Podcasts:

BWD IN THE KNOW | EPISODE 8

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”.

Available on major podcast platforms, including; 

and our website

Plus, the video version of all our episodes are available on our YouTube channel

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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