Rob Schwarz
Financial Planner
DipPFS EFP
London
I am determined to change the perception of our profession through excellent financial planning. There is an out-of-date view on not only our profession, but on the financial services industry as a whole, which doesn’t acknowledge the incredibly positive impact we have on our clients lives every single day. Excellent financial planning goes beyond the numbers. The team and I talk to clients about family, goals, futures, events, and our job is to make money work for their individual lives.
I believe we are way past the days of focusing solely on financial return. Our clients are entrepreneurs, highly respected professionals, and disruptive retirees, but more importantly they are parents, children, partners, and carers. A lot of our clients are responsible investors, they care more about the legacy they leave behind than ever before.
I am excited to be part of the collective at PFS Power who are changing the narrative and making a difference through the Power of Financial Planning.
Content by Rob Schwarz
Adviser Pain Point: Niche! If you talk to everyone you talk to no one
Join Financial Planners Rob & Scott as they explore why nailing your niche market is so important with this month’s guest Tommie Hoban.
Adviser Pain Point: Too many clients, too much work, too little money
This month Rob & Scott talk to Melissa Kidd, Communication Coach and founder Motem about the concept of Essentialism, an idea explored in a book of the same name by author Greg McKeown.
Adviser Pain Point: Prospering as a Financial Planner
This month Rob & Scott talk to David Scarlett, founder of Soul Millionaire, executive coach to financial advisers, author and poet.
Adviser Pain Point: First conversations with clients
Join this new series of POWER Talks with Rob & Scott as they dig deep with financial planning practitioners to find out their secrets for success around specific pain points.
Power Podcast – Episode 21 – Amyr Rocha Lima
Rob Schwarz and Scott Millar are joined by Amyr Rocha Lima of Holland Hahn & Wills.
Power Podcast – Episode 20 – Carla Brown
Rob Schwarz and Scott Millar are joined by Carla Brown of Oakmere Wealth Management.
Power Podcast – Episode 19 – Catherine Morgan
Rob Schwarz and Scott Millar are joined by Catherine Morgan of The Money Panel.
Power Podcast – Episode 18 – Gretchen Betts
Rob Schwarz and Scott Millar are joined by Gretchen Betts of Magenta Financial Planning.
Power Podcast – Episode 17 – Will Robins
Rob Schwarz and Scott Millar are joined by Will Robins, Editor at New Model Adviser.
Power Podcast – Episode 16 – Tamsin Caine
Rob Schwarz and Scott Millar are joined by Tamsin Caine, Director of Financial Planning at Smart Financial, Smart Divorce.
Power Podcast – Episode 6 – Natalie Wright
Rob Schwarz and Scott Millar are joined by Natalie Wright, Partner and Head of Family Business at Mazars.
