Episodit
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In this episode, Tony speaks to Sam Seaton from Moneyhub.
They talk about the level of tech and AI that is available in Financial Services currently - and whether all of it is beneficial.
Sam also talks about her Olympic aspirations and what she took from the experience.
As always, a valuable and fascinating conversation with lots of takeaways.
Sam can be found here:
linkedin.com/in/samanthaseaton
moneyhub.com/
Here is a link to the Invisible Woman book that Sam mentioned - Invisible Women: Exposing Data Bias in a World Designed for Men: Amazon.co.uk: Caroline Criado Perez: 9781784741723: Books
In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here -
In this episode, Tony speaks to Anthony Carty the Business Development Director at Clifton Asset Management.
They talk about the process of leading a company through a pandemic, and the unique challenges that it presents.
Also - Karaoke!
A great episode, with some really useful takeaways.
Anthony Carty can be found here:
linkedin.com/in/anthonycarty
Clifton Wealth financial management, practice partner of Clifton Wealth Partnership (clifton-wealth.com)
In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here -
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In this episode, Tony speaks to Caroline Stuart from Sparrow Paraplanning.
They discuss the role of a paraplanner within financial services - and the benefit that they bring to a firm.
They also discuss how the role of a paraplanner has changed over the years, and how there has been a significant rise in paraplanners in recent times.
Caroline can be found here:
linkedin.com/in/caroline-s-b6290117
Sparrow Paraplanning - Helping your Business to Fly...
Here's an article that covers the issues of The Rise Of The Paraplanner:
The Rise of the Paraplanner ~ Research in Finance
In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here -
In this episode Tony speaks to Martin Brown from Continuum Financial Services.
Amongst other things, they talk about recruiting during the pandemic.
- How does a virtual interview impact on gut instinct?
- Do you need to meet the candidate face-to-face at any point?
- What does this say about the future of recruitment?
There's plenty of takeaways in this episode, as always. Enjoy!
Martin can be found here:
linkedin.com/in/martin-brown-a396784
Continuum - Adviser Firm of the Year (mycontinuum.co.uk)
In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here -
In this episode, Tony speaks to former Premier League footballer and Olympian, Marvin Sordell.
Marvin co-founded ONEIGHTY a content agency that uses storytelling to help people in their business.
In this fascinating conversation, Marvin and Tony talk about how Marvin built the brand of ONEIGHTY to the level that he has, and what lessons sport has taught him that also apply in business.
Plus, they talk about the differences - if any - between corporate and personal brands, and what advice Marvin has for people who are maybe a little less creative when it comes to their branding.
Marvin can be found here:
linkedin.com/in/marvinsordellONEIGHTY (thisisoneighty.com)
In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here -
In this episode, Tony speaks to Carmen Morris, MD of Kenroi Consulting who offers bespoke diversity and inclusion business solutions.
Lots to talk about around this subject, and they cover:
- How the financial services industry should begin it's journey of inclusion
- What areas of recruit should the industry be focussed on?
- What can the industry do, to make a broader impact within the diversity and inclusion spectrum?
As always, a fascinating conversation with plenty to takeaway.
Carmen can be found here:
linkedin.com/in/carmen-morris-70a27857Diversity Consultancy | Kenroi Consulting Ltd | England
In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here -
In this episode, Tony speaks to Chris Baigent-Reed who is the founder of Jigsaw Tree Ltd, a company that works within the Financial Services sector, specialising in people, process and technology, change management and outsourcing.
In this episode, Chris covers a wide range of subjects, including:
- The process of moving from corporate to freelance, and the lessons she learned
- What you, as a business owner, can be doing to make your business more valuable
As always, it's a great conversation, with plenty of takeaways.
Chris can be found here:
linkedin.com/in/chris-baigent-reed-a68090b
Financial Advice Consultancy & Support Services | Jigsaw Tree Consulting
In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here -
In this episode Tony speaks to Benjamin Beck who is described as a Financial Adviser Mentor for the next generation.
This is a great conversation, with lots of ground covered, including:
Why start a mentoring group alongside a full-time career as a Financial Adviser
What advice would you give someone who is looking to become an IFA?
What do you think the industry will look like in 5 years time?
Plenty to listen to, plenty to takeaway. Enjoy.
Ben can be found here:
linkedin.com/in/benjaminbeck89Nigel Grice and Associates Limited - Home (griceadvice.co.uk)
In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services.You can find out more about Tony and Idex here -
In this episode, Tony speaks to Martin Robert Hall. He's a motivational speaker who has been working with businesses on their leadership, mindset and performance.
Financial advisors who's biggest challenge at the moment is new business generation. Everyone wants everyone to have financial advice as there is a greater good but not enough are getting off their backsides to do so.
There is so much to takeaway from this episode - definitely not one to miss!
Martin can be found here:
linkedin.com/in/leadershipmanchesterMartin Robert Hall – Motivational Speaker Manchester
In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services.You can find out more about Tony and Idex here -
In this episode, Tony speaks to Stephen Ford from WH Ireland.
Stephen is a great guest to kick off Series 2 of the podcast, and his expertise and knowledge shines through in this episode.
Tony and Stephen talk about the process of M&A's, and how they are being done remotely; the challenges and the positives.
Stephen also covers:
- How to remotely integrate a business
- Has the remote situation been a positive one for the Financial Services Industry?
- The process of making your business look attractive for M&A
Resources
Stephen can be found here:
linkedin.com/in/stephenford1https://www.whirelandplc.com/
In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services.
You can find out more about Tony and Idex here -
That's right - Tony is back!
Another series of leaders and financial expert, sharing their knowledge and bringing value to you.
You can listen to the Financial Services Podcast by going to fspodcast.co.uk or subscribing on Apple Podcasts - or wherever you get your podcast. -
This week we meet Phil Bray of The Yardstick Agency, a marketing agency who work in the Financial Services Sector.
The plan was always to talk to Phil about how financial planning firms can market themselves better but after the unprecedented spread of Covid-19 we go deeper into why now is the time to increase marketing!
We hear the different ways that clients can work with Phil and the team to increase their market presence and drive new business and why marketing shouldn't be seen as an expense but an investment. -
In this week's episode we talk to Craig Hendry of Johnston Carmichael Wealth Limited.
Craig is very open about his journey in creating a brand that people want to work for and a culture that means they stay!
We discuss where Craig takes his inspiration for ongoing brand and culture development. How he's cultivating an environment whereby everyone in the team feels empowered to give feedback, even to him and how his client relationships have evolved for the better as a result of the work he has done with his team.
It's great to see someone so dedicated to their colleagues and the environment in which they work, noting that by looking after his people internally, they'll be better placed to meet client needs.
Great listen.
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Anthony Villis – On innovation within financial services and why he’s not afraid to put himself out there on social media.
Today we meet with Anthony Villis of First Wealth Financial Planning.
We met with Anthony at his Marylebone offices where the vibe was relaxed an positive and where the conversation quickly turned to how he and his growing team are working to provide better financial education to the under 35’s and how much he believes in authenticity online.
This is a great example of how some of the smaller firms are so incredibly dedicated both to their clients and their profession and demonstrates the need for peers to look at how they recruit into their business and also how their brand is perceived.
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Two great guests on this weeks episode of The Financial Services Podcast, Callum Ross and Barry Waring of Yulife.
We met them at their quirky offices in London and got an insight into a new and refreshing proposition on offer in the EB space with the focus from Yulife being on employees physical and mental wellbeing.
Great to hear how each of them made their way into their current roles and nice to see two people working so closely together to make a difference. -
Jessica gives us a great insight into working as a young female adviser in the industry and how she deals with any adverse reactions surrounding that. She talks passionately about financial education for children and young people and her plans to impact that in the future!
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In this episode we meet Nick Platt of Henwood Court Financial Planning.
Nick takes us through what it means to be a 'recovering' workaholic, why Henwood Court decided to niche into a very specific type of financial planning and what the future looks like for the business.
Great listen for anyone thinking of going it alone! -
In this episode of The Financial Services Podcast we meet Rohan Sivajoti of Postcard Planning.
Rohan talks us through how he came to be in Financial Services, why he set up NextGen Planners and why his perception of mental health has seen such a dramatic shift in recent years.
His outlook on life and his ability to take risks is so refreshing and perhaps testament to why he's done so well at such a young age.
https://www.nextgenplanners.co.uk/ -
This week we meet Ian Horne, Head of UK Audience Development at Citywire. We discuss the changing shape of financial services, we catch up on his new documentary which gives an insight into the industry in the 21st century and hear how middle class brits handle robberies in Spain. And we also try to get a grip on what his fancy job title really means.
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In this episode we meet Laura Thursfield of Mazars Financial Planning. Laura talks us through how she entered financial services, why she is such a huge advocate of the city she was born and raised in and why she is so committed to giving back.
We spend time discussing the Birmingham Young Professional of the Year award which Laura won in 2018 and how winning changed Laura’s life overnight.
There’s also a bit of football chat thrown in for good measure! - Näytä enemmän
