Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Joseph Nti (Host) & Kwame Asante Ofori (Producer) bring you a fast paced, colorful and heated podcast based on urban life in Ghana's capital, Accra. Episodes alternate between vox pops and in-studio interviews featuring a mix of vibrant personalities. The podcast is released on Mondays every two weeks and is a part of the Gold Coast Report podcast network. The show is fastpaced, colourful and heated just like the city! Discover more Sincerely Accra!
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Entrepreneur Inspiring Stories to Help Motivate, Build, & Grow Your Successful Business with a Master Class from Entrepreneurial Thought Leaders that tell it How It Is... Millionaire Interviews is actionable advice for the (future & present) Entrepreneur, Thought Leaders, Solopreneur, Youpreneur, and Small Business Owner. The host interviews Business Founders in the Product, Service, Real Estate, and Tech industries so they can teach you from their experience. Connect with other Listeners @ ...
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Waspi compensation and the gender pension gap
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32:44
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Following the ombudsman recommendation that Waspi women should receive compensation, Becky O’Connor from PensionBee explores the gender pension gap, whether this would have happened in 2024 , and what the government could have done differently.By Citywire
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SJP’s ongoing (advice) saga and the FCA’s CRP scrutiny
41:22
41:22
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41:22
In our latest monthly roundup, NMA reporters discuss the biggest stories from the past (two) month(s), including St James’s Place’s back-book review of ongoing advice servicing, platforms’ cash interest changes and what the FCA revealed in its sector-wide review of retirement income advice.By Citywire
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263: Using Real Human Connections to Achieve Exceptional Success... Doug Brown of CEO Sales Strategies
1:59:52
1:59:52
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Doug C. Brown is the CEO of CEO Sales Strategies and a Sales Revenue and Profit Growth Expert. He has led client award-winning and high-performance teams as well as pioneered profitable development programs for companies. He has advised companies such as Intuit, CBS Television, Procter & Gamble, Enterprise Rent-A-Car, Nationwide, Embassy Suites, In…
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Discover more Sincerely Accra! The rise of TikTok means the rise of talented individuals with unique perspectives. On our Season 7 premiere Joseph interviews Ghanaian TikTok star Almed, about his journey so far as a content creator and what his future holds. Intro Music Oshe – Reynolds The Gentleman ft. FRA. Music Bridges Danger - Kidi Popular Stra…
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Everything IFAs need to know about the LTA abolition
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Royal London’s Clare Moffat joins this episode of The Advice Show to answer advisers’ burning questions about the abolition of the lifetime allowance. Moffat discusses how different clients will be impacted, the impact on death benefits, and more.By Citywire
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Spring Budget recap with Matthew Pescott Frost
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29:52
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In this episode of The Advice Show, reporters Nicola Blackburn and Zach Sharif break down the key announcements in last week’s Spring Budget with Matthew Pescott Frost, owner of Suffolk-based advice firm Matthew Douglas.By Citywire
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Helena Wardle, CEO of Money Means, gives Citywire's Victoria Bell her take on simplified advice, SJP's fee fiasco and double dippingBy Citywire
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For Advisor By Advisors - Interview with Jon Anik, Lead Play by Play Commentator for the UFC and Host of the Anik and Florian Podcast - When Did You Catch Your Big Break? Jon Anik Shares His!
28:05
28:05
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In this episode we talk with Jon Anik, Lead Play by Play Commentator for the UFC and Host of the Anik and Florian Podcast. We talked about Jon's start in the business, to advancing to the UFC, and then becoming the lead play by play. We talk the gambit from how Jon found out he was in the lead spot to what a day working with Joe Rogan is like. We a…
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How did financial planning save a monkey gone rogue in the Highlands? Lifestyle planner David Lamb tells all—and why he wants his clients to spend their money while they can.By Citywire
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For Advisor By Advisors - Interview with M Scott Brown, Founder of Edgewater Family Wealth - When does it Make Sense for a Financial Advisor to Manage Assets Internally? One Expert Weighs In!
25:12
25:12
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In this episode we talk with M Scott Brown, Founder of Edgewater Family Wealth. We talk about all things financial advisor such as growing at scale, building a team, and the right way to manage clients. We talk about Scott’s history in the business from a newbie advisor to one of the top advisors in the country. Scott shares his story and how he li…
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Transformation in platforms and Nucleus’ replatforming challenge
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29:27
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In this episode of The Advice Show, Fundscape CEO Bella Caridade-Ferreira joins NMA’s reporters for a wide-reaching discussion about the future of platforms, the sector’s recovery after a difficult 2023 – and why she thinks Nucleus’ replatforming could take longer than the business anticipates. Plus, Caridade-Ferreira reveals which platforms she pr…
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For Advisor By Advisors - Interview with Elan Moas, Author & Universal Life Insurance Whistleblower - Will the Universal Life Policies Written in the Past Blow Up? One Whistleblower Explains!
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41:29
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In this episode, we have Noah Wills of Fortuna Wealth fill in for Evan J Mayer in the host chair. He sits down with Elan Moas, Author & Universal Life Insurance Whistleblower. They went over the industry known problem of insurance policies, mostly universal life policies, being sold years ago with hypotheticals that didn’t hold up when rates went d…
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262: From Single Mom Flipping Burgers to a Powerhouse in Venture Capital | Olga Maslikhova of The J Curve
1:18:39
1:18:39
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Olga Maslikhova is the founder and host of The J Curve, the podcast about Latin America tech ecosystem builders. Olga is also a successful tech investor. She aims to share insights and stories from the region's most influential entrepreneurs, investors, and experts. She also leverages her network and knowledge as a member of a global community of w…
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Discover more Sincerely Accra! Joseph and the Team from After the Whistle podcast (Gerald, Smyly and KO) sit down to unravel the deep rooted issues of the Black Stars and what could be a possible way forward. A GCR Production - Africa's Premiere Podcast Network
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The 'jaw-dropping' errors that put IFA client data at risk
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22:36
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Citywire New Model Adviser has previously reported on providers’ data leaks, including Scottish Widows recently leaking confidential client information to the wrong advice firm. This incident was not an isolated one. In this episode of The Advice Show, reporters Zach Sharif and Nicola Blackburn speak to Kate Shaw, financial planner at Financial Lif…
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For Advisor By Advisors - Interview with Jacob Turner, Co-Founder, Moment Private Wealth - How One Retired Professional Athlete Turned into a Great Financial Advisor!
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In this episode, we talk with Jacob Turner, Co-Founder, Moment Private Wealth. Jacob was once a major league baseball player for 11 seasons. Since then, he has found his new passion as a financial advisor. Jacob talks about what it was like educating himself in finance to finding the next thing that drives him like baseball did. He is growing a thr…
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Monthly Roundup: Abrdn’s £1.5bn outflow and the £1.3bn Sipp nightmare
26:34
26:34
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In this episode of The Advice Show, NMA reporters discuss some of the biggest stories from the past month, including what £150m in promised cost cuts means for Abrdn and the ongoing administration of Hartley Pensions that has left £1.3bn in client Sipp assets trapped.By Citywire
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How does the IFA acquisition process work?
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The IFA market is packed with acquisitions, private equity money and consolidation. But how does the actual sale process break down? Joining us this week is Debbie Dry, acquisitions director at Loyal North, to walk us through the process, and tell selling firms what they should watch out for.By Citywire
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For Advisor By Advisors - Interview with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth - Why Financial Advisors Should Use Social Media and Start a Podcast.
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29:33
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In this episode, we talk with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth. We go over his new growing practice and how he is finding huge success using his podcast and social media presence to create new business. We also go over how his practice charges today and what they expect that to change to in the future. Tom took hi…
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Are fixed fees more unpopular with older advisers?
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What are the challenges and opportunities in starting your own advice business in 2024? This week we’re joined by Rob Schwarz and Scott Millar, founders of new advice firm, Finova Money. We explore fixed-fee charging models, their subscription-based approach, and the future of financial planning.By Citywire
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What can advisers expect from the FCA in 2024?
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What better way to kick-start the year than by diving into regulation? In this episode of The Advice Show, Mike Barrett, consulting director at The Lang Cat, forecasts where the FCA will take its regulatory work on advice fees, simplified advice and the British Steel saga in 2024.By Citywire
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For Advisor By Advisors - Adam Schwartz, Director of Philanthropy, American Cancer Society - Is Charitable Giving a Want for You? How About Using a Donor Advised Fund!
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29:39
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In this episode, we talk with Adam Schwartz, Director of Philanthropy, American Cancer Society. We spoke about his start as a financial advisor and the difference from working at a smaller, regional bank to working inside of a massive bank and the pros and cons of each. We also spoke about Adam’s journey to leaving the business in going into a char…
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261: Buying a Business at a Great Price! Over 30 Years of Biz Buying & Selling - Richard Parker of Diomo Corporation.
3:11:55
3:11:55
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Richard Parker is the founder of Diomo Corporation – The Business Buyer Resource Center and author of the How To Buy A Good Business At A Great Price series. Richard has purchased thirteen of his own businesses and has been an advisor and broker to small business buyers and sellers for over three decades. He has written and been featured in more th…
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SEASON FINALE - WHAT TO LEAVE BEHIND IN 2023
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53:47
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Glass in hand, Joseph talks about new beginnings and what to let go after a hectic 2023 in this raw unedited season finale. Yes, UNEDITED! Happy New Year! Music Oshe - Reynolds The Gentleman ft. Fra! Papa Kofi Ba - Ofori Amponsah A GCR Production - Africa's Premiere Podcast Network About the IRL Podcast IRL: Online Life Is Real Life from MozillaOnl…
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For Advisor By Advisors - Interview with Tom Henske, CFP, Founder, Total Cents - Is Sunsetting your Practice Worth it? What One Industry Veteran Thinks!
23:33
23:33
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In this episode, we talk with Tom Henske, CFP, Founder, Total Cents. We went over Sunsetting from the business and what the future holds for Tom going forward. We went over his career in the business and discussed what newer advisors should consider. We also spent time going over the work Tom is doing to educate families on financial planning and a…
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Where will you never take a lady you met online for a date?! Grab your headphones people! It's about to be a wild ride!* Music Oshe - Reynolds The Gentleman ft. Fra! Worlasi - We No Go Gree Yaw Tog - Tonight Worlasi - Soul Eaters Reynolds The Gentleman ft. Efya - Tempo Vanilla - Atongo A GCR Production - Africa's Premiere Podcast Network About the …
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2023 Recap: NMA reporters dive into the biggest stories of the year
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2023 was another massive year for the world of advice. We had private equity money flooding in, consumer duty heralding a new era, and plenty of stories to dig our teeth into. Join reporters Zach Sharif, Nicola Blackburn and Alicja Hagopian as we dissect it all.By Citywire
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For Advisors By Advisors - Interview with Philip Waxelbaum, Founder and Principal at Masada Consulting, LLC - When a Financial Advisor Leaves Firms, Arbitration Can Happen! One Expert Weighs In!
27:39
27:39
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In this episode, we speak with Philip Waxelbaum, Founder and Principal at Masada Consulting, LLC. We go over his history in the business, how the business has changed, and where advisors are going now a days. As an expert witness in arbitration cases, we went over some great stories of Advisors leaving the right and wrong way. We also went over suc…
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Where should a guy you meet online avoid taking you completely on a first date?! Hear what the ladies have to say. Ready?* Music Oshe - Reynolds The Gentleman ft. Fra! Kaakie - Too Sweet Mzvee - Gentleman Becca - African Woman Ebony - Kupe Kaakie - Supa Dupa Tempo - Reynolds The Gentleman ft Efya Party - Adina Thembi ft. Kofi Kinaata Eno Barony - L…
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Your December guide to lifing in Accra has arrived! Grab ur headphones! It's about to be a riot!* Music Oshe - Reynolds The Gentleman ft. Fra! Flex - Cozy Pols A GCR Production - Africa's Premiere Podcast Network About the IRL Podcast IRL: Online Life Is Real Life from MozillaOnline life is real life, and with artificial intelligence it's getting e…
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For Advisor By Advisors - Interview with Matt Landon, Interim CEO, Semmax Financial Group - How Often Should Financial Advisors Analyze Their Business Model? One New CEO Weighs In!
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24:10
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In this episode, we speak with Matt Landon, Interim CEO, Semmax Financial Group. We go over a wide array of topics like what it is like to just get licensed 6 years ago and then hop into the CEO role. We also speak about the experience that you get from having a mentor is so key to financial advisors success. We also spoke about how Matt’s company …
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Advice is pale, male and stale – SJP’s academy on how to bring in new talent
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25:43
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How can we change the perception of advice, and bring through the next generation of advisers? This week we’re joined by Gee Footit, senior manager at St James’s Place Financial Adviser Academy, to discuss.By Citywire
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GH GenZ's vs Millennials ft. Stay By Plan Podcast
1:20:31
1:20:31
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Whose world is it anyway? Tune in!! Music Oshe - Reynolds the Gentleman ft Fra! Joo - Moffy A GCR Production - Africa's Premiere Podcast Network About the IRL Podcast IRL: Online Life Is Real Life from MozillaOnline life is real life, and with artificial intelligence it's getting even more real. In Season 6, IRL zooms in on data, machine learning a…
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How the Autumn Statement will impact your clients
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How much of a difference will the Autumn Statement make to the economy, and to clients? In this episode, we are joined by M&G pension specialist Kirsty Anderson to break down last week’s fiscal statement, how much of a difference it will make, and what it will mean for pensions.By Citywire
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For Advisor By Advisors - Interview with Corey Walen, Managing Partner at Bridgemark Strategies - What Channels are Right for Financial Advisors? One Expert Weighs In!
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30:47
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In this episode, we speak with Corey Walen, Managing Partner at Bridgemark Strategies. We went over a variety of topics from compensation on the firms recruiting to where the trends are going on where advisors land. We also spent time going over the dynamics in teams coming over and what that looks like on what channels they choose. Corey is well k…
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Ghanard, Ghanard, Ghanard…?! Press Play! Music Oshe - Reynolds The Gentleman ft. FRA 4LYFE - Kwesi Arthur A GCR Production - Africa's Premiere Podcast Network About the IRL Podcast IRL: Online Life Is Real Life from MozillaOnline life is real life, and with artificial intelligence it's getting even more real. In Season 6, IRL zooms in on data, mach…
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Monthly Roundup: Autumn Statement predictions and SJP's exit fee surprise
26:09
26:09
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New Model Adviser reporters Nicola, Zach and Victoria discuss some of the biggest stories from the past month, including SJP’s decision to scrap exit fees, the worst quarter on record for platform flows, and major providers suspending annuity quotes. The team also discuss some of the reported predictions for Jeremy Hunt’s Autumn Budget.…
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Gun to your head, which song can you sing to save your life? Joseph also sits down with The Masked DJ to unmask her story and her successes. Press Play! Intro Music Oshe – Reynolds The Gentleman ft. FRA. Music Bridges 1er Gaou - Magic System Doctor Panie - Daddy Lumba Aketesia - Kontihene Anka Matete - Tagoe Sisters You Will Shine Skit - Kirani Aya…
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MOSAIC: Our Live Podcast, Music and Community Festival!
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Grab your tickets for MOSAIC! 🎫mosaic.listentogcr.com MOSAIC is proudly supported by; Jameson Whiskey: widen the circle, Afripods, Fika: The bubble tea house, Ayatickets, iamadinkra and AfQuest #WidenTheCircle #Afripods #FikaTeahouse #Ayatickets #iamadinkra #GCR #GHPod🇬🇭
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‘We are definitely breaking the barriers down’ - All-female IFA founder on women in advice
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Just 16% of UK advisers are women, according to the FCA. How can we change this, and how much progress have we made? In this episode, Independent Women founder Lesley Mackintosh discusses the state of the advice industry, and how to bring in more female advisers.By Citywire
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From Mallam to the big leagues, Mr Drew takes us through his music journey and how dance has contributed to each step of his growth. Press Play! A GCR Production - Africa's Premiere Podcast Network About the IRL Podcast IRL: Online Life Is Real Life from MozillaOnline life is real life, and with artificial intelligence it's getting even more real. …
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For Advisor By Advisors - Interview with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management - Should Financial Advisors use the Flat Fee ...
29:34
29:34
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In this episode, we speak with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management. We talk with Andy about in just 3 years, he grew his practice extensively using the flat fee approach. We also discussed his views on how other advisors charge and what he feels is most appropriate. We …
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FCA needs to step up to make transfers quicker
28:16
28:16
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Why is it taking so long to transfer off a platform? Jack Gilbert, editor of New Model Adviser, and Victoria Bell, senior reporter, talk to Howard Finnegan, director of product sales at Equisoft, about the challenges when transferring assets and how the regulator can tackle the problem.By Citywire
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260: From Rabbi School to Supply Chain Innovator. How Izzy Rosenzweig is Saving Customers Time & Money with Portless!
1:18:32
1:18:32
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Izzy Rosenzweig is the Founder and CEO of Portless, a company that fulfills e-commerce orders directly from China to their client’s customers' front doors, massively improving lead times, decreasing shipping costs, and lowering import tax fees. Born from a family that has a strong entrepreneurial spirit, Izzy discovered his passion for business at …
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Adomaa takes us on a journey up In the Clouds, through her Smoke and Mirrors into the Circus that became her life. But after her Crash, she found her Utopia to a new Beginning Again! Brace yourself, as she bares it all with Joseph. Press play! Intro Music Oshe – Reynolds The Gentleman ft. FRA. Music Bridges 2x2 - Offei Emergency (911) - Moor Sound …
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Fergie’s £6m Man Utd signing: Players think advisers just want to take their money!
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Nick Powell has faced a variety of challenges in his career path to date. From appearing in the Champions League, to completing his financial planning exams – Powell’s path has not been traditional. Join NMA reporters Zachariah Sharif and Alicja Hagopian, as they chat to Nick Powell and Emmelia Davidson-Slack for this fascinating insight into finan…
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Joseph takes a nosedive into the world of Charlie Dior. Buckle up! It's about to be a fun and wacky ride! And don't forget to Like, Share and Subscribe!Music Oshe - Reynolds The Gentleman ft. Fra Band Do Not Disturb - Anabel Rose A GCR Production - Africa's Premiere Podcast Network About the IRL Podcast IRL: Online Life Is Real Life from Mozilla On…
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Firms need to step up and stop diversity ‘lip-service’, Bravura says
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How do we address the dearth of diversity in financial advice? NMA Reporters Zachariah Sharif and Nicola Blackburn are joined by Jonathan Hawkins, principal business consultant at Bravura Solutions, to discuss how firms need to step up, the current state of diversity and the urgency of the situation.…
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Walk into the world of Benard Sokpe. The Meister himself! From Big Parties in KNUST to leading the Ghana Twitter team down to his work with Jambo! Press play and buckle up for the ride! Intro Music Oshe – Reynolds The Gentleman ft. FRA. Music Bridges Daben Na Odo Beba - VIP Makola Kwakwe - Tinny Summer of X - Okuntakinte Bankulize - Mr. Eazi, Juls,…
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Monthly Roundup: Inheritance tax changes, FCA info requests and Aviva rumours.
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In the last month, both political parties set out their vision for the economy, the FCA requested more and more information from firms, and Aviva’s share price rose amid rumours of a sale.By Citywire
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