Podcast

Ben discusses the rapid evolution of AI tools and the novel risks they introduce, particularly with regards to advisers’ privacy...

Nathan breaks down why AI is both a powerful tool and worthy of some scepticism, how some of the change...

Charlotte unpacks the differences between being on the product provider side of the financial services sector and the advice side,...

Phil breaks down what is in the education reform proposal, the options put forward to deal with the Compensation Scheme...

Paul explains how risk advice fits within a holistic planning framework and outlines the “minimum effective dose” philosophy – structuring...

Jayde explores the pressures of business ownership, from operational demands to personal trade-offs, and why stepping away from running a...

Charmaine dives into the risks, boundaries, and ethics of AI in advice, stressing the importance of accuracy checks, not over‑trusting...

Michael explains that although he originally launched his podcast to find new clients, it quickly evolved into a passion project...

Jordan explains the practical and emotional realities of advising recently widowed or divorced clients, from working closely with lawyers and...

Freney explains why firms should treat efficiency as part of an ongoing process, while maintaining a measured and deliberate approach...