Podcasts:

BWD IN THE KNOW | EPISODE 20

We're delighted to share Part II of our latest "In the Know" podcast featuring Dave Robinson.

In this episode, Dave delves into the core principles and strategies that have defined his career and contributed to the success of his firm.

Dave has also generously shared two key documents that have been instrumental in his firm's success:

1. Example Fee Agreement – This document outlines the scope of work and the transparent fee structure.

2. Example Business Plan – A detailed business plan template that provides a framework for setting and achieving your firm's goals.

We hope you enjoy this episode.

▶Dive into the strategic insights:

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Want to be a guest or have a story to tell? Use the link above to contact us – We're looking for guests for September onwards.

BWD IN THE KNOW | EPISODE 28

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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BWD IN THE KNOW | EPISODE 27

'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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GUEST PODCAST | Actuary Special

With extensive experience across life, non-life, and pensions sectors, Rob and Tom reveal what top employers are really looking for in candidates, smart strategies to elevate your job search, and the latest hiring trends shaping the actuarial

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