The First Wealth Podcast

First Wealth Financial Planning

Hello and welcome to the First Wealth Podcast! I'm Rob Schwarz and I'm Scott Millar and we are both Financial Planners at First Wealth. We'll be your hosts for series 2 of the podcast supporting your journey whilst you carve your own path, disrupt industries and build innovative companies. This podcast is for the trailblazers, the visionaries and the rebels - who are consistently taking risks to push both their careers and lives to the next level. We’ll be having discussions with the figures standing out from the crowd, and making a name for themselves - and they’ll be sharing how you can do the same. At First Wealth, we offer an award-winning service to create confidence for tomorrow, so you can live life on your terms today, and with the First Wealth Podcast we’re talking entrepreneurial mindset and mastery to take your business to the next level - covering topics such as culture, communications, mindset, change management to name a few. Our mission is to make financial planning fun and joyous for our clients and we're very proud of our B-Corp status and passionate about our positive impact within the community - something we’re building upon within each new episode of this podcast.We'll be releasing a new episode every Tuesday, and you can follow the journey and find out more about us at https://www.firstwealth.co.uk/ read less
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Play Trailer
Welcome to Series 2 of The First Wealth Podcast
05-09-2022
Welcome to Series 2 of The First Wealth Podcast
Take a listen to the trailer for series 2 of “The First Wealth Podcast” launching Tuesday 13th September! This new series will be led by our own Financial Planners, Robert Schwarz and Scott Millar, who’ll be chatting to innovative business visionaries discussing how they got to where they are today. New episodes will be dropping every Tuesday, so make sure to subscribe via your favourite podcasting platform to be the first to hear episode 1 and 2 on launch day…!First Wealth Website: https://www.firstwealth.co.uk/category/podcast

Episodes

Re-Inventing the Creative Coworking Sector with Co-Founder of Foundry, Adam Walker #S2E10
28-02-2023
Re-Inventing the Creative Coworking Sector with Co-Founder of Foundry, Adam Walker #S2E10
Since 2020, there’s been a growing desire for business and personal connection, a challenge which Foundry is tackling head-on by curating SMEs around the country. Their Co-Founder Adam Walker is brimming with the passion to reinvent coworking, and create a bustling community within each of their rapidly growing sites.Adam joins us on The First Wealth Podcast for a look at the brand’s stellar growth, and how they’re achieving their purpose-led mission.This episode covers:Adam’s early entrepreneurship and the roots upon which Foundry beganThe importance of going the extra mile to curate coworking communitiesCreating a vision with values and purpose over commercialityImbuing local values into each location of Foundry’s wide-reaching missionGet in touch: hello@firstwealth.co.uk
Creating the UK’s First Dedicated Aquavit Distillery with CEO of Vintersol Distillery, Sasha Cohen #S2E9
21-02-2023
Creating the UK’s First Dedicated Aquavit Distillery with CEO of Vintersol Distillery, Sasha Cohen #S2E9
Last year there were 820+ gin distilleries in the UK, and only 4 who produced aquavit, a Scandinavian spirit. Sasha Cohen is CEO of the only one whose sole focus is aquavit.To find and enter such a remarkable gap in the market takes a true trailblazer like Sasha, who committed fully to running Vintersol Distillery in 2019. We hear from Sasha on The First Wealth Podcast as he details the fascinating journey to creating such a prolific, industry-leading family business.This episode covers:The process of creating Scandinavia’s answer to gin: AquavitOvercoming the hurdle of bringing an unknown spirit to a new countryPushing comfort zones through drive and ‘bloody-mindedness’How Sasha develops a product range that shows off aquavit’s versatilityThe unique challenges and opportunities working in a family businessGet in touch: hello@firstwealth.co.uk
Dismantling Diet Culture & Valuing Authenticity Above All with Founder of Nobs App, Lucy Mountain #S2E8
25-10-2022
Dismantling Diet Culture & Valuing Authenticity Above All with Founder of Nobs App, Lucy Mountain #S2E8
A quick glance at the fitness industry will often reveal only a dizzying array of conflicting information, social pressure and (possibly worst of all) advice perpetuating diet culture.That’s where Lucy Mountain steps in to show that there’s a better way - one with no extremes, no guilt-tripping, and absolutely no BS. Joining us on The First Wealth Podcast this week, Lucy is a recovered diet culture victim and Founder of Nobs App who shares her authentic approach to content, community-building principles, and how she stays on her entrepreneurial A-game. This episode covers:Lucy’s evolution as an entrepreneur creating an app with social purposeThe awful consequences of diet culture’s widespread prevalenceRemaining authentic even if it becomes financially detrimentalThe importance of putting mental wellbeing first when running a business with such focus on social media and communityHow to get out of a funk, focus on small wins and set yourself up for successGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
The Power of Making Mistakes with Founder of Hermosa, Erika Tamayo #S2E7
18-10-2022
The Power of Making Mistakes with Founder of Hermosa, Erika Tamayo #S2E7
Life often speaks to you and presents opportunities, sometimes you just need to listen. Erika Tamayo did, and it led her to creating a brand that’s reinventing the protein shake.Erika, Founder of Hermosa, is also responsible for much of the marketing for Barry’s Bootcamp UK, so it’s safe to say that she knows how to stay level when the going gets tough.In this week’s candid and colourful episode of The First Wealth Podcast, we hear about Erika’s entrepreneurial roots, the secrets to more effective comms, why mistakes are the best thing for us, and how she invites her team to ‘kill the ghost’.This episode covers:Why making mistakes is the best thing you can doHow Erika took risks and evolvedTips for overcoming periods of high stress and overwhelmThe power of proper communicationsLong term goals for HermosaGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
Conquer Your Goals Through the Power of Optimistic Realism with Entrepreneur & Triathlete, Pete Pastides #S2E6
11-10-2022
Conquer Your Goals Through the Power of Optimistic Realism with Entrepreneur & Triathlete, Pete Pastides #S2E6
Dream it. Believe it. Do it. This is the 3 step mantra that leads Pete Pastides in all he’s achieving, whether it be as an accomplished triathlete or an experienced CMO.Pete, a longstanding First Wealth client, joins us on this inspiring episode of the podcast this week to share how he jumped from IBM into being a first time Founder, his work with the Brownlee brothers on their fitness brand, the passion and determination behind his sporting endeavours, and much more.This episode covers:Taking the intimidating leap into starting a new businessGoal-setting to give your life and future a sense of purposeHow Pete amassed his wealth of CMO experience and knowledgeCollaborating with the Olympian Brownlee brothers on Brownlee FitnessBalancing business endeavours with staggering athletic achievementsGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
The Steps to Becoming a Forbes 30 Under 30 Co-Founder with Zanna Van Dijk, Co-Founder of Stay Wild & Thrive Money #S2E5
04-10-2022
The Steps to Becoming a Forbes 30 Under 30 Co-Founder with Zanna Van Dijk, Co-Founder of Stay Wild & Thrive Money #S2E5
Zanna Van Dijk arrived on the Instagram scene as one of its early adopters. Fast-forward 8 years, and Zanna boasts 385k followers, 2 journeys as a Co-Founder and one fantastic spot on Forbes’ 30 Under 30.While Zanna may have found fortune in her timely arrival on the social media scene, it’s her resilience, determination and mindset that have secured her success with Stay Wild, and led her to create Thrive Money.We hear Zanna’s incredible story and keys to success on this fascinating episode of The First Wealth Podcast!This episode covers:Embracing social media and building a huge followingHow Stay Wild’s Co-Founders earned their spot on Forbes’ 30 Under 30Revenue streams to be found on social platformsThe perils of entering a brand new, young industryEmbracing the lack of balance that comes with new business ownershipThe dark side of social mediaGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
The Untapped Power of Human Psychology with Author, Speaker, and Psychology Expert, Nathalie Nahai #S2E4
27-09-2022
The Untapped Power of Human Psychology with Author, Speaker, and Psychology Expert, Nathalie Nahai #S2E4
Business often walks hand-in-hand with human psychology, with marketing and technology either facilitating or coercing our every decision.Nathalie Nahai is an expert in psychology, persuasive technology and human behaviour, deciphering the messaging we see from companies and which brands truly have your interests at heart.Join us to hear from Nathalie about how virtual environments shape behaviour, where companies falter most frequently when communicating with consumers, the ethical grey area behind persuasive tech, and much more…This episode covers:How behavioural sciences are applied in businessThe ways in which virtual environments shape our behaviourWhat businesses are missing when communicating with consumersPersuasive technology, and the difference between facilitation and coercionHow consumer behaviour has changed post-pandemicGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
Fulwell 73: The Team Behind Box Office Hits & Influential Netflix Docuseries with Co-Founders, Gabe & Ben Turner #S2E3
20-09-2022
Fulwell 73: The Team Behind Box Office Hits & Influential Netflix Docuseries with Co-Founders, Gabe & Ben Turner #S2E3
Fulwell 73’s staggering credits speak for themselves: ‘The Class of ‘92’, ‘Sunderland ‘Til I Die’, James Corden’s ‘The Late Late Show’, the Grammy Awards, and countless other productions demonstrate Gabe & Ben Turner’s passion & talent.The brothers form two fifths of the partners behind this influential production company, pushing boundaries & breaking industry tradition to create incredible content.On The First Wealth Podcast this week we peek behind the scenes of how they’ve built a prolific brand, worked with the likes of Usain Bolt & Berry Gordy, and continue innovating both on and off-screen.This episode covers:Fulwell 73’s non-traditional introduction to the industry, breakout film debut & influential Netflix series ‘Sunderland ‘Til I Die’The unique sources of their innovative ideas, and how the creative team brings them to lifeStandout moments in Gabe & Ben’s career, from kickabouts with Paul Scholes to working with Motown legend Berry GordySharing the joys of the journey with long-time friends and the closest of familyHow the team have learned from mistakes and channelled an admirable work ethicGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
The Power of Personal Development with Mentor, Coach, and Owner of M10 Fitness, Mark Coles #S2E2
13-09-2022
The Power of Personal Development with Mentor, Coach, and Owner of M10 Fitness, Mark Coles #S2E2
Many of us get through school years without finding what makes us tick, only to find a passion that recontextualizes everything. The fitness world and coaching was that very key for Mark Coles.A business coach & mentor, author and fitness professional, Mark’s skillset has come from his remarkable mindset and relentless dedication to self-improvement and education.Learn the imperative value of consistent learning, clear visions for your team, visionaries & integrators, purpose, and paying it forward.This episode covers:What constitutes ‘success’ or ‘failure’ in today’s education system, and how that can be changedThe core differences between teaching vs coachingHow personal development for business leaders catalyses success throughout a teamTaking your learnings and paying them forwardGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
How to Achieve More with 5 Daily Non-Negotiables with Matchroom Boxing’s Head of S&C, Dan Lawrence #S2E1
13-09-2022
How to Achieve More with 5 Daily Non-Negotiables with Matchroom Boxing’s Head of S&C, Dan Lawrence #S2E1
Welcome to Series 2 of The First Wealth Podcast! Our new hosts Scott Millar & Rob Schwarz are kicking things off with a masterclass in mindset, motivation and accountability from the incredible Dan Lawrence.Dan is a human performance coach who heads up Matchroom Boxing’s Strength & Conditioning, and founded Perform365 coaching, thanks in large part to his drive and a strong growth mindset.Tune in to the series premiere to hear how daily non-negotiables are the foundation to achieving goals, the 4 pillars of high performance, how to realign your career path, and much more.This episode covers:The power of upholding daily non-negotiables4 pillars of high performanceMaintaining a growth mindset, and how to seize new opportunitiesThe incredible principles behind Dan’s most successful elite & everyday athletesGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
Welcome to Series 2 of The First Wealth Podcast
05-09-2022
Welcome to Series 2 of The First Wealth Podcast
Take a listen to the trailer for series 2 of “The First Wealth Podcast” launching Tuesday 13th September! This new series will be led by our own Financial Planners, Robert Schwarz and Scott Millar, who’ll be chatting to innovative business visionaries discussing how they got to where they are today. New episodes will be dropping every Tuesday, so make sure to subscribe via your favourite podcasting platform to be the first to hear episode 1 and 2 on launch day…!First Wealth Website: https://www.firstwealth.co.uk/category/podcast
Preparing for the Future of Culture with VP & General Manager of Culture Amp, Nick Matthews #S1E10
08-07-2020
Preparing for the Future of Culture with VP & General Manager of Culture Amp, Nick Matthews #S1E10
In light of the challenges we’ve all faced in years prior, it’s safe to say that company culture has had to make an essential evolution to prepare for a future of hybrid working.Culture Amp’s Nick Matthews is well placed to see what makes a great manager, and which skills will be brought into play in the coming years. Hear Nick’s insights on how culture feeds into employee experience, and the necessity to build trust with your team, on episode 10 of The First Wealth Podcast.This episode covers:How culture feeds directly into employee experienceThe essential, but surprising, skillset required in management rolesWays to build trust with your team around company culture and policiesPredictions for the future of working on and off-siteGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
Overcoming the Challenges of Startup Life, with Co-Founders of Central 23, Luke Shelley & Marcus Ereira #S1E9
30-06-2020
Overcoming the Challenges of Startup Life, with Co-Founders of Central 23, Luke Shelley & Marcus Ereira #S1E9
Creating a brand from scratch can be a daunting prospect, so to have Co-Founders who’ve done so twice in different industries on The First Wealth Podcast is an invaluable opportunity for anyone looking to enter the world of startups.Anthony Villis is joined by Luke Shelley & Marcus Ereira, Co-Founders of Central 23. We hear their insights into how local businesses can leverage unique marketing techniques, the lessons they’ve learned from setting up Tavistock Tutors, and how it’s helped their unique brand stand out from the crowd. This episode covers:The endearing response from the Central 23 customer base initiated by having a unique productFinding innovative marketing methods for drumming up local businessStructuring a talented team and growing a faithful client baseGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
Staying On Top of Covid’s Economic Impact with Chief Economist at BNY Mellon, Shamik Dhar #S1E8
15-06-2020
Staying On Top of Covid’s Economic Impact with Chief Economist at BNY Mellon, Shamik Dhar #S1E8
Covid has presented an unparalleled challenge to our economy, and with the uncertainty surrounding our fiscal future it’s high time to prepare your business to ride the wave and come out on top.Who better to gaze into the crystal ball and help shine a light on how to move forward than Shamik Dhar, Chief Economist at BNY Mellon. Shamik breaks down what might happen moving forwards as a result of Covid, and whether we’ve anything to learn from previous crises.This episode covers:Similarities and differences between responses to Covid & the 2008 economic crisisThe financial impacts of Covid on a national and global scaleOur potential routes out of national debtHow you can prepare your business to ride out the wave of economic uncertaintyGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
The Copywriter’s Secrets to Stellar Storytelling with Founder of Switchblade Lemonade, Caroline Mays #S1E7
03-06-2020
The Copywriter’s Secrets to Stellar Storytelling with Founder of Switchblade Lemonade, Caroline Mays #S1E7
Copywriting is a sometimes overlooked, but entirely essential, marketing tool with which to share the one thing that will always set you apart from the rest of an industry - your story.Caroline Mays is the Founder of Switchblade Lemonade, a professional platform-building & bio-writing salon for thought leaders, speakers, authors, and artists.In this exciting episode of The First Wealth Podcast Caroline dishes out the secrets to stellar storytelling, how to avoid cliches, and ways to turn a static bio into a sea of content about your journey.This episode covers:The secrets to crafting bios that set you apart from your industryHow copywriting can be considered its own niche worth learning, even for already-talented writersWeaving your journey into text and focusing on the art of storytellingGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
How to Apply an Olympian’s Winning Mindset with Olympic Gold Medallist, Ben Hunt-Davis #S1E6
19-05-2020
How to Apply an Olympian’s Winning Mindset with Olympic Gold Medallist, Ben Hunt-Davis #S1E6
With two years to go before the Sydney Olympic Games, Ben Hunt-Davis was part of a team that set an audacious goal with concrete measures underneath it. Two years later, Team GB stood on the podium with gold around their necks.Ben channels this into his performance training for businesses, sharing the collective winning mindset with entrepreneurs looking to achieve huge goals of their own.On this episode of the podcast we’ll hear some of the tales from Ben’s rowing career, how their elite sporting principles translate into business, and how to get buy-in from your whole team.This episode covers:The incredible story behind Ben’s Olympic victory in SydneyHow to set crazy goals and convert them into solid strategiesCommunicating plans in with more discussion to engage your teamThe value of having collective accountability in a teamGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
Prioritising Workplace Wellbeing with Wellbeing Expert & Speaker, Carole Spiers #S1E5
12-05-2020
Prioritising Workplace Wellbeing with Wellbeing Expert & Speaker, Carole Spiers #S1E5
Carole Spiers is a recognised, world-leading authority on wellbeing & workplace stress, two highly pertinent topics for the current work climate.On this episode of the podcast, we’re breaking down how to keep in touch with teams and keeping wellbeing at the top of the agenda, throughout the pandemic and beyond.We hear how a culture of listening starts at the top, ways to keep up communications while working from home, and tips on maintaining a positive mindset in light of negative situations.This episode covers:How healthy workplace culture starts with the CEOWhere to start when considering a communications programmeTips on communication & productivity while working from homeGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
Resilience in the Hospitality Industry with Founder of Berber & Q, Josh Katz #S1E4
05-05-2020
Resilience in the Hospitality Industry with Founder of Berber & Q, Josh Katz #S1E4
The hospitality industry is one with such an impact on all our lives, and we stand to learn from the resilience they’ve shown throughout Covid’s most prevalent years.Josh Katz is a renowned restaurateur and Founder of Berber & Q, and is the perfect guest on The First Wealth Podcast to talk about the incredible undertaking of opening new restaurants, even for those well acquainted with the process.We also hear how the pandemic has presented a chance for a pivot in priorities on both a business and personal level, and their amazing £40k fundraising effort as part of a movement to feed the NHS.Anthony is joined by renowned restaurateur and Berber & Q founder Josh Katz to discuss how he started up his two critically acclaimed restaurants, and talk about the impact of Coronavirus on the hospitality industry. He also talks about the incredible work his team has done in raising over £40,000 for the NHS!This episode covers:The lengthy, laborious but highly rewarding process of opening restaurantsHow Berber & Q have had to react to the uncertainty of CovidJosh’s incredible initiative to raise money for NHS workersRealigning your time to focus on more personal goalsGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
Lessons on Communications in Crisis with Executive Chairman at Cicero/AMO, Iain Anderson #S1E3
28-04-2020
Lessons on Communications in Crisis with Executive Chairman at Cicero/AMO, Iain Anderson #S1E3
Covid-19 is a crisis that has prompted us all to consider how we communicate, from tone and frequency to methods, and the lessons we take from the pandemic will serve us well in future crises.In episode 3 of The First Wealth Podcast, Anthony is joined by Iain Anderson, who divulges tips from his 25 years’ experience in communications on how business leaders can collaborate effectively in even the most world-altering events.Anthony is joined by Iain Anderson of Cicero/AMO to discuss his thoughts on how business leaders should communicate in a crisis, as well as how COVID-19 could shape the way we work forever, even after the crisis.This episode covers:Ways in which the pandemic has brought businesses into closer collaborationRe-evaluating the need for in-person office work based on our desire for connectionThe essential factor of nailing your tone in communications to clients and staff alikeGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU
Beating Our Behavioural Biases with Co-Founder of Be-IQ, Neil Bage #S1E2
10-04-2020
Beating Our Behavioural Biases with Co-Founder of Be-IQ, Neil Bage #S1E2
When pressured to make the right decision, it’s easy to overlook the power of unconscious biases and human evolution, which are exacerbated in times of crisis.Behavioural expert Neil Bage is a specialist in the behaviours driving our decisions - and how to counter them. In episode 2 of The First Wealth Podcast we hear from Neil on how ‘lazy’ decisions might actually be shrewd ones, what to look out for in the way we process information, and the often-underestimated power of ‘sleeping on it’.This episode covers:The human evolution behind our unconscious, snap-decision making processesHow the presentation of information dramatically affects our perception of itSleeping on an issue, and how it engages the parasympathetic nervous system to clear your headGet in touch: hello@firstwealth.co.ukLinks & references at: https://bit.ly/3taYezU