Shows
The Money Marketing PodcastIn Conversation With…Tessa Lee, Managing Director at moneyinfoOn this episode of "In Conversation With...," host Kimberley Dondo sits down with Tessa Lee, Managing Director at moneyinfo, to dive into the findings from recent research by moneyinfo and Compeer. They explore the evolving digital landscape in financial advising, highlighting what high-net-worth investors now demand in digital services, the specific tools clients and advisers seek, and the biggest challenges advisers face in meeting these digital expectations. Tune in for insights on leveraging back-office digital tools, emerging trends, and future opportunities in financial advising.
2024-06-2634 min
The AdviserTech ShowFrom Pensions to Pixels | Dan McMahon from Hyman Robertson | S3 E5In this episode of the Adviser Tech Show, moneyinfo’s Managing Director Tessa Lee engages in a captivating conversation with Dan McMahon, the Head of Technology and Innovation at Hyman Robertson Personal Wealth.
“The only way you’re going to close the advice gap is if tech is doing more and more of the heavy lifting, so that’s really my mission as head of tech in this space”, Dan shares his unconventional journey from pension administration to becoming a tech and innovation leader, and the vision he has that goes along with it.
Dan and Tessa...2023-12-1430 minThe AdviserTech ShowRegulation Innovation | Henry Cobb on Navigating Change | S3 E4In this episode of The AdviserTech Show, Tessa Lee, the Managing Director of moneyinfo, sits down with Henry Cobb, Founder and Head of Research at Elston Consulting, for an insightful exploration of the financial services industry.
Henry unfolds his journey from a guide analyst at Schroders to the visionary founder of Elston Consulting in 2012. Motivated by anticipated regulatory changes such as RDR and Auto Enrolment, Henry's mission was clear: to craft low-cost multi-asset investment solutions empowering advisers to adeptly navigate industry shifts.
Elston Consulting operates at the core of portfolios, funds, and indices. Henry details...2023-11-2429 minThe AdviserTech ShowWhat’s keeping financial advisers awake at night? | Matt Jeffery from Alpha FMC | S3 E3How does Matt Jeffery know so much about the things that keep advisers awake at night?
Being a Senior Manager at Alpha FMC, Matt has a broad knowledge of the pressing challenges that financial advisers face day-to-day. In this insightful episode of The AdviserTech Show, Matt and Tessa delve into the intricacies of adviser tech, highlighting transformative strategies and insights that not only address current industry concerns but also shed light on the ways advisers can improve their sleep.
Joking aside, Alpha FMC is a leading global provider of specialist consultancy services to the financial...2023-11-1039 minThe AdviserTech ShowRuth Handcock on Transforming the Advice Industry | Octopus Money | S3 E2Ruth Handcock, CEO of Octopus Money, takes the spotlight in an enlightening episode of The AdviserTech Show. Ruth talks to moneyinfo’s Managing Director, Tessa Lee, about her diverse experience, including running Octopus Investments and setting up a challenger bank. She also mentions the prevailing issue of the advice gap within the financial sector, and Octopus Money's mission to provide access to financial help and guidance for everyone, particularly partnering with employers.
Ruth's insights shed light on the evolving landscape of financial advice, offering valuable perspectives on how to navigate the changing industry. Her extensive experience, including ru...2023-10-2628 minThe AdviserTech ShowA Journey in Finance | Insights from the Verve Group | S3 E1Cathi Harrison, CEO of the Verve Group joins moneyinfo’s Managing Director, Tessa Lee on the first episode of Season 3 of The AdviserTech Show. Cathi shares her journey in the financial services industry, a path she found when her curiosity was piqued by a friend's inheritance and the need for financial advice. Despite not initially studying finance, Cathi started her career as an administrator at a financial advice firm in 2005. Over the years, she evolved into a paraplanner and eventually ventured into entrepreneurship, founding multiple businesses.
Cathi’s journey led to the creation of the Verve Group, a co...2023-10-1228 minThe AdviserTech ShowWho’s afraid of the big, bad technology adoption? | How Advisers have used technology over time | S2 E6Adam Leci and Sandra Paul from Prestwood Software discuss how different technologies have made their way into the financial sector, as well as how consumers generally expect free technology to be adopted and to make things easier, rather than be expensive and complicated.
Sandra elaborates on how gradually over time, the demand for Advisers to learn new technologies has increased. For example after Covid, tech was used a lot more for advisers to communicate with clients and bring them into the planning process, and Prestwood was also setting up user groups and webinars during and after Covid...2023-10-1231 minThe AdviserTech ShowHow to navigate through a moving landscape | Essential technology for Financial Advisers and Wealth Managers | S2 E5Matthew Clark gives an insight into the different opportunities that have arisen from the tools that financial technology has to offer on how to best serve clients looking to pass on their wealth. In this podcast episode, Matthew discusses the ways Old Mill have tackled challenges that come with intergenerational wealth planning, especially in the current fast changing landscape amplified by the impact of Covid and the rapid pace of developing technology.
Old Mill help clients all the way through their journey from wealth accumulation, to decumulation, and into the next generation. As technology has progressed, Old...2023-10-1231 min
The Sean Morgan ReportAn Agenda of Financial Control with John Person: The Great Reset Ep 4"The Great Reset" is a show about the future of finance. Money is power, and there is a historic fight to control the mechanisms of power. What people, groups, and nations will control the financial systems of the future? And what will be their medium of exchange?_Email Charles with Subject Line BADLANDS to get a discount on his newsletter: cam@moneyinfo-llc.comThe content in our videos SHALL NOT be construed as tax, legal, insurance, construction, engineering, health, electrical, financial advice, or other & may be outdated or inaccurate; it is your responsibility to verify all...2023-10-0537 minThe AdviserTech ShowGetting your advisers excited for launch | How to release new tech to your staff and clients | S2 E4Improving your business isn’t easy, it might be a process that requires an adviser who can give you confidence that the decisions you are making are the right ones. This in itself is a bit like the financial advisory and planning process, as you need a human relationship with somebody who can give you reassurance that you are navigating the right route through a winding forest.
Chris Baigent-Reed discusses the ins and outs of the consultation process she offers to financial firms looking to adopt technology and better their business processes using tech. Chris also gives so...2023-06-2319 minThe AdviserTech ShowConnecting in the most positive way | Advice firms controlling their platform experience | S2 E3David Ferguson chats to us about his early experiences of dealing with tech companies, including moneyinfo, and knowledge obtained of 10 years in his time as founder and CEO of Nucleus Financial Group. David believes platforms shouldn’t have a ‘walled garden’ around them, and although it’s not a widely held view, no one system can do everything … for everybody! In this episode David talks about how any avenue platforms could take to benefit their clients should be explored. “People that are doing interesting, helpful things, should be able to connect to each other in the most positive way”.
Moving o...2023-06-0230 minThe AdviserTech Show65 is the loneliest number | How to be a financial adviser that won’t get left behind | S2 E2The task of connecting with the next generation of clients is a necessary challenge for Advisers who don’t want to get left behind. It’s also a job that Rob Tedder, UK Account Manager for Conquest Planning, is familiar with. Rob’s goal is to get every client with a live financial plan that they interact with and understand the output.
“If a business isn’t interacting with a multi-generation of clients then they’re absolutely missing a trick.”
There is still a large amount of Advisers who are reluctant to adopt and embrace digital technol...2023-05-1131 minThe AdviserTech ShowThe gale of creative destruction | What Adviser Technology is lacking | S2 E1Abraham Okusanya discussed how he has seen financial planning business process change over the years, the impact that technology like Timeline has had on the adviser technology market, and the next steps for the industry.
In particular, Abraham states that the main differences he has seen over time is that advisers are caring less about the investing side of business, and more about developing a plan and healthy relationships with their clients.
Abraham Okusanya is the founder and CEO of Timeline, a financial technology company on a mission to help millions of people plan, invest a...2023-04-2635 minThe AdviserTech ShowEp 23: The Consumer Duty All-StarsThe Consumer Duty All-Stars featuring moneyinfo, Money Alive, and Model Office
In this episode of the AdviserTech Unplugged podcast hosted by moneyinfo’s MD Tessa Lee, we were joined by guests Andy Kirby Director at Money Alive, and Chris Davies Founder of Model Office to discuss how their technology can support financial planning and wealth management firms to meet their Consumer Duty obligations.
To learn more from the presenters, register for AdviserTech Live 8: https://www.moneyinfo.com/events/advisertech-live-8
Chris Davies kicks off the episode by talking about Model Office, their RegTech platform tha...2022-11-1027 minThe AdviserTech ShowEp 22: Turning around business quicker feat. Wendy Fisher, ProgenyIn this episode of the AdviserTech Unplugged podcast hosted by moneyinfo’s MD Tessa Lee, we were joined by guest Wendy Fisher, Regional Manager at Progeny to discuss the processes of adopting and implementing new client facing technology in a progressive and expanding planning firm with big aspirations.
When Progeny adopted moneyinfo right at the start of the pandemic, they had to think on their feet. Wendy explains the implementation process, and how she tackled the challenge of getting buy-in from all internal stakeholders in the business; by offering continual training, making the portal part of every to...2022-10-1927 minThe AdviserTech ShowEp 21: The road to B-Corp feat. Anthony Villis, First WealthTune in to this episode of AdviserTech Unplugged where our Head of Marketing, Oliver Jenkins chats to Anthony Villis, Managing Director at First Wealth about their journey to becoming a certified B-Corp. If you’re unaware of what a B-Corp is, and how they are changing the way businesses around the globe are beginning to put purpose before profit, this is a great place to start!
First Wealth is a certified B Corp; a business for good that balances profit with the environment, their clients, their community, how they run the business, and the needs of their te...2022-10-0726 minThe AdviserTech ShowEp 20: The importance of empathy as an adviser feat. Giselle Clayton, Financial PlannerAdviserTech Unplugged welcomed Financial Planner Giselle Clayton, who spoke to us about the development of her career in finance, the diverse experience she has acquired, and the hurdles she overcame as a young woman to get where she is today.
Giselle has seen many changes since working in finance and discusses the challenges she faced. One of the biggest was the attitudes towards women in the finance industry, which didn’t stop her from persevering and making it clear what she wanted in a career.
“You’ve got to communicate you’ve got the client’s best int...2022-08-1931 minThe AdviserTech ShowEp 19: Onboarding clients from the get-go feat. Anna Wren, Administration Manager at MotusThis episode of AdviserTech Unplugged features Anna Wren, Administration Manager at Motus Financial Planning. Anna discusses how Motus have approached integrating moneyinfo into their business, and how she has implemented new ways of working into their everyday processes to bring Motus closer than ever to their clients. Motus provides financial planning services to a wide range of professional clients including lawyers, accountants, bankers, architects, and media professionals. They pride themselves on delivering a personal service and engaging with clients in conversation to understand how to make their money work for them as an individual.
“If a client ha...2022-08-0528 minThe AdviserTech ShowEp 18: Saving 100 business days per year - feat. Dominika Sieradzka-MacCuirc, Founder of RIE SolutionsIn this episode of AdviserTech Unplugged, Dominika Sieradzka-MacCuirc, Founder of RIE Solutions, shares some key improvements wealth managers can take to make the most of their time and resources. “It’s all about the quick wins”, Dominika discusses the small changes you can take to make a big difference to operational efficiencies in your business. RIE Solutions offer practice management support, operational advice, and mentorship to practice / operations managers at SME financial planning firms.
Constantly checking emails, inefficient management of simple tasks which could be automated, and not using the available technology to manage tasks more efficiently. These...2022-06-2433 minThe AdviserTech ShowEp 17: The BIG Opportunity for Innovators feat. Dr Emma Black from Cascade Cash ManagementJoin us for the next installment of the AdviserTech Unplugged podcast to hear Dr Emma Black, CEO at Cascade Cash Management talk about the journey she’s been on to gain insight into the financial wellbeing of consumers, and how Cascade Cash Management is in a unique position to create technology and financial products that deliver the desired outcomes for end users to help them meet objectives, hosted by our MD Tessa Lee.
Emma discusses the idea that there is a gap in the market for clients that are left to ‘shop around’ ranges of financial products and se...2022-06-0939 minThe AdviserTech ShowEp 16: Talking Tech with Tim Walton, Aviva’s Platform and Fintech Integration ManagerJoin us for the next installment of the AdviserTech Unplugged #podcast to hear Tim Walton, Aviva's Platform and Fintech Integration Manager discuss how firms can help to support their clients in an ever changing industry with market leading technology, hosted by our MD Tessa Lee.
“We need to encourage advice firms to engage more with technology to understand the value of the data they have access to”.
Tim discusses the best ways to maximise adoption with new financial services technology, how to overcome barriers which may cause integration issues, and how services from different providers can be int...2022-04-0729 minThe AdviserTech ShowEp 15: Supporting the Trailblazers with Lewis Hamm from O-IMIn this episode of AdviserTech Unplugged, Chief Executive of O-IM, Lewis Hamm chats to our host Sim Sangha about the benefits of working with an investment manager that exists for you. Lewis chats about the importance of detailed security analysis in developing high quality portfolios and creating portfolios with specific objectives like SRI or AIM IHT.
Lewis explains how well researched companies form an integral part of their portfolio construction, and how that creates a wider choice for advisers. Lewis dives into the value proposition of an investment manager and how they can provide value for advisers...2022-03-1525 min
Her Future Bright PodcastThe World Of Fintech with Tessa LeeWith more than twenty years’ experience working in financial advice and fintech, Tess joined moneyinfo in 2010 and took over as Managing Director in 2016. She loves tech and is passionate about delivering well-designed solutions to advice firms big and small. Her belief that our people and our clients must be at the very heart of what we do informs her approach to software delivery and supporting clients in the roll-out and adoption of moneyinfo. Tess has directed several large-scale programmes, delivering client facing and advicetech solutions for wealth managers, DFMs, and financial planners. She has extensive programme and project management ex...2022-03-1535 minThe AdviserTech ShowEp 14: If you build it, they will come...In the next episode of AdviserTech Unplugged, Founder of Octo Members wealth management community, Lee Robertson chats to our host Sim Sangha about his reasons for creating an online community for advisers to share ideas and experiences.
Lee explains why it is so important for advisers to develop relationships with their industry peers, test ideas, challenge each other, and learn collaboratively in a safe collegial space.
Lee chats about his career, the Octo community, lessons learned, and the massive value of mentors and mentees.
2022-02-1032 minThe AdviserTech ShowEp 13: Helping firms move to a 9 day working fortnightIn this episode, Operations Director Susan Lafferty from Lomond Wealth chats to our host Lou Wallis about what appealed to them most about moneyinfo when they decided to partner with us.
Susan discusses how Lomond Wealth clients have very successfully made the transition from email to in-app communications.
Susan explains that having a digital service channel that allows them to stay in contact with clients remotely has given Lomond Wealth the confidence as a business to move to a 9-day working fortnight without having to worry about how they can continue to offer an exceptional...2022-01-2829 minThe AdviserTech ShowEp 12: GIRL POWER! Meet the ladies that make moneyinfo greatGIRL POWER! Discover what makes the female members of the moneyinfo crew tick. Hear more about what it's like to work in a fast-growing fintech firm, and learn about what motivates us to work hard to deliver an exceptional client experience, alongside our industry leading client portal technology.
Discover how different career paths have led members of our team to join moneyinfo from a range of backgrounds, what their average day can look like, and what they love most about being part of the moneyinfo crew!
2022-01-1427 minThe AdviserTech ShowEp11: Becoming a tech company in the finance worldIn the next episode of AdviserTech Unplugged, moneyinfo's Head of Marketing, Oliver Jenkins speaks with Peter Calvert, CTO of the Verve Group.
Peter and Oliver discuss how Verve Group has grown from an outsourced paraplanning service to a fully-fledged tech company. They chat about how Peter is helping with the transition for Verve from a financial services firm offering tech solutions, to a tech company offering financial services solutions.
Peter talks about his experiences of working in the retail and B2C space, and how he's rapidly scaling a technology team around him to help deliver more efficient data-driven technology ser...2021-12-1526 minThe AdviserTech ShowEp10: The future of advice technologiesIn the next episode of AdviserTech Unplugged, moneyinfo's Tess Lee speaks with Dan Marsh, Head of Customer at Seccl.
Dan and Tess discuss how past technology systems have been built on the assumption that the world is not going to change but moving forward, technology providers will sort themselves into 2 groups; those who are adapting, and those who have pivoted into a future where the adviser in control.
We expect efficiencies in technology in everyday life, so why can’t we demand more from inside the financial services industry?2021-12-0328 minThe AdviserTech ShowEp 9: Engage, Educate, Empower - the secret to adviser content marketingIn the next episode of AdviserTech Unplugged, moneyinfo's Martha Bowen speaks with Rebecca McMurry, Manager of Enterprise at AdvisorStream.
Martha and Rebecca discuss the secrets to effective content marketing by keeping your digital presence front of mind and keeping content regularly flowing in order to build trust and credibility with clients and prospects.
2021-11-1919 minThe AdviserTech ShowEp8: What it means to be ”data driven”In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks with Carla Langley from Progeny Group.
Carla discusses what it means to be "data driven". Instead of making assumptions about your business and clients, it's important to start to place business decisions, strategy, and output on real, tangible data.
2021-11-0534 minThe AdviserTech ShowEp7: How NextGen Planners are supporting a movement of new-age firmsIn the next episode of AdviserTech Unplugged, moneyinfo's Sim Sangha speaks with Rohan Sivajoti, Founder of NextGen Planners.
Rohan and Sim chat about how NextGen is supporting a movement of new-age firms to put the client at the centre of the advice process.
2021-10-2314 minThe AdviserTech ShowEp6: The future of IFAs and DFMsIn the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks Robert Clark from RC Brown Investment Management.
In this episode, Robert discusses the future of IFAs and DFMs and how technology can help firms to streamline workflow processes, and drive efficiencies through their business.
2021-10-0832 minThe AdviserTech ShowBonus Ep: Technology through the eyes of a Gen ZIn this bonus episode of AdviserTech Unplugged, moneyinfo’s Martha Bowen speaks to Sophie Cons, a second year University of Nottingham student.
Sophie discusses the importance technology holds in her everyday life, from university to communicating with friends, and how the use of technology differs across generations. Sophie chats to us about financial management amongst students, her thoughts on a world without technology, and what the future might hold!
2021-09-3020 minThe AdviserTech ShowEp5: How technology is reshaping financial services in a post-pandemic world with Ian HorneIn the next episode of AdviserTech Unplugged, moneyinfo's Tess Lee speaks to Ian Horne, Head of Audience Development at CityWire.
Ian discusses the influence technology holds within financial services and how this has been amplified since the beginning of the pandemic. Ian discusses the importance of adopting a hybrid approach to advice to meet the needs of their client demographic and optimise their process efficiencies.
2021-09-1529 minThe AdviserTech ShowEp4: The do‘s and don‘ts of changing CRM providers with Chris Baigent-ReedIn the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks to Chris Baigent-Reed, Founder and Director of Jigsaw Tree.
Chris discusses the do's and don'ts of changing CRM providers and the important factors to consider when doing so.
2021-09-1037 minThe AdviserTech ShowEp3: Content marketing for financial advisers with Abbie KnightIn the next episode of AdviserTech Unplugged, moneyinfo's Tess Lee speaks to Abbie Knight.
Abbie discusses the importance of a content marketing strategy to help financial advisers to stand out in the crowd and creating a brand personality in order to build relationships and trust with clients.
2021-08-1631 minThe AdviserTech ShowEp2: The importance of branding within the financial sector with Anna PlotnekIn the next episode of AdviserTech Unplugged, moneyinfo's Martha Bowen speaks to Anna Plotnek from PLOTT Creative.
Anna chats about the importance of branding within the financial sector, why it's important for financial advisers and wealth managers to get their branding right, and how it can help you stand out in the crowd.
2021-07-1530 minThe AdviserTech ShowEp1: A year in the life of a moneyinfo client - Ovation FinanceIn the first episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks to Cheryl Frazer from Ovation Finance Ltd.
Cheryl chats about their first year of using moneyinfo, discussing their implementation journey in-house and with clients, how their processes and communication have been streamlined by fully utlising their branded portal and app.
2021-06-2932 min
NextGen PlannersTessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care Tessa's background in Financial Services How Moneyinfo was created and what problem is solves How Moneyinfo see the way the market is evolving How to use aggregation tools as part of the financial planning process What is next for money info 2020-04-2846 min
Loose ChangeGetting the most out of client portals with Tessa LeeThis week Mark and Tessa Lee, MD of MoneyInfo, dive into the topic of client portals. They discuss top tips for advisers introducing a client portal, the value of competition in technology and Tessa's biggest inspirations - in business and in rap.2020-02-1329 min
The MoneySaver PodcastSustainable Investing - Aligning Your Investing Style and ValuesIn this episode of The MoneySaver Podcast, Ellen Roseman chats with Tim Nash from www.sustainableeconomist.com about sustainable investing for those investors who want to align their investing style with their values. And NEW!!! Ellen and I chat about our first exposure to investing! We want you to join in the discussion. Drop us a note with your story of your first exposure to investing and what works for you! We may read them on a future podcast episode! Please send your story to Ellen at www.ellenroseman.com or on twitte...2019-04-1045 min
PFS Festival RadioTessa Lee, MoneyinfoMC Tess Lee from Moneyinfo joins Martin on day two of Festival Radio to share her fintech rap.2017-11-0801 min