Podcasts: Wealth Management
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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.
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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.
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From losing his leg in a life-altering accident to becoming a Guinness World Record-holding endurance swimmer, Jonty Warneken has redefined what’s possible; physically, mentally, and professionally.
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Caroline swapped investment banking for financial planning, bringing a French lens to British money habits, career choices, and yes, fashion faux pas.
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'If you want the truth, you need trust.' - That line stayed with me. In this week's In The Know podcast, I spoke with Lena Sisco, former military interrogator turned leadership and communication expert; about trust, truth, and how to spot a lie.
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In this episode, I speak with Oren Henry, Co-Founder of AutoAdvise, about how financial advisers can use AI to reduce admin and improve client outcomes.
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Once dubbed “The City’s Superwoman”, Nicola Horlick’s story isn’t just about finance. It’s about leadership in all its complexity.
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Is Financial Planning Dying? Where do we go from here? What needs to happen? With Tom Hegarty
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The Recruitment Industry’s Biggest Lie And Why Clients Keep Falling for It! Recruitment has been running on fumes for years. The contingent model dominates, yet it delivers an 80% chance of wasted time. Louise Archer and I dug into why the industry c
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It was a privilege to host Jeff Lange, Group CEO of TFAS Enterprises, on the podcast. Jeff shared fascinating insights into the evolving financial advice sector, the role of technology, and the future of client engagement. Here are the key takeaways
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'All good things must come to an end'—and so does the final episode of our podcast series with the brilliant Dave Robinson. This time, we cover plenty of ground, including: Regrets on LinkedIn? Thoughts on the CII & Case for Internal Succession. Plus
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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.