Shows
NextWealth InsightsSeason 4, Episode 11: NextWealth Live - Consolidation and its implicationsEpisode 11 of Season 4 is the final episode in this series. In this episode, you will hear a panel session from NextWealth Live discussing consolidation and its implications. Caroline Hawkesley, UK Managing Director at Progeny, Dean Proctor, CEO at 7IM, and Jonathan Polin, CEO at Atomos, answer questions from the audience and talk about their business strategies.
Stay tuned for Heather and Emma's thoughts on this discussion afterwards.
2024-07-1242 min
Inside WealthDriving Betterment in Wealth Management- Episode 37 - Caroline HawkesleyWelcome back to the Executives in Wealth Management podcast.
In this episode, Thomas Spencer talks with Caroline Hawkesley, UK Managing Director of Progeny. Caroline shares her story of growing up with an entrepreneurial grandfather, starting her own
business, and eventually joining Progeny. She highlights the importance of
culture and values in business success and the unique challenges smaller firms
face.
Caroline also opens up about the emotional aspects of selling a business
and the impact on clients and team members. She provides valuable advice on
preparing for business transitions and the significance of mentorship and
...
2024-07-101h 06
Adviser 3.0: The PodcastEp 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser DevelopmentCaroline Hawkesley, UK Managing Director of Progeny, discusses her journey in financial services and the growth of Progeny as an independent financial planning firm. She highlights the importance of defining the financial planning profession and the need to attract the next generation of advisers. Caroline also explains Progeny's
acquisition strategy and how they integrate acquired businesses while preserving their unique qualities. She emphasises the company's focus on client-centric services and the goal of making a positive difference in the industry. Additionally, Caroline discusses the Progeny Academy and their efforts to develop well-rounded advisers.
2024-06-051h 03
Property-Porn Stars2.5% Fees, No Rightmove Account, A Waiting List of Sellers...Fiction or Reality? #4: Simon HawkesleyIn this episode, we are joined in the studio by one of the most interesting operators in the industry, Simon Hawkesley. An explorer, mountaineer, adventurer...and when he's not scaling mountains he brings an approach to estate agency unlike almost any other in the industry. Whilst his approach is carefully curated for his market, and is built upon his years of experience in the premium and prime markets, there is a huge amount to be learned from him by anyone in the industry. The principles of limiting the supply of service to charge hig...
2023-07-161h 02
2015-01-1109 min