We’ve had many interesting conversations over the past 12 months, but as we move into the new year, we’re highlighting the five most impactful podcasts from our ‘In Conversation With…’ series in 2024.
In Conversation With… Dr. Louis Williams: Consumer Duty and Vulnerable Clients
Kimberley Dondo chat to Dr Louis Williams, head of psychology & behavioural insights at Dynamic Planner, about the impact of Consumer Duty regulation on financial advisers, identifying challenges in supporting vulnerable clients.
He shares strategies for building trust, insights into the Financial Wellbeing profiler tool and top recommendations for advisers.
In Conversation With… Ben Peele, UK Managing Director, Portfoliometrix
Lois Valley talks to Ben Peele, UK managing director for Portfoliometrix, about why more advisers are switching from building advisory models to using a discretionary service.
Peele also discusses the pros and cons of an off-the-shelf vs customised centralised investment proposition, and whether clients switching to cash should be encouraged to keep their money in investments and funds.
In Conversation With… Amyr Rocha Lima, managing director, Strategic Wealth Partners
Lois Vallely sits down with Amyr Rocha Lima, chartered financial planner and co-founder of Strategic Wealth Partners, which launched in September last year.
They discuss the challenges of launching a brand-new advice firm, how AI can help advisers become more efficient and the topic on everyone’s mind at the moment: the Consumer Duty.
In Conversation With… Macey Greenall, Financial Adviser at Key Financial Wealth Management
Kimberley Dondo chats with Macey Greenall, financial adviser at Key Financial Wealth Management, about financial planning for athletes and financial advice more broadly.
They discuss the challenges athletes face, tailoring advice for high-earning individuals and providing practical solutions for diverse clients. Macey also talks about the rewarding aspects of being a financial adviser and being an appointed representative of St James’s Place.
In Conversation With… James Tucker, founder and chief executive, Twenty7tec
James Tucker, founder and CEO of Twenty7Tec, talks to host Lois Vallely about his journey in the mortgage and wealth tech space.
They explore the approaches to scaling tech businesses and evolving customer expectations – especially among younger generations, who demand seamless, technology-driven experiences.
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