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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