BWD: In The Know – Details, episodes & analysis

Join me for an illuminating conversation with the brilliant Brendan Frazier, Chief Behavioural Officer at RFG and host of the Human Side of Money podcast.

This episode is packed with valuable insights for financial planners, and anyone interested in the human side of financial advice!

You don’t want to miss this!

Key topics discussed:

🌟 The Human Element in Finance: Brendan shares his passion for integrating psychology and human behaviour into financial planning.

🚀 Helping Clients Take Action: Practical strategies to bridge the gap between knowing what to do and actually doing it, helping clients follow through on their financial plans.

💡 Building Trust: Effective strategies for financial advisers to establish and maintain trust with clients.

📈 Client Reviews Redefined: Why and how financial advisers should rethink their client review process to add more value.

✨ Magic Wand: Discover what Brendan would wish for if he could change one thing.

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In another Ask The Actuary special, Kieran Mistry shares his actuarial journey with us, from Deloitte to Hymans and finally, the award-winning Bulk Purchase Annuity (BPA) insurer, Standard Life in January 2022 – the last 2.5 years have been very busy in the BPA market!

Keiran describes the difference between being an actuary advising the trustee side of a BPA deal to being an actuary acting for the insurer, before offering some sage advice to nearly/newly-qualified actuaries, including:

“…Look for opportunities to grow and learn. If you're learning, I have a view that things will work out if you've got an actuarial badge and you keep looking to grow and learn…”

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Join us as Guy Skinner, Director at Citygate Financial Planning, shares his insights on starting solo, building a team, and working with the "Henrys". Topics covered include:

• Team Growth & Strategy: From one to a powerhouse
• Charging Structure: Guy’s approach to client fees
• Client Relationships: Mastering transitions and trust
• Personal Drive: How personal history shapes professional passion

🙏 A special thanks to Guy for his openness and sharing his expertise.

#FinancialPlanning #Leadership #CareerGrowth #Podcast

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Let Tess take you on her actuarial journey from failing her probation as an actuarial trainee at WTW to becoming UK Wealth Strategy Leader (a job title she made up herself!) and Partner at Mercer – via investment consultancy, Head of Retirement Practice (or as Tess puts it “the proper actuaries”) in Manchester, DC Leader for the North, and UK People Leader responsible for people strategy and colleague development (a role she held during the pandemic!)

And hear her advice to nearly/newly qualified actuaries, including “Just say ‘Yes’ to opportunities!” and “Don’t worry…it’ll all work out…it’s just work at the end of the day!” and all about her famous Twitter #WorldCup of…Cocktails, Christmas Songs, Bakery, etc., which, of course, has a fully audit-trailed spreadsheet for each competition!

A huge thank you to Tess for her time and for sharing her actuarial journey.

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🚀 Latest BWD In The Know Episode: Business Exit Strategies Uncovered 🎧

In this episode, we explore the intricate world of exiting a business, focusing on innovative strategies that go beyond the traditional. Join us as we delve into:

🤝 Employee Ownership Explained: Chris shines a light on Employee Ownership, where founders sell to a Trust, reaping benefits like zero capital gains tax, and why it's on the rise.

❤️ The Value Beyond Tax Breaks: Discover the heartfelt reasons behind choosing Employee Ownership, from safeguarding legacy and culture to staying involved on your own terms.

🔍 Future Implications: With potential shifts in governance on the horizon, we dissect how changes in capital gains tax could reshape exit strategy landscapes.

This discussion is a must-listen for business owners pondering their next steps...

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We are delighted to bring you another "In The Know" episode featuring Alan Smith ➡️ CEO of Capital Asset Management 🌟. Join us as we explore:

🌱 Core Values: Alan discusses how core values such as family, travel, adventure, learning, and giving back, not only guide his personal life but also his professional practice. 

🚀 Podcast Gems: "Bulletproof Entrepreneur" highlights key entrepreneur traits: resilience, vision, and innovation.

🔍 Pricing Models: Hear Alan's move to value-based subscription models, moving beyond traditional AUM fees. Alan discusses the shift to pricing that reflects true value delivered to clients. Explore the transformation:

• Fee Model Masterclass
• Value-Based Advisory Blueprint

🤖 AI's Role in Financial Planning: Artificial Intelligence in financial planning, from streamlining data processing to elevating client service. Alan stresses a cautious yet strategic embrace of AI, highlighting the importance of data security and compliance. Learn more:

• Implement AI in Financial Planning

🎧 An essential episode for Financial Planners and anyone interested in entrepreneurship, technology, and personal growth.

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Dive into an insightful episode of "In The Know," featuring Phil Bray, Founder and Director of the Yardstick Agency, a firm that stands at the forefront of marketing for Financial Planners.

📊 Understanding the Essence of Marketing

• Unpacking the fundamental concept of marketing…creating opportunities and turning them into cash!

🛑 Busting Myths: Tackling Misconceptions and Limiting Beliefs in Marketing

• Discussing the common myths and misconceptions that prevent Financial Planners from fully embracing effective marketing strategies.

📈 Essential Strategies for Financial Planners

• Gaining insights into the top three actions Financial Planners should undertake to bolster their digital footprint, and effectively leverage referrals and recommendations.

🌐 The Significance of Digital Presence and Social Proof

• Discovering the critical importance of establishing a robust digital presence and the role of social proof in attracting and retaining clients.

This episode is a must-listen for Financial Planners eager to grasp the intricacies of marketing.

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Discussing the recent Schroders UK Financial Adviser Survey with the brilliant Gillian Hepburn. 

5 key topics of conversation explored:

• 🤖 Evolving Role of AI in Financial Advice: "70% of advisors see AI as an opportunity to enhance efficiency and client service”.
• 💡 Gillian's ‘A-ha’ Moment on Fees: Despite a perceived pressure on fees, "the number of advisers charging between 0.5% and 0.75% had actually increased".
• 📜 Navigating Regulatory Challenges: "49% of advisers citing regulation as a main concern”.
• 🔄 Wealth Transfer and Engagement Strategies: Despite "63% of advisers being concerned about wealth transfer many lack a proactive strategy to engage with the next generation”.
• 👥 Adviser Gender Preferences: Revealing that "76% of women indicate that the gender of their financial adviser is not a priority; what matters most is trust and understanding”.

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Hosted on Acast. See acast.com/privacy for more information.

In our 6th instalment, we're diving deep into the world of financial advice with Ben Wright, MD at Changed Squared, a seasoned expert whose 20+ years’ experience provides us with some honest insights into the current and future world of financial services.

https://www.linkedin.com/in/benwright/

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