"Talking with Archana was genuinely inspiring and thought-provoking. Her insights brought a fresh perspective on what leadership truly means, especially in today’s rapidly changing world." - James WalkerIn this episode, we unpacked:Redefining Leadership in a Post-Pandemic World: Archana shared how the role of leadership has transformed – it's no longer just about guiding teams but about creating environments where people feel genuinely connected and purposeful.Belonging vs. Fitting In: A standout moment was our discussion on the importance of belonging. Archana highlighted that belonging is about being valued for who you truly are, not just for the parts that ‘fit’ the mould. This shift is something every leader should consider as they cultivate their team culture.Boundaries in a Hybrid Work Environment: Navigating remote work has blurred boundaries between professional and personal life. Archana's insights on balancing these demands underscore the evolving responsibilities of leaders to support holistic well-being.Archana also shared insights from her upcoming book, The Through Line, which delves deeper into how storytelling, curiosity, and openness can transform both leadership and personal growth. Her reflections offer essential guidance for leaders committed to building meaningful connections.Tune in to explore these themes and more in what was a truly fascinating conversation.  Hosted on Acast. See acast.com/privacy for more information.

🚨 Alert: "Businesses must start transitioning to be data-led, or they risk becoming irrelevant. Those who fail to integrate data into their operations will fall behind as the industry evolves. It’s not just about compliance or efficiency anymore – it’s about survival."In this insightful episode, I sit down with Poppy Achilles to discuss three critical pillars for the future of UK financial planning:Data – Why it’s the foundation of any business and the importance of data quality in driving client experience, operations, and decision-making.Client Experience – The growing demand for digital-first, seamless interactions, especially as wealth transfers to a new generation of tech-savvy clients.AI – How AI can transform the industry, but only when supported by clean, structured data.If you're a business leader thinking about how to stay ahead in the financial services industry, this episode is a must-listen! Hosted on Acast. See acast.com/privacy for more information.

It was an absolute pleasure to sit down with Carla Brown, Managing Director of Oakmere and President of the PFS, to discuss some truly important and sobering topics.Carla shared her personal journey into financial services, highlighting the critical gaps in financial education that persist, particularly in schools. We touched on the need for early intervention and education to help the next generation avoid financial pitfalls and grow financially literate.One of the most eye-opening discussions was on financial abuse—a topic that hits close to home for Carla. She shared how a close friend experienced this in an abusive relationship, emphasising the subtle warning signs that can often be missed. It's a reminder to all of us that financial control is a form of abuse and something we need to be more vigilant about.We also discussed Carla’s role with the PFS, where she is focused on building stronger collaboration within the profession and working closely with the FCA to ensure the voice of financial advisers is heard in key policy decisions.Find out who inspired Carla in her journey and what she would do if she had a magic wand!?!This episode is a must-listen for every financial planner. Hosted on Acast. See acast.com/privacy for more information.

Join me for an illuminating conversation with the brilliant Brendan Frazier, Chief Behavioural Officer at RFG and host of the Human Side of Money podcast.This episode is packed with valuable insights for financial planners, and anyone interested in the human side of financial advice!You don’t want to miss this!Key topics discussed:🌟 The Human Element in Finance: Brendan shares his passion for integrating psychology and human behaviour into financial planning. 🚀 Helping Clients Take Action: Practical strategies to bridge the gap between knowing what to do and actually doing it, helping clients follow through on their financial plans. 💡 Building Trust: Effective strategies for financial advisers to establish and maintain trust with clients. 📈 Client Reviews Redefined: Why and how financial advisers should rethink their client review process to add more value. ✨ Magic Wand: Discover what Brendan would wish for if he could change one thing. Hosted on Acast. See acast.com/privacy for more information.

In another Ask The Actuary special, Kieran Mistry shares his actuarial journey with us, from Deloitte to Hymans and finally, the award-winning Bulk Purchase Annuity (BPA) insurer, Standard Life in January 2022 – the last 2.5 years have been very busy in the BPA market! Keiran describes the difference between being an actuary advising the trustee side of a BPA deal to being an actuary acting for the insurer, before offering some sage advice to nearly/newly-qualified actuaries, including: “…Look for opportunities to grow and learn. If you're learning, I have a view that things will work out if you've got an actuarial badge and you keep looking to grow and learn…” Hosted on Acast. See acast.com/privacy for more information.

🎙️ Get ready for a special Ask the Actuary episode of BWD’s In The Know podcast! This time, we're joined by Adrienne (Ostroff) Lieberthal – the powerhouse CEO and Founder of Athena Actuarial Consulting and co-founder of NAWA (Network of Actuarial Women and Allies), boasting over 3,000 followers across the US.🚀 Tune in to hear Adrienne's inspiring journey from her days as a college athlete in Philadelphia to conquering the actuarial world. Discover how she leveraged her competitive edge to ace those tough exams and land her first roles in the field.🎉 Life took a thrilling turn for Adrienne in December 2020. Within just six days, she left a stable job, launched Athena, and got engaged! Fast forward to today: Athena has 3 business partners, 25 employees, and $3 million in annual revenue – all while staying true to its core values.💡 "I felt like there was a way to run a professional services firm that puts people at the center…when those people feel better, they do better work. They are more innovative and creative when engaged…" Hosted on Acast. See acast.com/privacy for more information.

Here’s Part II of our latest "In the Know" podcast featuring Dave Robinson FCCA APFS MCSI TEP LLAA IMC 🎙️✨By any metric, Dave has been remarkably successful in the financial planning industry, and in this episode, we discuss his blueprint for building a successful financial advisory firm.Here are some key highlights:🔹 Reflections on SJP: We discuss the feedback from the first podcast.🔹 Building a Successful Business: Learn the core principles and strategies that have defined Dave's career and contributed to his firm's success.🔹 Specialisation and Collaboration: Discover how focusing on niche markets and collaborating with others can provide comprehensive services to clients.🔹 Fee Structures: Understand the benefits of fixed fees over percentage-based fees to eliminate conflicts of interest and provide transparent pricing.🚨 Don't miss out on the exclusive resources Dave has shared:Example Fee Agreement 📄 – A real-life document outlining the scope of work and transparent fee structure that Dave's firm uses.Example Business Plan 📊 – One of the most comprehensive business plans you'll find, including cashflow management. A must-have for anyone building a business.These items are goldmines for those looking to grow and succeed in the financial planning profession.  Hosted on Acast. See acast.com/privacy for more information.

We're excited to share our latest episode featuring a fascinating conversation with George Kinder, the father of the life planning movement and renowned author. In this episode, George delves into his early influences, the origin of life planning, and offers a glimpse into the future. Key topics include:Early Influences and Spirituality: Growing up in rural Ohio and how his formative years shaped his approach to life and financial planning.The Essence of Life Planning: Understanding why listening to a client's deepest aspirations is crucial before any financial planning can take place.Introducing His Latest Book: Unveiling "The Three Domains of Freedom," which explores mindfulness, the mastery of the present moment, and the concept of a fiduciary culture that promotes trust and humanity in all institutions.Additionally, we have a special segment called "Kinder Surprise," where I ask George three thought-provoking questions. Hosted on Acast. See acast.com/privacy for more information.

We're delighted to bring you another Ask the Actuary Special episode of BWD’s In The Know podcast, with LCP’s Bart Huby (the Football Actuary).Bart is an actuary with over 40 years’ experience in the pensions industry, but he’s managed to combine his passion for data science and Sport - in particular, football (or soccer for those of you in the States! - as Head of Sport Analytics at LCP, involved in developing and marketing LCP’s innovative soccer player recruiting platform, TransferLab, in partnership with leading football consultancy Analytics FC.He qualified as an actuary in 1989 but has never stopped learning, gathering two MBAs in Finance during his career – one focussed on the Football Industry.Listen to Bart’s actuarial journey and hear him advise nearly/newly qualified actuaries to “Be curious…create a personality for yourself…and get out of your comfort zone.”And finally, Bart quotes from Steve Parish (owner of Crystal Palace Football Club) “Look after your body as well as your mind…” Hosted on Acast. See acast.com/privacy for more information.

We're excited to share the full episode featuring Dave Robinson FCCA APFS MCSI TEP LLAA IMC.While many of you may skip ahead to the SJP discussion (1hr35), we encourage you to listen to the entire episode. In the first part, Dave shares his career highs and lows, offering valuable insights into why his belief system is deeply rooted in Independent Financial Planning, without conflict.Dave is a fascinating guest and a great sport, allowing me to ask him any question. It was a pleasure to sit down with him, and since we didn't cover all the areas we wanted to, we have a sequel planned for mid-July.Enjoy!#financialplanning #IFA #FinancialAdvice #SJP Hosted on Acast. See acast.com/privacy for more information.

In this engaging conversation, Ed takes us through his career from aspiring car designer to a leading figure in financial services.Key topics discussed:🌟 Career Evolution: From creativity in car design to strategic leadership in financial services.🥊 Adapting to Change: "Everyone has a plan until they get punched in the face." – Ed shares insights on navigating industry shifts.📈 Benchmark's Vision: How Benchmark supports financial planners and their growth journey.🚀 Breakaway Advisors: The rise of advisers starting their own practices and how Benchmark supports them.✨ Magic Wand: If given a magic wand, what one thing would Ed change in the profession?Valuable insights for financial planners and those connected to the industry! Hosted on Acast. See acast.com/privacy for more information.

We're excited to share our latest episode featuring a fascinating conversation with Liz Frazier-Peck, a fee-only Certified Financial Planner and author of "Beyond Piggybanks and Lemonade Stands."In this episode, Liz delves into her unique career in financial services and her passion for financial education for kids. Key topics include:Career Path: From growing up with a financial planner mom to becoming a leading financial expert herself.Financial Education for Kids: The importance of teaching finance at a young age and practical tips for parents.Commission vs. Fees: An amusing story about Liz's early passion for fee-only financial planning.Client Trends: Observations on changing client needs and the impact of COVID-19 on financial planning.Technology in Finance: The impact of digital transactions on children's understanding of money.I hope you enjoy this episode. Be sure to like and subscribe for more content. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Ben takes us through his journey in financial services, from his early days as an actuary to leading innovation at Wealth Wizards. Key topics include:👨‍💼 Career Path: From the Edinburgh Fringe Festival to actuary to CEO, Ben's career and the lessons learned.💡 Wealth Wizards' Mission: Making financial advice accessible.📊 Guidance vs. Advice: Insights on the Advice Guidance Boundary Review.🤝 Consumer Trust: Building trust and driving engagement in the digital age. This episode is packed with valuable insights and a timely update on the Advice Guidance Boundary Review!Special thanks to Ben for sharing his passion for making advice accessible. Hosted on Acast. See acast.com/privacy for more information.

Join us as Guy Skinner, Director at Citygate Financial Planning, shares his insights on starting solo, building a team, and working with the "Henrys". Topics covered include:Team Growth & Strategy: From one to a powerhouse Charging Structure: Guy’s approach to client fees Client Relationships: Mastering transitions and trustPersonal Drive: How personal history shapes professional passion🙏 A special thanks to Guy for his openness and sharing his expertise.#FinancialPlanning #Leadership #CareerGrowth #Podcast Hosted on Acast. See acast.com/privacy for more information.

Let Tess take you on her actuarial journey from failing her probation as an actuarial trainee at WTW to becoming UK Wealth Strategy Leader (a job title she made up herself!) and Partner at Mercer – via investment consultancy, Head of Retirement Practice (or as Tess puts it “the proper actuaries”) in Manchester, DC Leader for the North, and UK People Leader responsible for people strategy and colleague development (a role she held during the pandemic!)  And hear her advice to nearly/newly qualified actuaries, including “Just say ‘Yes’ to opportunities!” and “Don’t worry…it’ll all work out…it’s just work at the end of the day!” and all about her famous Twitter #WorldCup of…Cocktails, Christmas Songs, Bakery, etc., which, of course, has a fully audit-trailed spreadsheet for each competition!A huge thank you to Tess for her time and for sharing her actuarial journey. Hosted on Acast. See acast.com/privacy for more information.

🚀 Latest BWD In The Know Episode: Business Exit Strategies Uncovered 🎧In this episode, we explore the intricate world of exiting a business, focusing on innovative strategies that go beyond the traditional. Join us as we delve into:🤝 Employee Ownership Explained: Chris shines a light on Employee Ownership, where founders sell to a Trust, reaping benefits like zero capital gains tax, and why it's on the rise.❤️ The Value Beyond Tax Breaks: Discover the heartfelt reasons behind choosing Employee Ownership, from safeguarding legacy and culture to staying involved on your own terms.🔍 Future Implications: With potential shifts in governance on the horizon, we dissect how changes in capital gains tax could reshape exit strategy landscapes. This discussion is a must-listen for business owners pondering their next steps... Hosted on Acast. See acast.com/privacy for more information.

We are delighted to bring you another "In The Know" episode featuring Alan Smith ➡️ CEO of Capital Asset Management 🌟. Join us as we explore:🌱 Core Values: Alan discusses how core values such as family, travel, adventure, learning, and giving back, not only guide his personal life but also his professional practice. 🚀 Podcast Gems: "Bulletproof Entrepreneur" highlights key entrepreneur traits: resilience, vision, and innovation.🔍 Pricing Models: Hear Alan's move to value-based subscription models, moving beyond traditional AUM fees. Alan discusses the shift to pricing that reflects true value delivered to clients. Explore the transformation:Fee Model MasterclassValue-Based Advisory Blueprint🤖 AI's Role in Financial Planning: Artificial Intelligence in financial planning, from streamlining data processing to elevating client service. Alan stresses a cautious yet strategic embrace of AI, highlighting the importance of data security and compliance. Learn more:Implement AI in Financial Planning🎧 An essential episode for Financial Planners and anyone interested in entrepreneurship, technology, and personal growth. Hosted on Acast. See acast.com/privacy for more information.

Dive into an insightful episode of "In The Know," featuring Phil Bray, Founder and Director of the Yardstick Agency, a firm that stands at the forefront of marketing for Financial Planners. 📊 Understanding the Essence of MarketingUnpacking the fundamental concept of marketing…creating opportunities and turning them into cash!🛑 Busting Myths: Tackling Misconceptions and Limiting Beliefs in MarketingDiscussing the common myths and misconceptions that prevent Financial Planners from fully embracing effective marketing strategies.📈 Essential Strategies for Financial PlannersGaining insights into the top three actions Financial Planners should undertake to bolster their digital footprint, and effectively leverage referrals and recommendations.🌐 The Significance of Digital Presence and Social ProofDiscovering the critical importance of establishing a robust digital presence and the role of social proof in attracting and retaining clients.This episode is a must-listen for Financial Planners eager to grasp the intricacies of marketing. Hosted on Acast. See acast.com/privacy for more information.

Discussing the recent Schroders UK Financial Adviser Survey with the brilliant Gillian Hepburn.  5 key topics of conversation explored: 🤖 Evolving Role of AI in Financial Advice: "70% of advisors see AI as an opportunity to enhance efficiency and client service”.💡 Gillian's ‘A-ha’ Moment on Fees: Despite a perceived pressure on fees, "the number of advisers charging between 0.5% and 0.75% had actually increased".📜 Navigating Regulatory Challenges: "49% of advisers citing regulation as a main concern”.🔄 Wealth Transfer and Engagement Strategies: Despite "63% of advisers being concerned about wealth transfer many lack a proactive strategy to engage with the next generation”.👥 Adviser Gender Preferences: Revealing that "76% of women indicate that the gender of their financial adviser is not a priority; what matters most is trust and understanding”. Hosted on Acast. See acast.com/privacy for more information.

We're diving deep into the world of Professional Services with Ian Gibson, Managing Partner at Evelyn Partners. A seasoned expert with 35+ years of experience, Ian discusses the importance of listening, removing the ego, and being a professional chameleon. Plus, he provides us with some honest insights into the current and future world of Financial Services. Hosted on Acast. See acast.com/privacy for more information.

In our 6th instalment, we're diving deep into the world of financial advice with Ben Wright, MD at Changed Squared, a seasoned expert whose 20+ years’ experience provides us with some honest insights into the current and future world of financial services.https://www.linkedin.com/in/benwright/ Hosted on Acast. See acast.com/privacy for more information.

Welcome to another episode of BWD IN THE KNOW, the premier podcast for Financial Services.In the latest instalment, we delve into valuable insights about selling your business with Solicitor Paul Trudgill, Partner at Knights.  Some of the discussion points are: Managing and protecting against riskWhen and why do deals fall down?Why get a solicitor involved early?What is involved from a legal perspective?If you enjoy the episode, don't forget to subscribe, rate, and leave a review!If you would like to know more about the M&A market, please get in touch with Dave ([email protected]) Hosted on Acast. See acast.com/privacy for more information.

Welcome to another episode of BWD IN THE KNOW. In our 4th instalment, we're diving deep into the world of financial services with John White, Head of Financial Planning at Hurst Point, a seasoned expert who has led some of the largest advice firms. Here’s a peek into the insightful topics we cover:  Exploring culture & leadershipTackling career challengesConsolidation The future of adviceTime to give backhttps://www.linkedin.com/in/john-white-516b481b/https://bwd-search.com/ Hosted on Acast. See acast.com/privacy for more information.

In our third instalment of IN THE KNOW, we host our first group discussion episode, where we delve into the transformative world of Artificial Intelligence and its potential impact on financial planning and the adviser landscape. Joining our host James Walker (MD of BWD), we have a stellar lineup of real human guests to discuss AI and its impact on Financial Planning.Gillian Hepburn, the Head of UK Intermediary Solutions at Schroderslan McKenna, the Founder and Director of FTRCBen Hampton, CEO of Wealth Wizards Topics Covered:Current State of AI Integration (Based on the Pulse Report)Future Prospects of AI Integration (Based on the Pulse Report)Balancing AI's Threats and OpportunitiesPractical Applications of AIEthical, Regulatory, and Big Tech ChallengesThe Future of Traditional Financial Planning So, will AI terminate traditional financial planning? Let's find out. Hosted on Acast. See acast.com/privacy for more information.