The First Wealth Podcast artwork

The First Wealth Podcast

32 episodes - English - Latest episode: about 1 year ago -

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/

Entrepreneurship Business financial planning wealth money financial advisor entrepreneurs entrepreneurship business finance wealth management business owner
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Episodes

Re-Inventing the Creative Coworking Sector with Co-Founder of Foundry, Adam Walker #S2E10

February 28, 2023 01:00 - 38 minutes - 26.8 MB

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 ...

Creating the UK’s First Dedicated Aquavit Distillery with CEO of Vintersol Distillery, Sasha Cohen #S2E9

February 21, 2023 01:00 - 33 minutes - 22.7 MB

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:...

Dismantling Diet Culture & Valuing Authenticity Above All with Founder of Nobs App, Lucy Mountain #S2E8

October 25, 2022 00:00 - 51 minutes - 35.3 MB

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-bui...

The Power of Making Mistakes with Founder of Hermosa, Erika Tamayo #S2E7

October 18, 2022 00:00 - 47 minutes - 32.9 MB

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...

Conquer Your Goals Through the Power of Optimistic Realism with Entrepreneur & Triathlete, Pete Pastides #S2E6

October 11, 2022 00:00 - 47 minutes - 32.3 MB

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:...

The Steps to Becoming a Forbes 30 Under 30 Co-Founder with Zanna Van Dijk, Co-Founder of Stay Wild & Thrive Money #S2E5

October 04, 2022 00:00 - 37 minutes - 25.6 MB

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 epi...

The Untapped Power of Human Psychology with Author, Speaker, and Psychology Expert, Nathalie Nahai #S2E4

September 27, 2022 00:00 - 51 minutes - 35.6 MB

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...

Fulwell 73: The Team Behind Box Office Hits & Influential Netflix Docuseries with Co-Founders, Gabe & Ben Turner #S2E3

September 20, 2022 00:00 - 42 minutes - 28.9 MB

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 pr...

The Power of Personal Development with Mentor, Coach, and Owner of M10 Fitness, Mark Coles #S2E2

September 13, 2022 01:00 - 48 minutes - 33.5 MB

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...

How to Achieve More with 5 Daily Non-Negotiables with Matchroom Boxing’s Head of S&C, Dan Lawrence #S2E1

September 13, 2022 00:00 - 50 minutes - 34.4 MB

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 goa...

Welcome to Series 2 of The First Wealth Podcast

September 05, 2022 10:00 - 1 minute - 1.16 MB

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: ht...

Welcome to Series 2 of The First Wealth Podcast

September 05, 2022 10:00 - 1 minute - 1.16 MB

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: ht...

Preparing for the Future of Culture with VP & General Manager of Culture Amp, Nick Matthews #S1E10

July 08, 2020 10:00 - 59 minutes - 41 MB

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 ...

Improving Workplace Culture ft. Anthony Villis & Nick Matthews

July 08, 2020 10:00 - 59 minutes - 41 MB

Anthony is joined by Nick Matthews, VP and General Manager of Culture Amp. He joins us to share the importance of great culture within the workplace, how to improve culture and talks of an anticipated shift in job titles such as 'Director of Remote Experience'. Nick gives us insights into Culture Amp, and how onsite is becoming the new offsite way of working.

From City to Central ft. Anthony Villis, Luke Shelley & Marcus Ereira

June 30, 2020 08:00 - 57 minutes - 39.3 MB

Anthony is joined by Luke Shelley & Marcus Ereira, co-founders of stationery publishing business, Central 23. Luke and Marcus share their journey from starting London's leading tutor business, Tavistock Tutors, to selling up and creating Central 23. They give us insight into different and exciting tactics to make a brand stand out against competitors, capturing audiences attention and why it is so important to understand your market more than anyone else!

Overcoming the Challenges of Startup Life, with Co-Founders of Central 23, Luke Shelley & Marcus Ereira #S1E9

June 30, 2020 08:00 - 57 minutes - 39.2 MB

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 the...

Staying On Top of Covid’s Economic Impact with Chief Economist at BNY Mellon, Shamik Dhar #S1E8

June 15, 2020 17:00 - 42 minutes - 29.1 MB

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: Similari...

Anticipating The Wave ft. Anthony Villis & Shamik Dhar

June 15, 2020 17:00 - 42 minutes - 29.1 MB

Anthony is joined by Shamik Dhar, Chief Economist at BNY Melon. He joins us to share his insights into the future of the economy, discussing what might happen moving forwards as a result of the Covid-19 crisis and share his advice on how businesses can ride the wave of economic uncertainty and come out on top.

The Copywriter’s Secrets to Stellar Storytelling with Founder of Switchblade Lemonade, Caroline Mays #S1E7

June 03, 2020 15:00 - 57 minutes - 39.8 MB

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...

Re-Writing The Rule Book: A Guide For Entrepreneurs ft. Anthony Villis & Caroline Mays

June 03, 2020 15:00 - 57 minutes - 39.9 MB

Anthony is joined by Caroline Mays, founder of Switchblade Lemonade, a professional platform building & bio writing salon for thought leaders, speakers, authors, and artists. She joins us to share her writing advice on how to craft killer bio's that stand out, plus a load of practical tips to make your content a little less... boring!

How to Apply an Olympian’s Winning Mindset with Olympic Gold Medallist, Ben Hunt-Davis #S1E6

May 19, 2020 13:00 - 48 minutes - 33 MB

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 elit...

Managing Performance: An Olympians Story - ft. Anthony Villis & Ben Hunt-Davis

May 19, 2020 13:00 - 48 minutes - 33 MB

Anthony is joined by Ben Hunt-Davis, a former Olympian, Keynote Speaker, Author & Performance Expert to share some of the elite sporting principles and strategies that we as entrepreneurs can apply to our businesses and develop new ways of working and achieve greater results.

Well-being In The Workplace ft. Anthony Villis & Carole Spiers

May 12, 2020 15:00 - 1 hour - 45.4 MB

Anthony is joined by Carole Spiers, a recognised world leading authority on well-being and workplace stress to share her insights and tips for the current situation, and what employers can do to adapt and look after their teams.

Prioritising Workplace Wellbeing with Wellbeing Expert & Speaker, Carole Spiers #S1E5

May 12, 2020 15:00 - 1 hour - 45.4 MB

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 situat...

Adapting To Change: A Restauranteurs Story ft. Anthony Villis & Josh Katz

May 05, 2020 14:00 - 59 minutes - 40.7 MB

Anthony is joined by renowned restauranteur 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! Find out more here: https://www.berberandyou.com/

Resilience in the Hospitality Industry with Founder of Berber & Q, Josh Katz #S1E4

May 05, 2020 14:00 - 59 minutes - 40.7 MB

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 bus...

Lessons on Communications in Crisis with Executive Chairman at Cicero/AMO, Iain Anderson #S1E3

April 28, 2020 13:00 - 1 hour - 41.8 MB

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 t...

Communication in Crisis and the New Normal

April 28, 2020 13:00 - 1 hour - 41.9 MB

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.

Beating Our Behavioural Biases with Co-Founder of Be-IQ, Neil Bage #S1E2

April 10, 2020 16:00 - 1 hour - 41.6 MB

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 ...

Business Owners: How Our Mind Affects Our Behaviour

April 10, 2020 16:00 - 1 hour - 41.6 MB

We're all prone to making bad financial decisions, both as individuals and business owners. This fact is amplified at times of crisis, when we're under significant pressure. My conversation with behavioural expert Neil Bage will help identify some of the main biases that affect us and consider ways to counter them.

Unlocking Your Growth Potential & The Origins of First Wealth with Co-Founders Anthony Villis & Robert Caplan #S1E1

April 03, 2020 14:00 - 36 minutes - 25.2 MB

Welcome to The First Wealth Podcast, a podcast that’ll support your journey as you carve your own path, disrupt industries, and build your innovative ventures. We kick off series 1 with the Co-Founders of First Wealth, Anthony Villis (your host for the series) and Robert Caplan. Anthony & Robert break down the inception of their award-winning financial planning firm and the advice that entrepreneurs can take from their experiences.  The economic parallels between the recession and current ...

The First Wealth Story - ft. Anthony Villis & Robert Caplan

April 03, 2020 14:00 - 36 minutes - 25.1 MB

Anthony Villis & Robert Caplan, co-founders of First Wealth sit down to talk about how they started their award winning Financial Planning Firm, and offer their advice to entrepreneurs on how they can weather the storm amid economic/market uncertainty alongside sharing their plans for the future.