Podcasts: Wealth Management

We are delighted to bring you another "In The Know" episode featuring Alan Smith, CEO of Capital Asset Management. An essential episode for Financial Planners and anyone interested in entrepreneurship, technology, and personal growth.

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.

Discussing the recent Schroders UK Financial Adviser Survey with the brilliant Gillian Hepburn

We're diving deep into the world of Professional Services with Ian Gibson, Managing Partner at Evelyn Partners. He discusses the importance of listening, removing the ego, and being a professional chameleon

we're diving deep into the world of financial advice with Ben Wright, MD at Changed Squared, a seasoned expert who’s 20+ years’ experience provides us with some honest insights into the current and future world of financial services.

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.

Hasta La Vista, Baby - Will AI Terminate Traditional Financial Planning? A roundtable discussion with James Walker, Gillian Hepburn, Ian McKenna & Ben Hampton