Gary shares his experience of capturing a majority of the market with fresh new tech, and discusses the transformative role of data in the financial services industry. From the early days of DOS-based applications to the modern era, Gary provides insights into the evolution of tech in finance and its impact on business strategy and growth. Tune in to discover how innovation and data have reshaped the landscape of financial planning and what the future may hold for the industry.

Historical Shifts in Financial Tech: The Power of Data: Gary Shepard

Tom shares candid insights into the challenges and victories of growing a business that not only aims for financial success but also maintains a strong ethical backbone, treats its employees like family, and upholds a legacy of impactful service. Discover how Tom’s vision for a business built on integrity and care for both clients and team members is setting a new standard in the financial advisery world. Tune in to learn from Tom's unique approach to business growth, his dedication to creating lasting relationships, and his commitment to leaving a meaningful legacy in the financial industry.

From Vision to Legacy: The Journey to Building Calton Wealth Management: Tom Ham

Sam explores the unique challenges and opportunities women face in this traditionally male-dominated industry. She discusses the significant impact of decreasing female representation, not only as financial advisers but also as empowered clients shaping the industry's evolution. Sam's insights highlight the need for more inclusive practices, urging a shift towards recognising and valuing the diverse talents women bring to the table.

Women in Finance: The Benefits for Clients and Firms: Sam Secomb

Phil shares his wealth of experience on leveraging technology and traditional methods to enhance lead generation and client engagement in the financial #advisery sector. With a focus on education, personalisation, and the power of AI, Phil offers actionable insights and examples of how advisers can transform their practices to meet the evolving demands of clients. Whether it's embracing AI for customised content creation or returning to proven tactics like seminars for direct connection, this conversation is packed with strategies to navigate the changing landscape of financial advice.

Marketing Mastery: Amplifying Client Acquisition: Philip Calvert

Tej Singh unpacks the intricacies of property investment, emphasizing the unique benefits of leveraging in wealth creation. He contrasts property with other investment forms, highlighting control and the potential for significant returns. Tej also shares insights into risk management and the strategic mapping of investment strategies within the property sector. Join us as we explore the nuances of building and scaling wealth through real estate, offering listeners valuable strategies for their investment journey.

Leveraging Wealth: Property vs. Equity: Tej Singh

Shaunagh, the Operations Director at eParaplan, navigates the evolving landscape of financial planning and technology, highlighting the imperative for adaptation to captivate younger audiences. She discusses the nuances of intergenerational wealth transfer, advocating for enhanced financial literacy and the pivotal role of advisers in mentoring and guidance. Shaunagh also explores how digital innovations and community-building online can serve as pivotal tools for advisers to stay pertinent and approachable, thereby cultivating a culture of financial awareness and empowerment among diverse age groups.

Bridging Generations: Innovating Financial Education for the Future: Shaunagh Wilson

Delve deep into the heart of the financial advice gap with Jym Brown, a renowned author, PHD researcher, and Ningi's COO. Jym challenges conventional wisdom, drawing parallels between financial health and mental well-being, and proposes innovative solutions to bridge the advice gap. With his unique outsider's perspective, Jym unravels the complexities of consumer behaviour, technology's role in financial planning, and how social media can transform financial advice. Join us as we explore Jym's two-pronged strategy for making financial advice accessible, and discover how simple questions can lead to profound insights into improving financial health.

You're Misunderstanding Disruption: The Advice Gap's Responsibility: Jym Brown

Delve into the intersection of science, research, and financial wellbeing with Cameron, owner of New England Financial Solutions. With his rich background in psychology and finance, he offers a unique perspective on how empirical evidence and scientific methodologies can transform our approach to financial advice. Drawing from his extensive research and practical experience, he shares insights into effectively providing financial wellbeing. Join us as Cameron Waldron unravels the complexities of financial advice, education and wellbeing through a critical lens.

Evidence-Based Advice: The Science Supporting Financial Wellbeing: Cameron Waldron

In this episode of Advice Amplified, we explore James Anderson's transition from a traditional financial adviser to a pioneer in digital financial advice. James shares his experiences and insights on integrating technology in financial advising, discussing the shift in client expectations and the importance of digital solutions in the industry. He reflects on the challenges and motivations behind his move to digital platforms, providing a unique perspective on the future of financial advising that balances personalised relationships with technological innovation.

Evolution of Financial Advice: Blending Tradition with Technology: James Anderson

Dive into the world of financial recruitment with Charles Walker, CEO and seasoned recruiter. Charles shares his extensive insights on the evolving landscape of financial services recruitment. He discusses the need for support staff in financial advising roles and the impact this has on salaries and business structures. He also touches on the challenges and strategies in attracting top talent, emphasising the importance of culture, environment, and salaries in the modern workplace. Charles also explores the changing expectations of employees and firms, highlighting how remote work and hybrid models are reshaping recruitment. Additionally, he reflects on the future of financial services, focusing on generational wealth transfer and the crucial role of relationships in financial planning.

Redefining Talent Acquisition: The Future of Financial Recruitment: Charles Walker

In this episode of Advice Amplified, join Mat Grice, Head of Product at Parmenion, as he delves into the challenges and opportunities within the financial advice industry. Discover how we can leverage data and technology to streamline processes, enhance client-adviser relationships, and reshape the advice industry. Matt shares his insights on the importance of seamless digital experiences, the evolution of advisery platforms, and the exciting future of integrating AI into financial services.

Revolutionising Financial Services: Embracing Technology and Collaboration - Mat Grice

Deep dive into the evolving landscape of financial advising. Delving into the impact of macroeconomic shifts, the rise of private equity, and the role of AI and technology in shaping investment decisions. Mark Stringer provides a thought-provoking discussion on the future of financial practices. As we explore the shifting paradigms of wealth management and the generational transfer of wealth, this conversation illuminates the pressing need for the industry to adapt, innovate, and responsibly guide a new era of investors.

Redefining Finance: Navigating the Digital Evolution: Mark Stringer

Explore the delicate interplay between technical expertise and client relationships, the evolving role of technology in planning, and the imperative for adaptive growth in the industry. Ed Gascoigne shares valuable insights on navigating regulatory shifts, enhancing adviser skills, and the critical importance of human touch in a tech-driven world. Tune in for an episode packed with forward-thinking strategies and personal reflections.

Navigating Success: Deep Dive into the Dynamics of Financial Advising: Ed Gascoigne

Join Asif Naidu on 'Advice Amplified' as he shares the transformation journey of Fiscal Engineers, highlighting the strategic shifts and digital integration that led to unprecedented growth and efficiency. Dive into the challenges of scaling, the importance of data in decision-making, and the balance between technology and personalised service in financial advising. Gain insights into the future of financial services and the continuous quest for innovation and improved client delivery.

Digital First, Not Only: Fiscal Engineers' Challenges and Journey: Asif Naidu

We're thrilled to have Martin Jennings, CEO at Parmenion, as our special guest. Martin delves into the intricate world of financial platforms, discussing the crucial role of trust and the impactful use of technology in the financial advising landscape. He offers a deep dive into how financial advisers can effectively evaluate and utilise fintech platforms to enhance client experiences and outcomes. Martin also sheds light on the current trends and future prospects in the industry, providing valuable strategies for navigating the ever-evolving fintech ecosystem.

Financial Platforms: Trust, Technology, and Client Experience: Martin Jennings

Delving into cryptocurrency and AI in finance, 'Advice Amplified' welcomes Phil, a pioneer in digital asset exchange and AI innovation. In this episode, Phil shares insights from launching AQRU to exploring new AI frontiers with StreaksAI, shedding light on crypto market evolution and the transformative role of AI in client advising. I hope you enjoy this discussion about how these technologies are reshaping the future financial advising.

Cryptocurrency & AI Impact: Unveiling Future Financial Advising and Business Strategies: Phil Blows

Uncover how innovative strategies are bridging the advice gap, the role of technology in reshaping finance, and the crucial impact of empathy in client relationships. Sam Tate's 20+ years in the industry offer profound insights into evolving financial planning, challenging traditional models, and the importance of financial education in an effort to close the advice gap.

Bridging the Advice Gap: Innovation in Financial Services, Empathy and Education: Sam Tate

Let’s learn about how technology and AI are redefining wealth management, the impact of regulatory changes, and why starting your pension early matters. Micky Johal, with his extensive background from Truinvest to Your Future Group, shares valuable insights on building operational efficiencies and the importance of personalised client services.

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Historical Shifts in Financial Tech: The Power of Data: Gary Shepard

From Vision to Legacy: The Journey to Building Calton Wealth Management: Tom Ham

Women in Finance: The Benefits for Clients and Firms: Sam Secomb

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