Podcasts: Expert Interviews

Paul Miller explains why legacy CRM systems aren’t the source of truth, the risks of poor data in advice firms, and why AI will only amplify the problem if the foundations aren’t fixed.

Emma Hardiman joins the podcast to explain why marketing shouldn’t be a support function, but a driver of growth, trust and strategy in financial planning firms.

James McPartland shares the story of building a £400m advice business, the frustrations that led him to leave, and the reality of resigning from his own firm to start again.

James speaks with John White and Mike Toole about why the future of financial advice may look more like its past; with AI handling the technical load and human judgement, empathy and trust becoming the true differentiators.

Former U.S. Navy Intelligence Officer Lena Sisco joins BWD’s James Walker to explore the power of elicitation — revealing how better conversations build trust, uncover intent, and lead to stronger professional outcomes.

James speaks with Vicky Hicks, Co-Founder of Melo, about building and selling a firm, the realities of today’s M&A market and why clear processes, strong propositions and essential technology protect business value long before an exit.

James speaks with Tom Francis of Octopus Money about how the role of the financial planner is changing, the influence of behavioural psychology, and how technology could scale quality financial advice to millions.

Harry McNeill speaks with Paul Hance about leadership, learning, and the human side of actuarial work — exploring how relationships, adaptability, and AI are redefining success in the modern profession.

Harry McNeill speaks with Gerrit Marais about his journey from South Africa to Canada, exploring how networking, mentorship, and continuous learning help actuaries build careers beyond borders.

Guest host Harry McNeill speaks with Michelle Young about her career in reinsurance, the value of mentorship, and why actuaries shape more than numbers, embracing uncertainty, growth, and the human side of actuarial work.

In this episode of In The Know with Anthony Flynn, we go beyond titles, accolades, and external validation to explore what really drives us as leaders and human beings.

From Actuary to Wall Street to Novelist: Mark W. Griffin on Risk, Reinvention & Storytelling. In this episode of BWD In The Know, guest host Harry McNeill is joined by Mark W Griffin for a fascinating conversation that blends actuarial insight with l