shared beliefs, setting clear goals, and embracing lifelong learning. He also reflects on the mentors who shaped his career and the lessons he’s learned along the way. His story is one of perseverance, strategic thinking, and personal growth in the ever-evolving financial industry.
About Westminster Wealth Management:
Westminster Wealth Management is a leading independent financial planning firm dedicated to providing client-focused wealth management solutions. Founded on core values of integrity, accountability, and independence, Westminster prioritizes long-term financial success for its clients without external shareholder influence. With a team of seasoned professionals, the firm offers personalized financial strategies, ensuring sustainable growth and financial security for individuals and businesses alike.
Learn more: https://www.westminster-wealth.com/

About ActionCOACH:

ActionCOACH is the world’s leading business coaching firm, dedicated to helping small and medium-sized businesses grow and succeed. With a global network of certified business coaches, ActionCOACH provides expert guidance, proven strategies, and personalized support to help business owners achieve their goals. Whether you're looking to increase revenue, improve efficiency, or develop a strong team, ActionCOACH has the tools and experience to make a significant impact on your business.

Find your local ActionCOACH here: https://www.actioncoach.com/free-business-coaching/

  continue reading

47 episodes

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iconShare
 
Manage episode 475056427 series 3584293
Content provided by ActionCOACH. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ActionCOACH or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of The Epic Entrepreneur Podcast, financial expert Martin Lockyer shares his journey from the corporate finance world to co-founding Westminster, one of the UK’s top-ranked financial planning firms. He highlights the key factors behind his success: leading with strong values, prioritizing independence, and fostering accountability. Martin emphasizes the importance of hiring based on shared beliefs, setting clear goals, and embracing lifelong learning. He also reflects on the mentors who shaped his career and the lessons he’s learned along the way. His story is one of perseverance, strategic thinking, and personal growth in the ever-evolving financial industry.
About Westminster Wealth Management:
Westminster Wealth Management is a leading independent financial planning firm dedicated to providing client-focused wealth management solutions. Founded on core values of integrity, accountability, and independence, Westminster prioritizes long-term financial success for its clients without external shareholder influence. With a team of seasoned professionals, the firm offers personalized financial strategies, ensuring sustainable growth and financial security for individuals and businesses alike.
Learn more: https://www.westminster-wealth.com/

About ActionCOACH:

ActionCOACH is the world’s leading business coaching firm, dedicated to helping small and medium-sized businesses grow and succeed. With a global network of certified business coaches, ActionCOACH provides expert guidance, proven strategies, and personalized support to help business owners achieve their goals. Whether you're looking to increase revenue, improve efficiency, or develop a strong team, ActionCOACH has the tools and experience to make a significant impact on your business.

Find your local ActionCOACH here: https://www.actioncoach.com/free-business-coaching/

  continue reading

47 episodes

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