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Leadership to M&A Advisory- Episode 32 – Andy Cumming, Partner – Catalyst Partners LLP
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A short history of the advice market – Episode 31 – John Cowan, Chair of the Sesame Bankhall Group
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Using AI in Financial Planning- Episode 30 – Andrew Storey, Group Innovation Director at EV Financial Services
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Learning Beyond Your Comfort Zone – Episode 29 – Thomas Dudley, Founder of The Compliance Platform
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Adopting Automation & AI – Episode 28 – Chris Davies, Founder of Model Office
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Maintaining Ambition in Wealth Management – Episode 27 – Jackie Boylan, Global Head of Investor Servicing at Fidelity International
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Customer Focused Leadership – Episode 26 – Gillian Hepburn, Commercial Director at Benchmark Capital
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Championing 10,000 Black Interns – Episode 25 – Stuart Breyer, Chief Executive Officer at mallowstreet
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Empowering Your Team – Episode 22 – Stephen Gazard, Chief Distribution Officer at Quilter
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Developing Business-Critical Skills – Episode 20 – Daniel Baade, CEO of Dyer Baade & Company
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Developing a Growth Culture – Episode 19 – Justine Randall, Chief Commercial Officer at Tatton Investment Management Limited
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Episode 18 – Robert Gardner, Co-Founder of Redington and Co-CEO and Co-Founder of Rebalance Earth
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Embrace Curiosity – Episode 17 – Heather Hopkins, Managing Director at NextWealth
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Promoting Financial Wellbeing – Episode 16 – Ruth Sturkey, Chair at the Institute for Financial Wellbeing
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Technology in the Wealth Management Sector – Episode 15 – David Ferguson, CEO at Seccl
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Lessons from an Entrepreneur – Episode 14 – James Dingwall, Founder – Thistle Initiatives Group
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Building Relationships in Wealth Management – Episode 13 – Svenja Keller, Founder & Director at Svenja Keller Ltd
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Building a Driven Team- Episode 12 – Pete Ridlington, the Founder and CEO of Ningi
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Improving Diversity in Wealth Management – Episode 11 – Kathryn Kendall, Chief People Officer at Saltus
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Building a Referral Culture – Episode 10 – P K Patel, Head of Wealth Management at Handelsbanken Wealth & Asset Management
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Becoming an Employer of Choice – Episode 9 – Ian White, Chief Executive Officer of Beckett Investment Management Group
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Risk & Reward in Wealth Management – Episode 8 – Soondra Appavoo, the CEO of Craven Street Group
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Building Your Tribe – Episode 7 – Alan Smith, the CEO and Founder of Capital Asset Management
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Moving Sideways to Progress – Episode 6 – Eddy Reynolds, Chief Executive Officer at Close Brothers Asset Management
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The Elegant Exit – Episode 5 – Colin Lawson, Founder and Partner at Equilibrium Financial Planning
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Non-Executive Leadership – Episode 4 – Ed Dymott, Managing Director Wealth of Benchmark Capital
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Effective Management Skills – Episode 3 – Emma Watson, Head Of Financial Planning & Advisory Services at Rathbones
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Episode 2 – The Importance of Strong Client Relationships with Eren Osman, Managing Director of Wealth Management at Arbuthnot Latham & Co
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Episode 1 – Knowledge is Power with Sarah Lord, the former President and current Adviser to The Personal Finance Society Board
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