Podcasts
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We have a very vast array of Podcasts for you to listen to. We touch on everything from the financial sector making the content we produce ever fresh and exciting.
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Podcast 018: Chris Williams – Making Online Investment Advice Work
In this podcast, WealthHorizon CEO Chris WIlliams talks to Abraham Okusanya about how his firm is set to take advantage of the opportunity to deliver online investment advice to the mass market. The IFP board member and former Ashcourt Rowan Financial Planning CEO...
Podcast 017: Phil Billingham – Benchmarking UK’s Top Financial Planning Firms
Have you ever wondered what the top UK financial planning firms have in common? What's the average size, turnover and profit? What sort of tools do they use in their practices? In this podcast, Abraham Okusanya speaks to Phil Billingham, a highly regarded industry...
Podcast 016: Steve Martin – Walking The Talk As A Lifestyle Financial Planner
On this session of the Adviser Hangout Podcast, Abraham Okusanya talks to Steve Martin of Smart Financial about how he runs his UK-based lifestyle financial planning firm, while he and his family lives in Spain! A big part of a financial planner's job is helping...
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Podcast 12: Simon Chamberlain on Independence, Platforms and Why Vertically Integrated Model Works
In this podcast, Simon Chamberlain, Chief Executive of Succession Group talks to Abraham Okusanya about how his earlier training in the industry prepared him for the current challenge of running a business that now looks after £8 billion of clients' money....
Podcast 008 – Derek Stewart: A Small IFA Firm Running c£100M FuM – Easy, With the Right Process
In this podcast, Abraham Okusanya speaks to Derek Stewart the MD of Strategic Asset Managers based up in Scotland about his business, what makes the firm unique and their investment process. How hard is it to run c£100M of client money, with no discretionary...
Podcast 007: Bill Winterberg on Technology Tools for Adviser Marketing and Practice Management
In this podcast episode, I talk to Bill Winterberg, US-based Technology Consultant to Financial Planners and Founder of FPPad about how advisers can use technology to improve their businesses in three key areas; Marketing, Practice Management and Personal...
Podcast 006: Paul Armson on Delivering A Compelling Client Proposition
In this session of the podcast, Abraham speaks to Paul Armson of InspiringAdvisers and the author of The Financial Advisor’s Survival Guide: How to Succeed and Prosper in a ‘Fee Only’ World. He is also credited for creating the Truth version of the Prestwood...
Podcast 005: Mark Polson on Platform Pricing, CIP and The Pie of Destiny
In this podcast, I talk to platform guru Mark Polson of the lang cat, about his latest Platform Pricing Guide, Centralised Investment Propositions and the Pie of Destiny. I asked Mark what the Platform Pricing Guide tells us (but more importantly what it...
Podcast 004: Greg B. Davies on Behavioural Investing and Application to Financial Planners
It's common knowledge that one key area that financial planners can add value to clients is in helping them close the so called Behaviour Gap The problem is there is actually very little in the way of a practical framework to help planners take account of their...
Podcast 003: Clive Waller on Role of Rainmakers in Financial Planning Businesses
What will a typical advice business look like in five or ten years’ time? Will a typical firm be smaller or bigger? Will financial advice move away from being a lifestyle business to more of a professional practice? A recent report by CWC Research in Association with...
Podcast 002: Brett Davison on Pricing Your Value As A Financial Planner
In this episode of the AdviserHangout Podcast, we look at one of the most important issues in the way advisers manage their business and in the way we work with clients – Fees. First, we look at the latest research commissioned by the FCA to look at what clients think...
Podcast 001: Michael Kitces on Emerging Trends in Financial Planning
In this podcast, Abraham speaks to Michael Kitces, a thought-leader in financial planning in the US and the author of the enviable Nerd’s Eye View blog. Have you ever wondered what financial planning will look like in 5 – 10 years’ time? What are they key...