In this episode of The Blunt Dollar, I sit down with Lucy Walker, fintech founder, former fund researcher, and boardroom powerhouse, for a deep dive into the future of fund research and distribution. Lucy shares the story behind building AM Insights, a sleek mobile-first platform born out of frustration with clunky legacy systems. We talk entrepreneurship, sales effectiveness, and the community she built almost by accident, that’s now 400 plus women strong.
🔹 From managing £1B to founding AM Insights: why Lucy left institutional comfort for startup chaos
🔹 The painful inefficiencies of traditional fund research tools and what AM Insights is doing differently
🔹 What makes a great fund salesperson today (hint: it’s not a long deck or a bottle of red)
🔹 How personalization and AI are transforming how fund selectors work
🔹 Building “Women in Distribution”: How a single LinkedIn post sparked a thriving community of women in finance
If you’re into fintech innovation, fund selection, and honest career pivots in asset management, this one’s for you.
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Enjoy the episode!
Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.
