The PFP Podcast

In this episode our Paraplanning Panel discuss Suitability Reports. Regular hosts Alan Gow and Hannah Wynick are joined by Sophie Brown, and Phil Greenwood to discuss some tips, the purpose of Suitability Reports, and the role of AI. Learn more about the panel and find related resources here: https://www.thepfs.org/membership/communities/paraplanning-panel/

In this episode of the PFP Podcast we are joined by Craig Palfrey, PFS Board Member. Craig talks to us about his experience including his role on the board, the challenges facing the profession, The Festival of Financial planning, and the use of AI in financial planning.

Chris Shadforth - PFS Communications Director - talks to some of the attendees of the PFS Officers' Conference 2026 while enjoying a round of golf at The Belfry.

In this episode, we're looking beyond technical expertise to explore the human skills that define great financial advisers with Jay Dhaliwal and Michael Hawthorn. From listening with intent to showing genuine empathy, to communicating with clarity and building trust. Over time, we'll discuss how these qualities shape stronger client relationships and better outcomes. Whether you're new to advice or an experienced professional, there's something here to reflect on and hopefully take into your own conversations. For more PFS POWER content visit: https://pfspower.org/

On this week's PFS POWER podcast, we ask Rosa Nash and Kate Gannon if technology can enhance the human side of financial planning. They discuss the tools that they use to allow them to focus on better serving their clients, and the current pitfalls of relying on AI to give advice. Find more podcasts, webinars and articles on the PFS POWER website: https://pfspower.org/