The Problem With... - MyBeginnings

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http://www.ottofinance.io/
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https://myregdata.co.uk/
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The Problem With... Permissions

Épisode 14

lundi 14 avril 2025 • Durée 07:41

In this short and sweet episode, we shine a light on a common pitfall in financial advice — misunderstanding or overlooking FCA roles and permissions. We explore how advisers can get it wrong, what that means in practice, and most importantly, how to check you're operating within the lines. Whether you're an adviser or working with one, this is a must-listen for keeping things compliant and above board.

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The Problem With... Annual Audits

Épisode 13

lundi 7 avril 2025 • Durée 12:29

In this episode, we’re diving into the often-dreaded but incredibly important annual audit for financial advice firms. We break down what the audit process actually involves, why it’s nothing to fear, and how—believe it or not—it can help you grow and manage your business more effectively.

From smart preparation tips to mindset shifts, we’re here to take the stress out of audit season and show you how to turn it into a valuable opportunity rather than a compliance chore.

Whether it’s your first audit or your fifteenth, this episode is packed with practical advice and a healthy dose of reassurance. Tune in and take control of your audit journey!

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The Problem with Going Directly Authorised

Épisode 12

lundi 31 mars 2025 • Durée 33:33

Becoming directly authorised by the FCA is a big step—but is it the right one?
In this episode, we sit down with Nick Davies, who has recently gone through the authorisation process himself. He shares:
✅ How to prepare for FCA approval
✅ Whether working with a compliance company made the process easier
✅ The challenges, surprises, and whether he thinks it was all worth it!
If you’re considering going directly authorised or just curious about what it really takes, this episode is packed with insights you won’t want to miss.

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The Problem with Financial Education

Épisode 11

vendredi 28 mars 2025 • Durée 30:07

How well are schools preparing the next generation for the real world of money? In this episode, I sit down with my teenage sons to find out what they’re actually taught in school about finance, how they discuss money with their friends, and the lessons they’re picking up from social media (for better or worse!).

It’s an eye-opening conversation that highlights the gaps in financial education—and why it’s so important for parents and guardians to step in. If we want young people to grow up financially confident, the conversation needs to start at home.

Tune in for some surprising insights, a few laughs, and practical advice on how to talk to kids about money.

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The Problem with Marking Your Own Homework

Épisode 10

lundi 3 mars 2025 • Durée 17:03

In this episode, Alex and Annabel dive into a critical issue in financial services—advisers and compliance companies effectively "marking their own homework." When advisers review their own suitability letters or compliance firms assess templates they’ve provided, is the process truly objective? Or does it create a false sense of security?

We explore the risks, potential conflicts of interest, and whether this approach genuinely protects clients or simply ticks a regulatory box. Is there a better way to ensure robust compliance and high-quality advice?

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The Problem with the Advice Gap - Is AI the Answer?

Épisode 9

lundi 24 février 2025 • Durée 33:05

Are you wondering how AI can enhance your financial advice business while keeping your client data secure? Or perhaps you're unsure how to offer a service that meets the needs of all potential clients?

In this episode, we sit down with Madeleine from Otto Finance, who is at the forefront of AI for financial advisers. She shares her expert insights on how AI can streamline your processes, improve client outcomes, and—most importantly—how to ensure your data remains yours.

Madeleine’s passion and top tips will give you the confidence to explore AI without compromising control.

Got questions? Reach out to me and Annabel at www.mybeginnings.co.uk, or connect with Madeleine at www.ottofinance.io.

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The problem with T&C

Épisode 8

lundi 10 février 2025 • Durée 21:01

We all know T&C (Training & Competence) is a crucial part of financial services, but let’s be honest—does it really add value, or is it just another box-ticking exercise? In this episode, we explore how T&C can become an integrated, engaging, and even enjoyable part of your business.
One key element of T&C is ongoing development, often achieved through the standard 35 hours of CPD via webinars, conferences, and online courses. But what if we looked beyond financial services and found more imaginative ways to develop ourselves?
This year, I set myself a challenge: to make CPD more meaningful by incorporating my personal passions. As a paddleboarding instructor, I recently progressed my hobby into a coaching qualification. The experience taught me valuable coaching skills that have enhanced both my personal growth and the service I offer to clients.

In this episode, we discuss:
✅ Why T&C often feels like a compliance exercise rather than a development tool
✅ How thinking beyond finance can transform the way we approach CPD
✅ The power of learning new skills in unexpected places
✅ Practical steps to make T&C work for you and your team

If you’re looking for fresh ideas on making T&C more valuable, engaging, and impactful, this episode is for you.

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The Problem with Factfinding

Épisode 7

lundi 3 février 2025 • Durée 16:28

The Problem with Factfinding – Factfinding is the foundation of financial advice, but is it always done right? In this episode, we uncover the common pitfalls in factfinding, from box-ticking exercises to missing crucial client details. Are advisers truly getting to the heart of their clients' needs, or is the process just another compliance burden? Join us as we explore how to make factfinding more meaningful, effective, and client-focused.

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The Problem with Suitability Letters

Épisode 6

lundi 27 janvier 2025 • Durée 19:36

In this episode, we explore the well known challenges of suitability letters. From regulatory pitfalls to common communication gaps, we break down the issues and share our top hints and tips to make your letters more interesting and compliant. Plus, we’re setting a challenge to help you make your suitability reports something that the clients will enjoy reading. Listen to learn how to make suitability letters work for you and your clients.

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The Problem with CRMs

Épisode 5

lundi 20 janvier 2025 • Durée 26:58

Are you frustrated by the gap between the promise of CRMs and the reality of getting your team to actually use them? You’re not alone. The Problem with CRMs dives deep into the most overlooked challenge in CRM success: user adoption.

Join us as we explore why so many businesses struggle to integrate CRMs into their workflows and how you can overcome these barriers. From expert interviews to actionable insights, we’ll uncover what it really takes to transform your CRM from a clunky tool into a business changing asset. Whether you’re a CRM skeptic or a seasoned pro, this podcast is your guide to solving the user adoption problem.

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The Problem With... – Détails, épisodes et analyse

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The Problem With... – Détails, épisodes et analyse

Détails du podcast

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Apple Podcasts

Spotify

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