Podcast 015: David Ferguson – On Handing Power Back To Advisers & Clients”

In this extended version of my interview with Nucleus CEO David Ferguson, we talk a about how he went from being a computer geek at school to a ‘failed actuary,’ to setting up the platform in 2006. David took us right back to the beginning, when he and his cofounder Philip Martin sat down in an empty office on their first day in the business; all they had was £5m in the bank and a big idea but nothing else. So ‘they went out and … More →

Podcast 14: Is Percentage of AUM Adviser Fees Under Pressure? Plus Interview With Chris Daems

 

A recent article referred to percentage of asset under management adviser charging as ‘a con’. While this clearly a step too far, are we going to see more attack on this approach to fee charging? 

In this podcast, we examined some recent articles on how adviser fees are evolving, including one by US based financial planning veteran Bob Veres; primary on how percentage of asset under Management adviser charging is coming under increasing pressure.  

Then I interview Chris Daems of Principal Financial Solutions, … More →

Podcast 13: Advisers, Content Is Key To Winning Clients Online

Did you know that nearly 60% of a buying decision for professional services happen online, before a potential client contacts a firm?  If so, why is it that the vast majority of financial advisers/planners pay very little attention to their online presence? An even smaller proportion of advisers take time to create useful content to engage potential clients and prospects? 

In this podcast, Abraham Okusanya talks to Content Marketing Expert and author of Valuable Content Marketing, Sonja Jefferson about why content is key to … More →

Podcast 12: Simon Chamberlain on Independence, Platforms and Why Vertically Integrated Model Works

 

Simon Headshot 2.001 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.

Simon talks about how his approach in the consolidation space is different from the competition, vertically integrated models in general and the misconception over FCA definition of independent advice.

 

Mistakes and Learning Curve
I asked simon what he would consider the biggest … More →

Podcast 008 – Derek Stewart: A Small IFA Firm Running c£100M FuM – Easy, With the Right Process

Derek StewartIn 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 permission? With the right process and platform, ‘not difficult’ difficult says Derek

Derek also talked about his frustration in trying to hire new advisers for the business as well as his general view on how to build a profitable and sustainable … More →

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 Productivity.

The tools discussed here include:

  1. InStreamWealth – a crowd-sourced financial planning and practice management system
  2. Rescue-Time – Time-management and Productivity Tracking software
  3. Windows or Mac Dictation Service

Enjoy

More →
Sign Up To Download

Sign Up To Download

Sign up & download Chapter 1 of 'Beyond the 4% Rule' completely FREE!

You have Successfully signed up and now have Access to this page!