Best Paraplanning Podcasts (2024)

1
AdviceTech Podcast #91 - Scale Up Paraplanning 36:16

2d ago36:16

36:16

This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how Scale Up Paraplanning is using AI and technology to automate and streamline back office processes for financial planning businesses, including outsourced paraplanning, workflow optimisation, and the development of their own AI solution "Paradino"…

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

28d 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
AdviceTech Podcast #92 - Claras.ai 32:36

3h ago32:36

32:36

This week, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered tool that turns raw meeting transcripts into compliant file notes. They discuss the features and benefits of Claras.ai, how it can reduce administrative burdens, improve client communication, and maintain consistency in file note…

1
#453 Ryan King 38:13

3h ago38:13

38:13

Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of Three Kings, including an offshoring company, a coffee brand, and other lifestyle businesses. He chats about his experiences in building his practice while maintaining a blunt approach, focusing on the importance of understanding the client's situat…

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

8h 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
Unlocking Career Growth: Sean Banks on Financial Planning, Mentorship, and Navigating Career Transitions 54:33

38m ago54:33

54:33

Ever wondered why some financial planners choose employment over entrepreneurship? Discover the compelling journey of Sean Banks, Senior Financial Planner at Pembrokeshire Financial Services, as he shares his career progression from administration and paraplanning to financial advice. You'll learn why Sean opted to remain employed, emphasising the …

1
Engine Room Podcast #41 - Mark Chan 53:45

11h ago53:45

53:45

Mark is the Founder of Avondale Wealth Management. He and Andrew explore his journey from his accidental entry into financial planning to building a successful practice focused on client experience, global team management, and sustainable growth. Avondale Wealth Website: https://www.avondalewealth.com.au/ Fortnum: https://fortnum.com.au/ Visit The …

1
Jonathon Jay - Why I joined Hoxton Capital Managment as Managing Director of UK Financial Planning - With Your Host Sam Oakes 47:50

1d ago47:50

47:50

This week on the Financial Planner Life Podcast, we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed since then! This is a special episode for me because I get to announce Jonathon Jay joining Hoxton Capital Management as Director of UK Financial Planning. This is the first episode in the series I'm cal…

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

3d 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
How I 6x My Turnover as a Financial Planner - Tom Schofield of Foster Denovo shares with Sam Oakes 50:48

4d ago50:48

50:48

What happens when an aspiring professional rugby player swaps the field for financial advising? Join us for a conversation with Tom Schofield, a partner at Foster Denovo, who shares his compelling journey from the highs and lows of sports to carving out a successful career in the financial sector. Discover how his father's influence and the rigorou…

1
Engine Room Podcast #40 - Luke Roberts 1:00:53

5d ago1:00:53

1:00:53

Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how he grew UNICA Wealth by focusing on specialisation, client service, team culture, and developing talented staff through clear career progression. Luke Roberts LinkedIn: https://www.linkedin.com/in/luke-roberts-1a0a0132/ UNICA Wealth Website: https://unic…

1
Meet the Hosts with Taylor Beavis 25:33

8d ago25:33

25:33

In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts. First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it. Join our community: www.nextgenplanners.co.uk

1
Meet the Hosts with Clara Metcalfe 21:35

8d ago21:35

21:35

In this double release for the new That NextGen Planners Podcast we meet our other brilliant co-host Clara Metcalfe Amelia and Taylor chat to Clara about who she is, what she does and why she does it. Join our community: www.nextgenplanners.co.uk

1
AdviceTech Podcast #90 - Bonjoro 44:04

9d ago44:04

44:04

This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can help businesses build relationships with clients through personalised video messages and testimonials integrated into workflows and CRMs. Oli Bridge LinkedIn: https://www.linkedin.com/in/olibridge/ Bonjoro Website: https://www.bonjoro.com/ Patrick Ga…

1
Sam Oakes Talks to Jack Dudley about his career change, from teaching to financial advice and how to get a job in financial planning. 1:03:54

9d ago1:03:54

1:03:54

What happens when you blend military precision with classroom teaching and then pivot to financial planning? Meet Jack Dudley, a former Royal Engineer and Secondary School educator, who shares his intriguing journey on this episode of the Financial Planner Life podcast. Learn how Jack transitioned from the high-pressure world of teaching to a succe…

1
#452 Rachael Holder 32:12

10d ago32:12

32:12

Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings for professional development, and understanding clien…

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

10d 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
Engine Room Podcast #39 - Jonathan Elliot 1:22:23

12d ago1:22:23

1:22:23

Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients' needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia. Jonathan Elliot LinkedIn: https://www.linkedin.com/in/jonathanelliotcfp/ Collins SB…

1
AdviceTech Podcast #89 - Finura Group 39:10

16d ago39:10

39:10

In this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can be used to optimise your practice's tech stack through audits, consolidation of tools, cybersecurity best practices, and responsible adoption of AI features. Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/ Finura Group Websit…

1
#451 Laura Kelly 33:09

17d ago33:09

33:09

Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial advice, the importance of setting clear goals and working towards them, the challenges of maintaining a healthy work-life balance, retirement planning, and building trust with clients through honesty and transparency. Laura Kelly LinkedIn:…

1
Using Tech Smartly in Financial Planning with Adam Owen 33:47

18d ago33:47

33:47

In this episode of the NextGen Planners TechStack ® Podcast, Francois du Toit chats with Adam Owen. Here they discuss; the ever-evolving landscape of financial planning, the increasing role of AI in content production and the importance of mindful technology use. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack…

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

17d 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
Engine Room Podcast #38 - Sam Perera 58:55

19d ago58:55

58:55

In this episode, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the lid on his practice and look at how he grew his business, and the value of workplace flexibility, discretionary bonuses, and charitable pursuits in supporting their team members' growth and well-being. Sam Perera LinkedIn: https://www.link…

1
DFM Dynamics with Peter Clark 41:34

23d ago41:34

41:34

In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark. Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology. Join our community: www.nextgenplanners.co.uk

1
AdviceTech Podcast #88 - Simply Advice Websites 42:46

23d ago42:46

42:46

In this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do's and don'ts of creating a great advice website, the importance of creating a seamless experience, enhancing lead qualification and prioritisation, and how websites can be optimised for better client engagement. Jacqueline Barton LinkedIn: …

1
#450 Phil Thompson 28:44

28d ago28:44

28:44

Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned his business from holistic advice to focus solely on insurance advice through redesigning processes with technology, charging fees upfront, and marketing strategies to grow through referrals and content while discussing challenges of remote work an…

1
Leveraging AI for Business Success: Insights from AI expert Verena Weber 37:32

25d ago37:32

37:32

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence. Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight …

1
Addressing Client Affordability Concerns in Insurance #1 44:14

29d ago44:14

44:14

In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They discuss strategies advisors can use to help clients understand insurance policies, premiums, and the ongoing value of insurance while addressing affordability concerns through proa…

1
Addressing Client Affordability Concerns in Insurance #2 47:12

29d ago47:12

47:12

In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They talk about how advisors can effectively communicate rising insurance premiums to clients by understanding their needs, circumstances, and learning preferences through personalised o…

1
Addressing Client Affordability Concerns in Insurance #3 36:01

29d ago36:01

36:01

In this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They cover strategies advisors can use to help clients manage rising insurance costs, including exploring options to reduce premiums while ensuring clients understand the risks and trade-o…

1
Addressing Client Affordability Concerns in Insurance #4 37:36

29d ago37:36

37:36

In this final episode, Sacha is joined once again by Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They explore global insurance challenges and opportunities for streamlining the advice process through innovative use of data and technology, focusing on the importance of linking insurance to important financial obligations like mortgages. D…

1
Engine Room Podcast #37 - Iain Rogers 1:04:54

30d ago1:04:54

1:04:54

In this episode, Andrew is joined by Iain Rogers, General Manager at Nestworth Financial Strategists. They discuss his journey into financial planning, growing Nestworth through acquisitions and partnerships while prioritizing clients. They also talk through the evolving landscape of financial planning, and the importance of personal experience and…

1
Investment Podcast #13 - Residential Real Estate 37:21

1M ago37:21

37:21

In this episode, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to discuss the Australian residential housing market as an investible asset class. Homeownership is the longstanding Australian dream, but one which is increasingly out of reach for many. Innovation in this space has opened up a variety of new pa…

1
AdviceTech Podcast #87 - LivePreso Advice 43:32

1M ago43:32

43:32

This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI and data integration to create interactive financial advice presentations that improve client engagement and compliance while saving advisors significant time. Aaron Cooper LinkedIn: https://www.linkedin.com/in/aaronscooper/ LivePreso Website: …

1
#449 Robert Rich 39:23

1M ago39:23

39:23

Robert is the Director and Financial Adviser at Unite Wealth. They talk about how he started Unite Wealth, and his goals of providing pro bono advice to help families with children with disabilities through personal client service, marketing strategies, and philanthropic partnerships. Robert Rich LinkedIn: https://www.linkedin.com/in/robertrichfa/ …

1
Future-Proofing Financial Planning with Fintech Expert Jason Pereira 40:05

1M ago40:05

40:05

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada. Here they chat about technological innovations reshaping the financial planning landscape, the potential of artificial intelligence, and the importance of clean, rich data…

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

1M 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
Change Manager Olivia Crease on Driving Growth and Innovation at Foster Denovo 27:31

1M ago27:31

27:31

What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down with the dynamic Olivia Crease, a change manager at Foster Denovo, to unravel the intricacies of her role in fueling the company’s growth strategy through acquisitions. Olivia shares her journey of en…

1
Engine Room Podcast #36 - Jerry Kalogeropoulos and Philip Taaffe 1:21:44

1M ago1:21:44

1:21:44

In this episode, Andrew chats with Jerry Kalogeropoulos and Philip Taaffe from Aptium Financial Services. They talk about how they built their practice, with a focus on the importance of mentorship, networking, and efficiency in scaling an advice practice, and the need for flexibility and a balanced approach to personal and professional life. Jerry…

1
Is Self Employed The Wrong Way To Fix The Financial Adviser Gap? Rob Atherton Shares Why We Need More Employed Options For Trainee Financial Planners. 1:03:07

1M ago1:03:07

1:03:07

Can the financial planning industry sustain itself without adapting to the needs of new talent? Join us on the Financial Planner Life podcast for a thought-provoking conversation with Rob Atherton as we tackle this urgent question. We start by examining entry-level opportunities and the growing debate between employed and self-employed roles. Both …

1
Embracing ESG in Investing with Clémence Chatelin 42:04

1M ago42:04

42:04

In this episode Amelia chats with Clémence Chatelin, ESG Integration Manager at CCLA. Here they discuss, the development of the ESG landscape, integrating ESG in investing and what's on the horizon. There were a few connection difficulties but the discussion is so interesting you won't want to miss it. Join our community: www.nextgenplanners.co.uk…

1
AdviceTech Podcast #86 - Retrac 45:23

1M ago45:23

45:23

This week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can use AI tools within the Microsoft 365 suite to automate tasks, improve meeting productivity, and enhance compliance processes. Travis Carter LinkedIn: https://www.linkedin.com/in/traviscarter-au/ Retrac Website: https://www.retrac.c…

1
St James's Place Adviser Academy Update 2024 - A Deep Dive Into Terms 5 & 6 with Gee Foottit 53:23

1M ago53:23

53:23

We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy. In this updated episode for 2024, we take a look at some of the changes to the Academy and hyper-focus on terms 5 & 6! where we cover coaching and mentoring and ongoing support for new Financial Advisers and Partners. if you haven't already watched the firs…

1
#448 Joe Akiki 31:59

1M ago31:59

31:59

Joe is the Director and CEO of Akambo Financial Group. He and James chat about how he grew his practice from a one-man-band to one with over a hundred and fifty staff offering end-to-end services through strategic partnerships and acquisitions. They also discuss the opportunities and challenges of operating at scale. Joe Akiki LinkedIn: https://www…

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

1M 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
Predicting the future of technology in financial planning with Roger Portnoy 44:41

1M ago44:41

44:41

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Roger Portnoy, the Chief Strategy Advisor for Object Way SPA. In this episode, they discuss the future of innovation in the wealth management sector, the unique challenges of introducing new technology in a trust-oriented and heavily regulated industry and how AI c…

1
Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning. 1:11:10

1M ago1:11:10

1:11:10

This week is a talent partnership special with St James's Place Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces? Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorcing multi-millio…

1
Engine Room Podcast #35 - Amie Baker 1:10:08

1M ago1:10:08

1:10:08

Amie is the Director, Financial Adviser, and Certified Money Coach at Rekab Advice and Centsability. She and Andrew explore her journey in building her advice business, her passion for helping clients and empowering women in financial services, and her goals for continuing to grow her practice while maintaining her values. Amie Baker LinkedIn: http…

1
Investment Podcast #12 - Longevity Risk 41:10

1M ago41:10

41:10

In this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, to discuss all things Longevity Risk. As life expectancies continue to climb, retirees must contemplate funding a retirement into their 90s and beyond. Fear of Running Out is real. Our experts discuss the portfolio construction implicati…

1
AdviceTech Podcast #85 - Redefining the Delivery of Financial Planning Services Using Research 37:56

2M ago37:56

37:56

In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben's research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy. Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/ Compl…

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Paraplanning Podcasts

Podcasts Worth a Listen

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