Brian Foster
Brand Ambassador at Money Habitudes- Claim this Profile
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Jason Nicol, RFP™ CPRP®
We (the younger planners within our company) joined The Caddie Network and signed up for Brian Foster’s The Future Financial Planner Program last year in an effort to change the relationship we have with clients money and to focus on our client. The Future Financial Planner Program taught us what we hoped to achieve and more. The program took us through a journey of self-discovery and gave us deeper insights to understanding client relationships. Brian is knowledgeable and is purposeful with his ambition of people having better money relationships. Brian embodies Lifestyle Financial Planning and his knowledge and insights have changed us for the better.
Bryan Nicol, CFP®
Brian mentored me and my colleagues for 12 months as part of The Financial Caddie's Future Financial Planner Programme. It was an extremely valuable process that added immense value to my life. I now know what value I add to my clients' lives and how to articulate it. I made the shift from being a financial advisor to a client-centric planning professional. I will never work the same again and view the role I play very differently. The business is all the better for it. I highly recommend Brian and The Financial Caddie's offerings to all advisors/planners who are feeling unfulfilled, undervalued, and who are looking to build a sustainable practice.
Jason Nicol, RFP™ CPRP®
We (the younger planners within our company) joined The Caddie Network and signed up for Brian Foster’s The Future Financial Planner Program last year in an effort to change the relationship we have with clients money and to focus on our client. The Future Financial Planner Program taught us what we hoped to achieve and more. The program took us through a journey of self-discovery and gave us deeper insights to understanding client relationships. Brian is knowledgeable and is purposeful with his ambition of people having better money relationships. Brian embodies Lifestyle Financial Planning and his knowledge and insights have changed us for the better.
Bryan Nicol, CFP®
Brian mentored me and my colleagues for 12 months as part of The Financial Caddie's Future Financial Planner Programme. It was an extremely valuable process that added immense value to my life. I now know what value I add to my clients' lives and how to articulate it. I made the shift from being a financial advisor to a client-centric planning professional. I will never work the same again and view the role I play very differently. The business is all the better for it. I highly recommend Brian and The Financial Caddie's offerings to all advisors/planners who are feeling unfulfilled, undervalued, and who are looking to build a sustainable practice.
Jason Nicol, RFP™ CPRP®
We (the younger planners within our company) joined The Caddie Network and signed up for Brian Foster’s The Future Financial Planner Program last year in an effort to change the relationship we have with clients money and to focus on our client. The Future Financial Planner Program taught us what we hoped to achieve and more. The program took us through a journey of self-discovery and gave us deeper insights to understanding client relationships. Brian is knowledgeable and is purposeful with his ambition of people having better money relationships. Brian embodies Lifestyle Financial Planning and his knowledge and insights have changed us for the better.
Bryan Nicol, CFP®
Brian mentored me and my colleagues for 12 months as part of The Financial Caddie's Future Financial Planner Programme. It was an extremely valuable process that added immense value to my life. I now know what value I add to my clients' lives and how to articulate it. I made the shift from being a financial advisor to a client-centric planning professional. I will never work the same again and view the role I play very differently. The business is all the better for it. I highly recommend Brian and The Financial Caddie's offerings to all advisors/planners who are feeling unfulfilled, undervalued, and who are looking to build a sustainable practice.
Jason Nicol, RFP™ CPRP®
We (the younger planners within our company) joined The Caddie Network and signed up for Brian Foster’s The Future Financial Planner Program last year in an effort to change the relationship we have with clients money and to focus on our client. The Future Financial Planner Program taught us what we hoped to achieve and more. The program took us through a journey of self-discovery and gave us deeper insights to understanding client relationships. Brian is knowledgeable and is purposeful with his ambition of people having better money relationships. Brian embodies Lifestyle Financial Planning and his knowledge and insights have changed us for the better.
Bryan Nicol, CFP®
Brian mentored me and my colleagues for 12 months as part of The Financial Caddie's Future Financial Planner Programme. It was an extremely valuable process that added immense value to my life. I now know what value I add to my clients' lives and how to articulate it. I made the shift from being a financial advisor to a client-centric planning professional. I will never work the same again and view the role I play very differently. The business is all the better for it. I highly recommend Brian and The Financial Caddie's offerings to all advisors/planners who are feeling unfulfilled, undervalued, and who are looking to build a sustainable practice.
Experience
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Money Habitudes
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United States
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Financial Services
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1 - 100 Employee
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Brand Ambassador
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Aug 2023 - Present
As a Certified Moneyhabitudes® Facilitator and ambassador, I facilitate the training and development of financial advisers, planners and coaches to use the Moneyhabitudes® financial behaviour assessment with their clients. As a Certified Moneyhabitudes® Facilitator and ambassador, I facilitate the training and development of financial advisers, planners and coaches to use the Moneyhabitudes® financial behaviour assessment with their clients.
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The Financial Caddie®
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South Africa
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Financial Services
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Founder
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Jan 2016 - Present
The Financial Caddie® is a guide for couples with blended families who are concerned about the future, and need to make important decisions with money. The Financial Caddie is intentionally not a regulated Financial Services Provider (FSP) and doesn't provide sales, recommendations or intermediation services on regulated financial products. I work online, and in-person, and it doesn't matter how much money you have. The Financial Caddie® is a guide for couples with blended families who are concerned about the future, and need to make important decisions with money. The Financial Caddie is intentionally not a regulated Financial Services Provider (FSP) and doesn't provide sales, recommendations or intermediation services on regulated financial products. I work online, and in-person, and it doesn't matter how much money you have.
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Founder
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Mar 2014 - Present
A independent coaching and consultancy business which helps forward-thinking financial advisers and planners to escape the industry 'transaction treadmill' and deliver a lifestyle planning and coaching experience clients willingly pay for. We'll work on the development of the three most important things that likely need change: 1. The value proposition 2. The audience 3. The compensation model Former Certified Financial Planner Professional - Judge on the PlanPlus Global Financial Planning Awards competition 2017-2019 - Voted 100 most influential people in financial services by International Adviser magazine 2018 - Behavioural finance expert and Moneyhabitudes Certified Facilitator® Show less
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TCF Partnership
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United States
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Financial Services
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Director
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Jun 2012 - Feb 2014
I helped financial services companies manage their Treating Customers Fairly (TCF) strategy, complete a gap analysis, identify MI and create an action plan. I also delivered workshops and training programmes that challenged thinking and helped clients to understand how to implement TCF in their business. I left to move away from 'regulatory' work to focus on helping financial planners develop a stronger client experience. I helped financial services companies manage their Treating Customers Fairly (TCF) strategy, complete a gap analysis, identify MI and create an action plan. I also delivered workshops and training programmes that challenged thinking and helped clients to understand how to implement TCF in their business. I left to move away from 'regulatory' work to focus on helping financial planners develop a stronger client experience.
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Founder & Director
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Feb 2009 - Nov 2012
I created Transcend Wealth Ltd to provide lifestyle financial planning, tax planning, investment and wealth management advice on a fee only basis. Following a family decision to move to South Africa, Transcend Wealth Ltd was merged with Perceptive Planning Ltd, an Accredited UK Financial Planning Firm. Existing clients are serviced within Perceptive Planning Ltd. I created Transcend Wealth Ltd to provide lifestyle financial planning, tax planning, investment and wealth management advice on a fee only basis. Following a family decision to move to South Africa, Transcend Wealth Ltd was merged with Perceptive Planning Ltd, an Accredited UK Financial Planning Firm. Existing clients are serviced within Perceptive Planning Ltd.
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Managing Director
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Jun 2009 - Aug 2010
MDPFS is an IFA business owned by accountancy firm Michael Dufty Partnership in central Birmingham. I was recruited to manage the business after the previous IFA sold its interest and left the business struggling with post Global Financial Crisis problems, primarily as a result of not treating its clients fairly. I resigned my position to start my own financial planning firm when it became apparent that there was a complete disconnect in the views and vision of the shareholders. MDPFS is an IFA business owned by accountancy firm Michael Dufty Partnership in central Birmingham. I was recruited to manage the business after the previous IFA sold its interest and left the business struggling with post Global Financial Crisis problems, primarily as a result of not treating its clients fairly. I resigned my position to start my own financial planning firm when it became apparent that there was a complete disconnect in the views and vision of the shareholders.
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Partner
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Oct 1997 - Nov 2008
I co-created the successful fee-based financial planning business for accountancy firm Critchleys, and became a Partner in the financial planning business in 2007. Our clients included entrepreneurs and business owners, and Critchleys Financial Planning LLP was a front cover feature in Citywire publication 'New Model Adviser' in 2008. I co-created the successful fee-based financial planning business for accountancy firm Critchleys, and became a Partner in the financial planning business in 2007. Our clients included entrepreneurs and business owners, and Critchleys Financial Planning LLP was a front cover feature in Citywire publication 'New Model Adviser' in 2008.
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Community
