Recent Episodes
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Money and Millenials with Iona Bain
May 30, 2025 – 45:02 -
TikTok’s Surprising Wealth Demographic with Ian Dempsey
May 16, 2025 – 41:56 -
Business Benefits of Inclusion with Charlotte Phillips-Lynn
Apr 28, 2025 – 32:32 -
State of the Adviser Nation with Steve Nelson
Apr 4, 2025 – 48:43 -
The 'Secret' about Manifesting with Jon Dunckley
Mar 21, 2025 – 39:43 -
Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager
Mar 7, 2025 – 58:30 -
Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston
Feb 21, 2025 – 37:48 -
95% of advisers are making this pricing mistake with Karl Dines
Feb 7, 2025 – 46:05 -
Why Taylor Outsources Paraplanning with Hannah Wynick
Jan 24, 2025 – 37:32 -
Burnout Busters with The Hosts
Jan 10, 2025 – 35:42 -
Christmas Special
Dec 20, 2024 – 39:18 -
Strategy and Substance with Nicola Crosbie
Dec 6, 2024 – 48:55 -
Not so soft skills with George Kinder
Nov 22, 2024 – 35:05 -
Life By Design with Christian Mather
Nov 15, 2024 – 45:43 -
Coaching Conversations with Jo Wall
Oct 25, 2024 – 43:34 -
What not to wear with The Hosts
Oct 11, 2024 – 31:48 -
ESG- Before It Was Cool with Julian Parrott
Sep 27, 2024 – 49:06 -
Building an evidence-based business with Jonathon Jay
Sep 13, 2024 – 34:34 -
Growing a Life Planning Business with Nila Mistry
Aug 30, 2024 – 33:42 -
Building better client experience with Dan Graham
Aug 16, 2024 – 42:13 -
Scaling Quickly with Sean McDermott and Vicki Langdon
Aug 2, 2024 – 41:35 -
Do Awards Matter? with Sarah Elson
Jul 19, 2024 – 32:16 -
Meet the Hosts with Taylor Beavis
Jul 5, 2024 – 25:33 -
Meet the Hosts with Clara Metcalfe
Jul 5, 2024 – 21:35 -
Using Tech Smartly in Financial Planning with Adam Owen
Jun 26, 2024 – 33:47 -
DFM Dynamics with Peter Clark
Jun 21, 2024 – 41:34 -
Leveraging AI for Business Success: Insights from AI expert Verena Weber
Jun 19, 2024 – 37:32 -
Future-Proofing Financial Planning with Fintech Expert Jason Pereira
Jun 12, 2024 – 40:05 -
Embracing ESG in Investing with Clémence Chatelin
Jun 7, 2024 – 42:04 -
Predicting the future of technology in financial planning with Roger Portnoy
Jun 5, 2024 – 44:41 -
Out-of-this-world Virtual Client Interactions with Panos Leledakis
May 29, 2024 – 36:02 -
Paraplanning: Past, Present and Future with Rebecca Tuck
May 24, 2024 – 42:12 -
Transforming the Future of Financial Planning with Chris Davies
May 22, 2024 – 31:57 -
Balancing Science and Art in Financial Planning with Gary Winslow
May 15, 2024 – 32:13 -
Data Driven Decisions with Jen Lothian
May 10, 2024 – 43:15 -
From AI to Client Portals with Danni Le Grande
May 8, 2024 – 32:49 -
Tech-Driven Efficiency with George Cooper
May 3, 2024 – 46:37 -
Putting advice in the palm of the client with John Mason
May 1, 2024 – 34:54 -
People, Purpose and Progress with Harriet Davis
Apr 26, 2024 – 41:05 -
Investing Smarter with AI with Chris Shuba
Apr 24, 2024 – 33:11 -
Solving Life Admin with Fraser Stewart and Gary Stewart
Apr 19, 2024 – 53:19 -
The Human Core of Financial Tech with Neil Parker
Apr 17, 2024 – 33:55 -
How finance pros can utilise TikTok with Tom Parkinson
Apr 12, 2024 – 49:14 -
How AI could help financial planners access different markets with Alan Gurung
Apr 10, 2024 – 28:01 -
The Power of Productivity with Matt Jeffery
Apr 5, 2024 – 36:31 -
Tech-Human Synergy with Derek Gardiner
Apr 3, 2024 – 37:48 -
Digital Progress on the Provider Side with Anthony Rafferty
Mar 27, 2024 – 32:48 -
Guiding through Grief with Lou Gladwell and Colin Low
Mar 22, 2024 – 46:26 -
Harnessing Technology for Better Financial Planning with Vincent Heys
Mar 20, 2024 – 37:05 -
Examining the early practical uses of microsoft copilot and how paraplaning could evolve with Katie Cirjack
Mar 13, 2024 – 26:29
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