Best IFA Magazine Podcasts (2024)

1
I&P Podcast #7: How can advisers help clients navigate end of life planning? With Everest’s Mark Wood 16:23

7h ago16:23

16:23

In this week’s edition of the podcast, Sue and Brandon are turning their attention to end of life planning. Specifically, about how advisers can help clients to prepare for that eventuality. Their expert guest is Mark Wood, Chairman at Funeral Concierge Service, Everest.By IFA Magazine

1
Exploring Franchising & Eatertainment with Franchise Times Editor-In-Chief, Laura Michaels 42:57

14m ago42:57

42:57

In this episode, Zack dives into all things “eatertainment” with one of franchising’s foremost investigate journalists, Laura Michaels, Editor-In-Chief of Franchise Times. We discuss the industry’s viability, which modulars will emerge, the international influences of the category, the types of franchisees these brands should target and the pitfall…

1
Back To School: Inside The Immigrant-To-CEO Story of Hao Lam, CEO & Co-Founder of Best In Class 46:30

6d ago46:30

46:30

In this episode, Zack chats with the CEO & Founder of Best In Class, Hao Lam, to learn the inside scoop on his founding story, how they use AI in their business to educate children, their ideal franchisee profile and how they measure up to their competitors.By Modrn Business Podcast

1
Podcast #88: Consumer Duty one year on - has it really been a game changer for advice firms? With Matt Wood, MD at AMFA 16:08

6d ago16:08

16:08

As we look back on the first year of the FCA’s new Consumer Duty, we wanted to find out what it has actually meant for IFA and wealth management businesses in practice. Questions like what does Consumer Duty look like for advisers now? What’s actually changed on the front line within advice businesses? Were advice firms really ‘already doing it’ as…

1
2024 Trends In Consumer & Franchise Marketing With Diane Phibbs, EVP & CCO of Franchise Update Media 48:02

12d ago48:02

48:02

In this episode, Zack catches up Franchise Update Media’s EVP & Chief Content Officer, Diane Phibbs. We dive deep into all things franchise marketing and franchise development; covering trends that have evolved the space for better (and for worse). Additionally, we get into how to take the data the Annual Franchise Marketing Report & Annual Franchi…

1
Podcast #87: Consumer Duty one year on - Is it doing what it says on the tin? with Dynamic Planner’s Chris Jones 20:28

16d ago20:28

20:28

In this week’s IFA Talk podcast Sue and Jenny are marking the first anniversary of the Consumer Duty by exploring what the new reality has actually been like for financial advisers over this past year. So, is it doing what it says on the tin?By IFA Magazine

1
Latest & Greatest: July's F&B State of the Union With Cherryh Cansler Of Fast Casual Magazine 46:09

20d ago46:09

46:09

In this MB episode, Zack dives into a vast array of topics with the Queen of Fast Casual (also the Editor of Fast Casual Magazine), Cherryh Cansler. We discuss technology within F&B, trends with sweets/treats, the rise (and fall) of different food trends and all about the events Fast Casual puts on each year.…

1
M&P Podcast #9: The role of building societies in the specialist lending market 17:34

23d ago17:34

17:34

On today’s episode of IFA Talk, we bring you a mortgage and property special with a focus on the role of building societies in the specialist lender market and the mortgage market in general. To help us through this discussion, our guest this week is Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley and Rugby Building Society.…

1
Children's Music Education's Place In Franchising's Burgeoning PE Market With Bach To Rock 38:37

22d ago38:37

38:37

In this episode, Zack discusses the role Bach To Rock, America's 2nd largest music education brand for children, plays in the massive influx of capital going into children's services today. We get into Bach To Rock's typical franchisee, why the market is so hot currently, the role children's enrichment plays in today's society and their plans for p…

1
Podcast #86: Succession shares their strength and passion for the present and future of the M&A market 12:18

27d ago12:18

12:18

This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions (M&A). More and more businesses are choosing to explore a potential merger or sale of their companies, whether it be due to upcoming retirements or increasing regulatory costs, as a way of ensuring their and their …

1
Art Of The Deal: Inside The World Of Private Equity With Alicia Miller 51:42

28d ago51:42

51:42

In this episode, Zack dives into the world of private equity with one of franchising’s biggest experts, Alicia Miller of Emergent Growth Advisors. We discuss her most recent book, Private Equity In Franchising, along with many of the concepts within that she explores. If you’re looking to learn about the inner-workings of how this side of franchisi…

1
Paul Rocchio & Tom Portesy Discuss IFA Supplier Board and More 49:55

29d ago49:55

49:55

In this Modrn Business episode Ryan speaks with the Chair of the Supplier Advisory Forum, Thomas Portesy and the VP of development, Paul Rocchio on all things IFA.By Modrn Business Podcast

1
Podcast #85: Axyon AI explores the transformative impact of AI on the asset management industry 21:08

1M ago21:08

21:08

This week’s podcast will be focusing on a hot topic of the moment, AI and how this impacts the investment industry. We are living in a world of rapid technological innovation, where AI is on an exponential upward curve. The asset management industry stands on the edge of a transformation and has potentially a lot to benefit from these advancements.…

1
Do The Robot: How This Children's Engineering Brand Is Creating America's Next Rocket Scientists 39:18

1M ago39:18

39:18

Children’s education is an inflection point. America’s children are falling behind in reading, math and science like never before! In this episode, Zack chats with CEO & Founder of Brooklyn Robot Foundry, Jenny Young, about the role they’re playing in trying to combat this issue. By teaching kids to fail gracefully, work with their hands and think …

1
Ryan Parsons, CEO of Evive Brands 51:55

1M ago51:55

51:55

In this Modrn Business episode, Ryan chats with the CEO of Evive Brands, Ryan Parsons. Evive is a Riverside Platform company consisting of: Assisted Living Locators, Executive Home Care, Graysons, and The Brothers That Just Do Gutters.Formerly, Ryan Co FoundedThe Brothers That Just Do Gutters and grew it to over 100 locations before being acquired …

1
I&P Podcast #6: Getting it right first time – the importance of policy ownership with Gregor Sked, Royal London 15:53

1M ago15:53

15:53

Insurance and protection as part of financial planning can often be overlooked or treated as an afterthought when in reality it should form part of the cornerstone of financial planning for many clients. So, on this week’s podcast Jenny and Brandon focus on insurance and protection, and in particular policy ownership, with their guest Gregor Sked, …

1
Podcast #84: What does the FCA’s Retirement income review mean for advisers? With BNY Investments’ Richard Parkin 20:56

2M ago20:56

20:56

Has your client retirement proposition evolved following the publication of the FCA's thematic review of retirement income advice? In March, the FCA wrote to the Chief Executives of financial advice firms asking them to review their processes when providing retirement income advice. This thematic review has pretty massive implications for the advic…

1
Podcast #83: Purely Paraplanning - The lang Cat’s Steve Nelson on the findings from the recent State of the Advice Nation report 22:34

2M ago22:34

22:34

Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is for you. This week, Sue and Brandon speak to The Lang Cat’s Steve Nelson about their sixth annual State of the Advice Nation report – all about Paraplanning. It’s refreshing to hear such an influential and successful organi…

1
Lots To Bark About: How K9 Resorts Plans To Become The Ritz Carlton Of Pet Hotels 36:49

2M ago36:49

36:49

In this episode of Modrn Business, Zack chats with Co-Founder of K9 Resorts, Jason Parker, on all things pet services. We get into their differentiators vs others in the pet hospitality space, their recent $10M investment for a current franchisee, why the pet services industry has PE so interested and why pet services is one of franchising’s best b…

1
I&P Podcast #5: Why protection is the key to your clients’ financial resilience, with Lloyds Banking Group’s Rose St. Louis 17:09

2M ago17:09

17:09

On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly charismatic and influential voice that is Rose St Louis, Protection Director at Lloyds Banking Group. Their conversation with Rose, formerly a financial adviser herself, is perfect for today’s Consumer Duty landscape. Not onl…

1
Podcast #82: What have been the main impacts of Consumer Duty on advisers so far? With Benchmark’s Gillian Hepburn 22:37

2M ago22:37

22:37

Sue and Brandon’s guest on this week’s IFA Talk is Gillian Hepburn, Commercial Director of Benchmark, a leading provider of financial planning solutions and a part of the Schroders Group. In this episode, their conversation drills down into why Consumer Duty is about evolution not revolution and also some of the finer points about how the industry …

1
Sliding Towards Relevance: Behind The Rise Of Slick City With CEO & Founder Bron Launsby 34:33

2M ago34:33

34:33

In this episode, Zack “slides” into the family entertainment center space with Bron Launsby of Slick City. Why is PE so interested in this space? What made this former franchisee become a franchisor? Why slides? We answer this and more in this interview!By Modrn Business Podcast

1
Podcast #81: Should CGT replace IHT? Talking tax fallout after the Spring Budget with Ex-HMRC tax inspector, Gravita’s Tom Adcock 26:21

3M ago26:21

26:21

Sue and Brandon’s guest on the podcast today is Tom Adcock, Tax Partner at Gravita – and a former HMRC tax inspector.By IFA Magazine

1
Supplier Wire 038: How to Create Sales-Driven Email Outreach to Drive Revenue with SalesDesk 42:45

3M ago42:45

42:45

In this Supplier Wire Series episode of Modrn Business Podcast, Ryan Hicks chats with Morgan Smith, President of SalesDesk. SalesDesk provides lead generation for franchise development and commercial lead generation for franchisees.Ryan & Morgan discuss how SalesDesk drives success for franchise systems through innovative lead generation strategies…

1
I&P Podcast #4: What do protection policies mean for your clients? With Beagle Street’s Ryan Griffin 19:42

3M ago19:42

19:42

In this week’s Insurance and Protection special edition of our IFA Talk podcast, Sue and Brandon’s guest is Ryan Griffin. Ryan is Protection Director at dedicated life insurance provider, Beagle Street.By IFA Magazine

1
Heating Up: A Welcome Back To Restaurant M&A with Danny Klein of FSR & QSR Magazine 1:02:41

3M ago1:02:41

1:02:41

In this Modrn Business episode, Zack sits down with QSR & FSR’s Editorial Director, Danny Klein, to talk about all things restaurant M&A so far in 2024. We go through the deals that surprised us, the deals we loved, the reasons behind some of these bankruptcies and the rumors we’re seeing in the space. M&A in the restaurant space is back, baby!…

1
Podcast #80: Why MPS providers aren’t all the same - putting the client and adviser outcomes first with 8AM’s Paul Hogg 14:39

3M ago14:39

14:39

Sue and Brandon’s guest this week is Paul Hogg, Head of Distribution at 8AM. 8AM are providers of data-driven investment solutions in the model portfolio space, with a clear evidence and outcomes based focus.By IFA Magazine

1
Fact or Fiction: Diving Deep Into Franchising's Growing Health/Wellness Space with REP'M Group 36:47

3M ago36:47

36:47

In this episode, Zack chats with REP'M Group Co-Founders Rob Cambruzzi and Nick Sheehan about the trends within franchising's health, wellness & beauty space. What's makes a brand grow? What prohibits one from taking off? What is PE looking for? All is that is covered here!By Modrn Business Podcast

1
Podcast #79: Is it time to rethink property funds? With Gravis’ Matthew Norris 15:42

3M ago15:42

15:42

In this conversation with Sue and Brandon, Matthew Norris, Head of Real Estate Securities and adviser to the VT Gravis Digital Infrastructure Income and VT Gravis UK Listed Property strategies at Gravis, drills down into exactly how it’s changed, into why it’s no longer about offices and shopping centres. As he explains, it’s now all about next gen…

1
Supplier Wire 037: Using Affordable Offshore Talent to Scale Your Franchise 38:43

3M ago38:43

38:43

In this Supplier Wire Series episode of Modrn Business Podcast, Ryan Hicks chats with Brad Stevens, Founder & CEO of Outsource Access. Outsource Access helps franchisors and franchisees redefine how they scale with highly talented, affordable talent from the Philippines to drive revenue & profitability.Ryan & Brad discuss why Outsource Access was f…

1
M&P Podcast #8: The importance of having a survey when buying property with Matthew Cumber 14:32

4M ago14:32

14:32

Our guest on this week’s special Mortgage and Property edition of IFA Talk is Matthew Cumber, MD of Countrywide Surveying. Countrywide are one of the largest surveyors in the UK with around 500 employed surveyors on the team. Tune in to hear Matthew explaining in detail to Sue and Brandon all about the different types of survey that buyers can choo…

1
Podcast #78: Is now the time for more defensive assets within an investment strategy? with Ninety One’s Jason Borbora-Sheen 15:24

4M ago15:24

15:24

In today’s podcast, Sue and Brandon thought it was the ideal time to talk about defensive assets and find out where there might be some decent investment opportunities for those looking to diversify their portfolios just now. This week’s guest– a friend of the podcast as this is his third time on IFA Talk - is Jason Borbora Sheen, Diversified Incom…

1
See The Light: Red Light Therapy In Franchising With Avanti Body 50:01

4M ago50:01

50:01

In this episode, Zack opens up the Modrn Business audience to the world of “red light therapy” with CEO & Founder, Terri Simpson and President, Andrea Dobkin, of Avanti Body. We discuss the founding story, the viability of red light therapy, how they educate their customers/franchisees/land lords about the industry, an exciting new announcement and…

1
I&P Podcast #3: Family Income Benefit – an under-advised protection product with Shelley Read, Royal London 16:08

4M ago16:08

16:08

Shelley Read, Senior Protection Technical Manager at Royal London joins Jenny and Brandon to give our listeners all they need to know about FIB. As well as highlighting what types of clients could benefit from having conversations around this type of protection which should help advisers identify opportunities to help those most in need.…

1
Supplier Wire 036: How to Scale Your Franchise with Lizzy Young of DevHub 32:42

4M ago32:42

32:42

In this Supplier Wire Series episode of Modrn Business Podcast, FSN VP of Business Development Jake Fishman chats with Lizzy Young, Director of Franchise Engagement for DevHub. DevHub is a CMS truly built for franchises - where you can scale and integrate freely with the support you need, when you need it.Jake & Lizzy discuss Lizzy's years of exper…

1
M&P Podcast #7: Why the green agenda is important to the housing market with Coventry’s Jonathan Stinton 13:36

4M ago13:36

13:36

Back for his second visit to the IFA Talk Studio, our guest this week is Jonathan Stinton, Head of Intermediary Relationships at Coventry Building Society. Coventry has recently produced an influential report entitled “Beyond the Bricks” which looks in detail at what a green housing market really would look like. It’s an interesting conversation an…

1
Paul Flick, Founder of Premium Service Brands 36:10

4M ago36:10

36:10

In this MB episode, Zack chats with Paul Flick, founder of one of the original home service platforms, Premium Service Brands. We discuss the secret behind his shared service model, how he’s adding revenue streams for his franchisees, his investment thesis, how they’re taking advantage of the current economic climate and how they use technology to …

1
Supplier Wire 035: Driving Franchisee Reviews & Revenue with Oscar Wimshurst of NiceJob 43:24

4M ago43:24

43:24

In this Supplier Wire Series episode of Modrn Business Podcast, FSN VP of Business Development Jake Fishman chats with Oscar Wimshurst, Senior Partnerships Manager of NiceJob. NiceJob is a Reputation Marketing platform helping franchisees get 4x the reviews and 2x the sales.Jake & Oscar discuss Oscar's background, what "reputation marketing" is, an…

1
Podcast #77: Later-life finance options for clients. With Standard Life Home Finance’s Kay Westgarth 13:57

5M ago13:57

13:57

Helping older clients to raise finance is becoming an increasingly important part of the advice process. Our guest on IFA Talk today is Kay Westgarth, Sales Director at Standard Life Home Finance. Kay is highly experienced in this area and is keen to raise awareness amongst advisers of the range of later life finance options for the over-55s.…

1
M&P Podcast #6 Sustainability special: How can retrofitting shake up the mortgage market? With Mike Lindsay-Bailey and Thomas Farquhar 16:21

5M ago16:21

16:21

In this eco-friendly edition of our IFA Talk Mortgage and Property special podcast, Sue and Brandon have two great guests to share their knowledge and insight about retrofitting homes and installing energy-saving tech – and the financing of such projects.By IFA Magazine

1
Jamie Krasnov, CEO of Apex Leadership 35:30

5M ago35:30

35:30

In this MB episode, Zack returns to the children’s service space, this time with Jamie Krasnov, CEO of Apex Leadership. We discuss the viability of the children’s service space as a whole, where Apex plays a role in its success, the massive addressable market for school fundraising, their ideal franchise candidate and much more!…

1
Inside The Mind of A Brand President: Paul Ebert 37:31

5M ago37:31

37:31

In this special Modrn Business episode series "Inside the Mind of a Brand President" Zack speaks with Paul Ebert, President of HFC's Aussie Pet Mobile and Two Maids.By Modrn Business Podcast

1
I&P Podcast #2: What’s going on in protection and why does it matter? With MetLife’s Rich Horner 15:03

5M ago15:03

15:03

Rich Horner, Head of Individual Protection at MetLife UK is Sue and Brandon’s guest on this week’s IFA Talk podcast and is particularly focused on growing the reputation and take up of protection products as a key part of the financial planning process.By IFA Magazine

1
Kris Stuart, COO of Bloomin’ Blinds 36:28

5M ago36:28

36:28

Zack welcomes back Bloomin’ Blinds to the show, this time with COO Kris Stuart! We dive deep into the “build” vs “buy” technology stack discussion, how they’ve implemented AI in the brand, why Bloomin’ Blinds is a viable investment today and updates on the brand since they last were on MB in 2020.By Modrn Business Podcast

1
Podcast #76: SDR labels - The future of the UK sustainability-labelled funds landscape. With Morningstar’s Hortense Bioy 17:24

5M ago17:24

17:24

On this week’s podcast, Jenny and Brandon speak to Hortense Bioy, Global Director of Sustainability Research at Morningstar. Morningstar has recently undertaken some useful research U.K. Sustainability Disclosure Requirements: An early analysis | Morningstar, to explore what the landscape of UK sustainability-labelled funds may look like in the fut…

1
Robin Gagnon, CEO & Co-Founder of We Sell Restaurants 37:51

5M ago37:51

37:51

In this Modrn Business episode, Zack chats with restaurant aficionado Robin Gagnon (CEO & Co-Founder, We Sell Restaurants) to discuss all things F&B. We dive into trends we’re seeing in the QSR, FSR, Fast Casual & LSR spaces, how macroeconomic pressures are playing a role in what MUOs are gravitating towards, how technology is helping MUMBOs decide…

1
Podcast #75: Looking back at the Budget and ahead to International Women’s Day – an expert perspective, with Dynamic Planner’s Steph Willcox 16:02

5M ago16:02

16:02

This week’s IFA talk is a Budget Special! Where we highlight the changes announced in yesterday’s Spring Budget 2024 that advisers need to be most aware of. Joining Jenny and Sue this week is Steph Willcox, Head Actuary at Dynamic Planner. Bringing a wealth of knowledge about the financial services industry, Steph shares what impact she thinks the …

1
Devan Kline, Visionary Co-Founder of Burn Boot Camp 46:48

5M ago46:48

46:48

In this episode, Zack gets inside the mind of Burn Boot Camp’s Visionary Co-Founder, Devan Kline. We discuss his humble beginnings, how his athletic career translated to a successful franchisor, how Devan and his Co-Founder, CEO (and wife), Morgan, conquer franchising together and his opinions on the mark he wants to make on franchising as a whole.…

1
Mortgage and Property Podcast #5: The core aims of National Conveyancing Week and why it should be on an adviser’s radar 11:42

5M ago11:42

11:42

National Conveyancing Week (NCW) will take place between the 11th and 15th of March this year and the organisers David Opie, Managing Director of Today’s Media and Rob Hailstone, CEO and Founder of Bold Legal Group, spend some time with Jenny and Brandon on this week’s IFA Talk, to help shine a light on the conveyancing profession.…

1
Podcast #74: What advisers need to know about gifts when IHT planning - With M&G Wealth’s Cat McInally 24:11

6M ago24:11

24:11

With the tax year-end in sight, Sue and Brandon’s podcast guest on IFA Talk this week is Cat McInally, an investment specialist at M&G Wealth. Their conversation with Cat explores important themes such as why gifting is becoming more popular recently, what are the gifting rules advisers need to be aware of and also what might be some of the barrier…

Podcasts Worth a Listen

IFA Magazine Podcasts

Podcasts Worth a Listen

Quick Reference Guide