BWD: In The Know

We're excited to share the full episode featuring Dave Robinson FCCA APFS MCSI TEP LLAA IMC.While many of you may skip ahead to the SJP discussion (1hr35), we encourage you to listen to the entire episode. In the first part, Dave shares his career highs and lows, offering valuable insights into why his belief system is deeply rooted in Independent Financial Planning, without conflict.Dave is a fascinating guest and a great sport, allowing me to ask him any question. It was a pleasure to sit down with him, and since we didn't cover all the areas we wanted to, we have a sequel planned for mid-July.Enjoy!#financialplanning #IFA #FinancialAdvice #SJP Hosted on Acast. See acast.com/privacy for more information.

In this engaging conversation, Ed takes us through his career from aspiring car designer to a leading figure in financial services.Key topics discussed:🌟 Career Evolution: From creativity in car design to strategic leadership in financial services.🥊 Adapting to Change: "Everyone has a plan until they get punched in the face." – Ed shares insights on navigating industry shifts.📈 Benchmark's Vision: How Benchmark supports financial planners and their growth journey.🚀 Breakaway Advisors: The rise of advisers starting their own practices and how Benchmark supports them.✨ Magic Wand: If given a magic wand, what one thing would Ed change in the profession?Valuable insights for financial planners and those connected to the industry! Hosted on Acast. See acast.com/privacy for more information.

We're excited to share our latest episode featuring a fascinating conversation with Liz Frazier-Peck, a fee-only Certified Financial Planner and author of "Beyond Piggybanks and Lemonade Stands."In this episode, Liz delves into her unique career in financial services and her passion for financial education for kids. Key topics include:Career Path: From growing up with a financial planner mom to becoming a leading financial expert herself.Financial Education for Kids: The importance of teaching finance at a young age and practical tips for parents.Commission vs. Fees: An amusing story about Liz's early passion for fee-only financial planning.Client Trends: Observations on changing client needs and the impact of COVID-19 on financial planning.Technology in Finance: The impact of digital transactions on children's understanding of money.I hope you enjoy this episode. Be sure to like and subscribe for more content. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Ben takes us through his journey in financial services, from his early days as an actuary to leading innovation at Wealth Wizards. Key topics include:👨‍💼 Career Path: From the Edinburgh Fringe Festival to actuary to CEO, Ben's career and the lessons learned.💡 Wealth Wizards' Mission: Making financial advice accessible.📊 Guidance vs. Advice: Insights on the Advice Guidance Boundary Review.🤝 Consumer Trust: Building trust and driving engagement in the digital age. This episode is packed with valuable insights and a timely update on the Advice Guidance Boundary Review!Special thanks to Ben for sharing his passion for making advice accessible. Hosted on Acast. See acast.com/privacy for more information.

Join us as Guy Skinner, Director at Citygate Financial Planning, shares his insights on starting solo, building a team, and working with the "Henrys". Topics covered include:Team Growth & Strategy: From one to a powerhouse Charging Structure: Guy’s approach to client fees Client Relationships: Mastering transitions and trustPersonal Drive: How personal history shapes professional passion🙏 A special thanks to Guy for his openness and sharing his expertise.#FinancialPlanning #Leadership #CareerGrowth #Podcast Hosted on Acast. See acast.com/privacy for more information.

Let Tess take you on her actuarial journey from failing her probation as an actuarial trainee at WTW to becoming UK Wealth Strategy Leader (a job title she made up herself!) and Partner at Mercer – via investment consultancy, Head of Retirement Practice (or as Tess puts it “the proper actuaries”) in Manchester, DC Leader for the North, and UK People Leader responsible for people strategy and colleague development (a role she held during the pandemic!)  And hear her advice to nearly/newly qualified actuaries, including “Just say ‘Yes’ to opportunities!” and “Don’t worry…it’ll all work out…it’s just work at the end of the day!” and all about her famous Twitter #WorldCup of…Cocktails, Christmas Songs, Bakery, etc., which, of course, has a fully audit-trailed spreadsheet for each competition!A huge thank you to Tess for her time and for sharing her actuarial journey. Hosted on Acast. See acast.com/privacy for more information.

🚀 Latest BWD In The Know Episode: Business Exit Strategies Uncovered 🎧In this episode, we explore the intricate world of exiting a business, focusing on innovative strategies that go beyond the traditional. Join us as we delve into:🤝 Employee Ownership Explained: Chris shines a light on Employee Ownership, where founders sell to a Trust, reaping benefits like zero capital gains tax, and why it's on the rise.❤️ The Value Beyond Tax Breaks: Discover the heartfelt reasons behind choosing Employee Ownership, from safeguarding legacy and culture to staying involved on your own terms.🔍 Future Implications: With potential shifts in governance on the horizon, we dissect how changes in capital gains tax could reshape exit strategy landscapes. This discussion is a must-listen for business owners pondering their next steps... Hosted on Acast. See acast.com/privacy for more information.

We are delighted to bring you another "In The Know" episode featuring Alan Smith ➡️ CEO of Capital Asset Management 🌟. Join us as we explore:🌱 Core Values: Alan discusses how core values such as family, travel, adventure, learning, and giving back, not only guide his personal life but also his professional practice. 🚀 Podcast Gems: "Bulletproof Entrepreneur" highlights key entrepreneur traits: resilience, vision, and innovation.🔍 Pricing Models: Hear Alan's move to value-based subscription models, moving beyond traditional AUM fees. Alan discusses the shift to pricing that reflects true value delivered to clients. Explore the transformation:Fee Model MasterclassValue-Based Advisory Blueprint🤖 AI's Role in Financial Planning: Artificial Intelligence in financial planning, from streamlining data processing to elevating client service. Alan stresses a cautious yet strategic embrace of AI, highlighting the importance of data security and compliance. Learn more:Implement AI in Financial Planning🎧 An essential episode for Financial Planners and anyone interested in entrepreneurship, technology, and personal growth. Hosted on Acast. See acast.com/privacy for more information.

Dive into an insightful episode of "In The Know," featuring Phil Bray, Founder and Director of the Yardstick Agency, a firm that stands at the forefront of marketing for Financial Planners. 📊 Understanding the Essence of MarketingUnpacking the fundamental concept of marketing…creating opportunities and turning them into cash!🛑 Busting Myths: Tackling Misconceptions and Limiting Beliefs in MarketingDiscussing the common myths and misconceptions that prevent Financial Planners from fully embracing effective marketing strategies.📈 Essential Strategies for Financial PlannersGaining insights into the top three actions Financial Planners should undertake to bolster their digital footprint, and effectively leverage referrals and recommendations.🌐 The Significance of Digital Presence and Social ProofDiscovering the critical importance of establishing a robust digital presence and the role of social proof in attracting and retaining clients.This episode is a must-listen for Financial Planners eager to grasp the intricacies of marketing. Hosted on Acast. See acast.com/privacy for more information.

Discussing the recent Schroders UK Financial Adviser Survey with the brilliant Gillian Hepburn.  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”. Hosted on Acast. See acast.com/privacy for more information.

We're diving deep into the world of Professional Services with Ian Gibson, Managing Partner at Evelyn Partners. A seasoned expert with 35+ years of experience, Ian discusses the importance of listening, removing the ego, and being a professional chameleon. Plus, he provides us with some honest insights into the current and future world of Financial Services. Hosted on Acast. See acast.com/privacy for more information.

In our 6th instalment, we're diving deep into the world of financial advice with Ben Wright, MD at Changed Squared, a seasoned expert whose 20+ years’ experience provides us with some honest insights into the current and future world of financial services.https://www.linkedin.com/in/benwright/ Hosted on Acast. See acast.com/privacy for more information.

Welcome to another episode of BWD IN THE KNOW, the premier podcast for Financial Services.In the latest instalment, we delve into valuable insights about selling your business with Solicitor Paul Trudgill, Partner at Knights.  Some of the discussion points are: Managing and protecting against riskWhen and why do deals fall down?Why get a solicitor involved early?What is involved from a legal perspective?If you enjoy the episode, don't forget to subscribe, rate, and leave a review!If you would like to know more about the M&A market, please get in touch with Dave (dave.rist@bwd-search.com) Hosted on Acast. See acast.com/privacy for more information.

Welcome to another episode of BWD IN THE KNOW. In our 4th instalment, we're diving deep into the world of financial services with John White, Head of Financial Planning at Hurst Point, a seasoned expert who has led some of the largest advice firms. Here’s a peek into the insightful topics we cover:  Exploring culture & leadershipTackling career challengesConsolidation The future of adviceTime to give backhttps://www.linkedin.com/in/john-white-516b481b/https://bwd-search.com/ Hosted on Acast. See acast.com/privacy for more information.

In our third instalment of IN THE KNOW, we host our first group discussion episode, where we delve into the transformative world of Artificial Intelligence and its potential impact on financial planning and the adviser landscape. Joining our host James Walker (MD of BWD), we have a stellar lineup of real human guests to discuss AI and its impact on Financial Planning.Gillian Hepburn, the Head of UK Intermediary Solutions at Schroderslan McKenna, the Founder and Director of FTRCBen Hampton, CEO of Wealth Wizards Topics Covered:Current State of AI Integration (Based on the Pulse Report)Future Prospects of AI Integration (Based on the Pulse Report)Balancing AI's Threats and OpportunitiesPractical Applications of AIEthical, Regulatory, and Big Tech ChallengesThe Future of Traditional Financial Planning So, will AI terminate traditional financial planning? Let's find out. Hosted on Acast. See acast.com/privacy for more information.

In this insightful second episode, Rob Hammond and John Okafor interview the impressive Katey Walker, Chief Commercial Officer with Aon's Strategy and Technology Group.  Katey shared her unique and insightful perspective on various hot topics from the excitement and expectations of AI and technological advances and the impact on the insurance sector but also the reluctance for change, to the importance and difference of inclusion and representation within a changing but still very male-dominated industry.  Katey Walker has twenty years of experience in the property/casualty industry as a consultant and in Executive and Senior Management roles for Top 10 insurance companies. In addition, Business Insurance honoured Katey as a Women to Watch 2022.  BWD IN THE KNOW explores and delves into critical topics such as diversity, equity, and inclusion (DE&I), culture, market changes, trends and future planning, and of course, the dynamic world of recruitment. Listeners can expect to gain a deeper understanding of market trends, hear real-life success stories, and get practical advice on navigating the ever-changing job market.  Hosted on Acast. See acast.com/privacy for more information.

In this insightful episode of BWD IN THE KNOW, hosts John Okafor and Rob Hammond interview the inspiring Linley Baker. A high achiever from Massachusetts, Linley excelled at the Wharton School of Business before launching a successful actuarial career, earning Fellowship in the Society of Actuaries at just 25. After pausing her career to raise her six children in four different countries, she reentered the professional world in 2012, rising to the position of vice president within five years. Linley advocates for unconventional career paths and shares her wisdom in her motivational book, "Don't Be Afraid to Do What You Really Want to Do – Reach All Your Life Dreams". Join us for this captivating conversation about life, career, and achieving your dreams.BWD IN THE KNOW will explore and delve into critical topics such as diversity, equity, and inclusion (DE&I), culture, market changes, trends and future planning, and of course, the dynamic world of recruitment. Listeners can expect to gain a deeper understanding of market trends, hear real-life success stories, and get practical advice on navigating the ever-changing job market.Watch the video version hereFind Linley's books here Hosted on Acast. See acast.com/privacy for more information.

A short clip from our first episode of BWD: IN THE KNOW. Hosts John Okafor and Rob Hammond interview the inspiring Linley Baker. A high achiever from Massachusetts, Linley excelled at the Wharton School of Business before launching a successful actuarial career, earning Fellowship in the Society of Actuaries at just 25. After pausing her career to raise her six children in four different countries, she reentered the professional world in 2012, rising to the position of vice president within five years. Linley advocates for unconventional career paths and shares her wisdom in her motivational book, "Don't Be Afraid to Do What You Really Want to Do – Reach All Your Life Dreams". Join us for this captivating conversation about life, career, and achieving your dreams. Hosted on Acast. See acast.com/privacy for more information.