Shows
Advice AmplifiedReady for Season 2 of Advice Amplified?We've had an incredible time producing Season 1 of Advice Amplified, and we're pumped for Season 2!
Thank you to all of our listeners, and thank you to all of our incredible guests (in chronological order):
Micky Johal BFP FCA, Sam Tate, Phil Blows, Martin Jennings, Asif Naidu, Edward Gascoigne, Mark Stringer, Mathew Grice, Charles Walker, James Anderson, Cameron Waldron, Jym Brown, Shaunagh Wilson, Tej Singh, Philip Calvert, Samantha Secomb FPFS, Tom Ham, Gary Shepherd, Shauna Mullin and Jon Hart.
We're aiming to release the next...2024-07-0200 min
Advice AmplifiedOpen Finance and Open Banking: Data Empowerment: Jon HartLearn about the world of Open Banking and Open Finance with Jon Hart, the API Partnerships Director at MoneyHub Enterprise. In this episode, Jon explains Open Banking and how it empowers individuals to own and share their financial data securely. He explains the broader scope of Open Finance, which includes investments, pensions, properties, and mortgages, and discusses the potential for revolutionary changes in how we interact with financial services.
In this episode, Jon and Pete discuss:
00:00 - Introducing Jon Hart
00:54 - Open Banking vs Open Finance
08:43 - Open Banking APIs and third-party aggregators
10:04 - Open Banking use cases
14:32...2024-06-1130 min
Advice AmplifiedEmbracing Change: Tech in Financial Services: Shauna MullinLearn about the challenges and opportunities that arise from integrating new technologies with legacy systems. Shauna discusses the evolution of digital tools that assist financial advisers, emphasising the importance of intuitive and easy-to-use solutions to enhance adviser-client relationships; she sheds light on how regulatory pressures and technological advancements are shaping the future of financial advice, making it more accessible and effective.
In this episode, Shauna and Pete discuss:
00:00 - Introducing Shauna Mullins
01:00 - Using tech to power-up client relationships
02:13 - What’s the approach to starting implementing new tech?
04:08 - The unusual tech landscape
05:24 - Does tech even help ad...2024-05-2834 min
Advice AmplifiedHistorical Shifts in Financial Tech: The Power of Data: Gary ShepherdGary shares his experience of capturing a majority of the market with fresh new tech, and discusses the transformative role of data in the financial services industry. From the early days of DOS-based applications to the modern era, Gary provides insights into the evolution of tech in finance and its impact on business strategy and growth. Tune in to discover how innovation and data have reshaped the landscape of financial planning and what the future may hold for the industry.In this episode, Gary and Pete discuss:00:00 - Introducing Gary Shepard01:01 - The history of financial...2024-05-1436 min
Advice AmplifiedFrom Vision to Legacy: The Journey to Building Calton Wealth Management: Tom HamTom shares candid insights into the challenges and victories of growing a business that not only aims for financial success but also maintains a strong ethical backbone, treats its employees like family, and upholds a legacy of impactful service. Discover how Tom’s vision for a business built on integrity and care for both clients and team members is setting a new standard in the financial advisory world. Tune in to learn from Tom's unique approach to business growth, his dedication to creating lasting relationships, and his commitment to leaving a meaningful legacy in the financial industry.
2024-04-3027 min
TRAP: The Real Adviser Podcast44 - Bricks and TortureIn this latest pile of TRAP, the Trap Pack discussTopical issues, including the imminent TRAP Live event, superb service, FCA fee review update, Ultra’s new book (yes, really), Voice’s “planning” week, more Irish investment fraudMeat and Potatoes: Bricks and TortureQuestions posted by our beloved TRAPist Patrick DugganCulture CornerLinks referred to in the show:Meanwhile, service standards elsewhere are awful: https://www.ft.com/content/0a5d30ed-164f-4b9f-a049-fc9692219f79CW: Investment fraud https://www.rte.ie/news/2024/0405/1441779-investment-fraud/NL: Leveraging Wealth: The Advice Amplified podcast with IFA...2024-04-251h 30
Advice AmplifiedWomen in Finance: The Benefits for Clients and Firms: Sam SecombSam explores the unique challenges and opportunities women face in this traditionally male-dominated industry. She discusses the significant impact of decreasing female representation, not only as financial advisers but also as empowered clients shaping the industry's evolution. Sam's insights highlight the need for more inclusive practices, urging a shift towards recognising and valuing the diverse talents women bring to the table.
In this episode, Sam and Pete discuss:
00:00 - Introducing Sam Secomb
01:02 - What female career progression looks like
04:07 - Technical skills and relationship skills
08:47...2024-04-1646 min
Advice AmplifiedMarketing Mastery: Amplifying Client Acquisition: Philip CalvertPhil shares his wealth of experience on leveraging technology and traditional methods to enhance lead generation and client engagement in the financial advisory sector. With a focus on education, personalization, and the power of AI, Phil offers actionable insights and examples of how advisors can transform their practices to meet the evolving demands of clients. Whether it's embracing AI for customized content creation or returning to proven tactics like seminars for direct connection, this conversation is packed with strategies to navigate the changing landscape of financial advice. Tune in for an enlightening dive into blending old-school approaches with cutting-edge...2024-04-0244 min
Advice AmplifiedLeveraging Wealth: Property vs. Equity: Tej SinghTej Singh unpacks the intricacies of property investment, emphasizing the unique benefits of leveraging in wealth creation. He contrasts property with other investment forms, highlighting control and the potential for significant returns. Tej also shares insights into risk management and the strategic mapping of investment strategies within the property sector. Join us as we explore the nuances of building and scaling wealth through real estate, offering listeners valuable strategies for their investment journey.
In this episode, Tej and Pete discuss:
00:00 - Introducing Tej Singh
01:07 - Property vs stock market overview2024-03-1945 min
Advice AmplifiedBridging Generations: Innovating Financial Education for the Future: Shaunagh WilsonShaunagh, the Operations Director at eParaplan, navigates the evolving landscape of financial planning and technology, highlighting the imperative for adaptation to captivate younger audiences. She discusses the nuances of intergenerational wealth transfer, advocating for enhanced financial literacy and the pivotal role of advisers in mentoring and guidance. Shaunagh also explores how digital innovations and community-building online can serve as pivotal tools for advisers to stay pertinent and approachable, thereby cultivating a culture of financial awareness and empowerment among diverse age groups.
In this episode, Shaunagh and Pete discuss:
00:00 - Introducing Shaunagh Wilson2024-03-0533 min
Advice AmplifiedYou're Misunderstanding Disruption: The Advice Gap Doesn't Exist?: Jym BrownDelve deep into the heart of the financial advice gap with Jym Brown, a renowned author, PHD researcher, and Ningi's COO. Jym challenges conventional wisdom, drawing parallels between financial health and mental wellbeing, and proposes innovative solutions to bridge the advice gap. With his unique outsider's perspective, Jym unravels the complexities of consumer behaviour, technology's role in financial planning, and how social media can transform financial advice. Join us as we explore Jym's two-pronged strategy for making financial advice accessible, and discover how simple questions can lead to profound insights into improving financial health.
In this episode...2024-02-2025 min
Advice AmplifiedEvidence-Based Advice: The Science Supporting Financial Wellbeing: Cameron WaldronDelve into the intersection of science, research, and financial wellbeing with Cameron, owner of New England Financial Solutions. With his rich background in psychology and finance, he offers a unique perspective on how empirical evidence and scientific methodologies can transform our approach to financial advice. Drawing from his extensive research and practical experience, he shares insights into effectively providing financial wellbeing. Join us as Cameron Waldron unravels the complexities of financial advice, education and wellbeing through a critical lens.
In this episode, Cameron and Pete discuss:
00:00 Introducing Cameron Waldron01:32 Financial wellbeing definitions03:37 The...2024-02-0642 min
Advice AmplifiedEvolution of Financial Advice: Blending Tradition with Technology: James AndersonIn this episode of Advice Amplified, we explore James Anderson's transition from a traditional financial adviser to a pioneer in digital financial advice. James shares his experiences and insights on integrating technology in financial advising, discussing the shift in client expectations and the importance of digital solutions in the industry. He reflects on the challenges and motivations behind his move to digital platforms, providing a unique perspective on the future of financial advising that balances personalised relationships with technological innovation.
In this episode, James and Pete discuss:
00:00 Introducing James Anderson
01:02 Why explore...2024-01-3021 min
Advice AmplifiedRedefining Talent Acquisition: The Future of Financial Recruitment: Charles WalkerDive into the world of financial recruitment with Charles Walker, CEO and seasoned recruiter. Charles shares his extensive insights on the evolving landscape of financial services recruitment. He discusses the need for support staff in financial advising roles and the impact this has on salaries and business structures. He also touches on the challenges and strategies in attracting top talent, emphasising the importance of culture, environment, and salaries in the modern workplace. Charles also explores the changing expectations of employees and firms, highlighting how remote work and hybrid models are reshaping recruitment. Additionally, he reflects on the future of...2024-01-2630 min
Advice AmplifiedRevolutionising Financial Services: Embracing Technology and Collaboration: Mat GriceIn this episode of Advice Amplified, join Mat Grice, Head of Product at Parmenion, as he delves into the challenges and opportunities within the financial advice industry. Discover how we can leverage data and technology to streamline processes, enhance client-advisor relationships, and reshape the advice industry. Matt shares his insights on the importance of seamless digital experiences, the evolution of advisory platforms, and the exciting future of integrating AI into financial services.
00:00 Introducing Mat Grice
00:55 Improving the relationship between clients and advisers
02:22 Pace of change in the financial industry
2024-01-1617 min
Advice AmplifiedRedefining Finance: Navigating the Digital Evolution: Mark StringerDeep dive into the evolving landscape of financial advising. Delving into the impact of macroeconomic shifts, the rise of private equity, and the role of AI and technology in shaping investment decisions. Mark Stringer provides a thought-provoking discussion on the future of financial practices. As we explore the shifting paradigms of wealth management and the generational transfer of wealth, this conversation illuminates the pressing need for the industry to adapt, innovate, and responsibly guide a new era of investors.
In this episode, Pete and Mark discuss:
00:00 Intro
01:05 Private equity and...2024-01-0927 min
Advice AmplifiedNavigating Success: Deep Dive into the Dynamics of Financial Advising: Ed GascoigneExplore the delicate interplay between technical expertise and client relationships, the evolving role of technology in planning, and the imperative for adaptive growth in the industry. Ed Gascoigne shares valuable insights on navigating regulatory shifts, enhancing adviser skills, and the critical importance of human touch in a tech-driven world. Tune in for an episode packed with forward-thinking strategies and personal reflections.
In this episode, Pete and Ed discuss:
00:00 Introducing Ed Gascoigne
00:57 Consumer duty’s impact
01:31 Charging models for professional services
04:40 Which skills are relevant?
06:16 Interpersonal skills and kn...2024-01-0229 min
Advice AmplifiedDigital First, Not Only: Fiscal Engineers' Challenges and Journey: Asif NaiduJoin Asif Naidu on 'Advice Amplified' as he shares the transformation journey of Fiscal Engineers, highlighting the strategic shifts and digital integration that led to unprecedented growth and efficiency. Dive into the challenges of scaling, the importance of data in decision-making, and the balance between technology and personalised service in financial advising. Gain insights into the future of financial services and the continuous quest for innovation and improved client delivery.
In this episode, Pete and Asif discuss:
00:00 Introducing Asif Naidu
00:40 Fiscal Engineers’ journey
03:24 What’s the trigger point for transformational change?
2023-12-2618 min
Advice AmplifiedFinancial Platforms: Trust, Technology, and Client Experience: Martin JenningsWe're thrilled to have Martin Jennings, CEO at Parmenion, as our special guest. Martin delves into the intricate world of financial platforms, discussing the crucial role of trust and the impactful use of technology in the financial advising landscape. He offers a deep dive into how financial advisers can effectively evaluate and utilise fintech platforms to enhance client experiences and outcomes. Martin also sheds light on the current trends and future prospects in the industry, providing valuable strategies for navigating the ever-evolving fintech ecosystem.
00:00 - Intro
01:00 - Welcome Martin Jennings
01:08 - Building a Platform
03:53 - Race to...2023-12-1939 min
Advice AmplifiedCryptocurrency & AI Impact: Unveiling Future Financial Advising and Business Strategies: Phil BlowsDelving into cryptocurrency and AI in finance, 'Advice Amplified' welcomes Phil, a pioneer in digital asset exchange and AI innovation. In this episode, Phil shares insights from launching AQRU to exploring new AI frontiers with StreaksAI, shedding light on crypto market evolution and the transformative role of AI in client advising. I hope you enjoy this discussion about how these technologies are reshaping the future financial advising.
In this episode, Phil and Pete discuss the following topics:
Cryptocurrency Market Trends
AI Advancements in Financial Advising
The Evolution of Digital Asset Exchanges
The Impact of AI on...2023-11-3043 min
Advice AmplifiedBridging the Advice Gap: Innovation in Financial Services, Empathy and Education: Sam TateUncover how innovative strategies are bridging the advice gap, the role of technology in reshaping finance, and the crucial impact of empathy in client relationships. Sam Tate's 20+ years in the industry offer profound insights into evolving financial planning, challenging traditional models, and the importance of financial education in an effort to close the advice gap.
In this conversation, Sam and Pete discuss:
Closing the Financial Advice Gap
The Evolution of New World Financial Group
Tackling the Trust, Education, and Advice Gaps in Finance
The Role of AI and Technology in Financial Planning
Shifting from Investment-Centric to...2023-11-3034 min
Advice AmplifiedEmbracing Innovation: The Future of Wealth Management Technology and Mindset Shifts: Micky JohalLet’s learn about how technology and AI are redefining wealth management, the impact of regulatory changes, and why starting your pension early matters. Micky Johal, with his extensive background from Truinvest to Your Future Group, shares valuable insights on building operational efficiencies and the importance of personalised client services.
In this conversation, Micky and Pete discuss topics, such as:
Wealth Management Insights
Tech's Transformation in Finance
Navigating Regulatory Compliance
Early Pension Planning Importance
Enhancing Operational Efficiency
Private Equity and Wealth Trends
Wealth Management's Future Outlook
Hybrid Financial Advice Models
AI in Personalised Investments
Strategies for IF...2023-11-3031 min
Inside WealthBuilding a Driven Team- Episode 12 - Pete Ridlington, the Founder and CEO of Ningi Welcome to another instalment of the Executives in Wealth Management podcast.
This week, your host Thomas Spencer was joined by Pete Ridlington, the Founder and CEO of Ningi.
Pete shared his story of setting up Ningi, as well as the origin of its name.
The pair also talked about managing teams in a startup environment, the importance of pursuing passion projects at work and how tech works within the wealth management space.
Tune in for more insights into another fascinating executive.
2023-07-2736 min