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.

In this episode, Cameron and Pete discuss:

00:00 Introducing Cameron Waldron
01:32 Financial wellbeing definitions
03:37 The Financial Wellbeing Lab
08:38 Building conversations • Emergency funds
11:42 Financial skills vs financial literacy
15:08 The advice gap doesn’t exist
18:30 Different needs of urban and rural communities
26:53 Intergenerational wealth transfer
31:25 Misuses of science in the financial industry
39:19 Critically evaluating research • Books are useless

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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.

In this episode, James and Pete discuss:

00:00 Introducing James Anderson

01:02 Why explore digital advice if traditional is so successful? 

05:00 The process of kickstarting a digital advice journey

08:34 Key decision points for choosing the right provider

12:21 What was the next step in the process • What were the challenges?

17:55 Where will the industry be in another ten years?

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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.

In this episode, Charles and Pete discuss:

00:00 Introducing Charles Walker

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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-advisor relationships, and reshape the advice industry. Matt shares his insights on the importance of seamless digital experiences, the evolution of advisory platforms, and the exciting future of integrating AI into financial services.

00:00 Introducing Mat Grice

00:55 Improving the relationship between clients and advisers

02:22 Pace of change in the financial industry

03:09 Improving communication

04:40 Transparency is the priority for user journeys

05:29 Encouraging collaboration between providers

06:20 How well do providers work together?

07:23 Why is data integration lagging behind in advice industry?

08:40 What role should the regulator play in tech?

10:01 Where will the industry be in in future?

12:46 Early uses of AI and tech in the advice process

16:16 Mat’s golden nugget of advice for platforms

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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.

In this episode, Pete and Mark discuss:

00:00 Intro

01:05 Private equity and manufacturing perspectives

03:11 Access to information damaging custodians of information

05:15 Self directed investors versus financial advisers

08:57 Engaging with future generations

11:08 Investment platforms and advisory models 

13:09 Small companies supported by modern fintech • Regulations

15:50 Should financial tech be regulated?

18:18 Fear of modern tech replacing traditional advice

20:13 Are we at the peak AI hype curve?

24:45 The future of financial advice

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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.

00:57 Consumer duty’s impact

01:31 Charging models for professional services

04:40 Which skills are relevant?

06:16 Interpersonal skills and knowledge gaps

08:13 Financial industry future predictions

10:46 Engaging with modern clients

12:51 Robo-advice with a personal touch

14:48 Regulation’s effect on bad actors

16:36 Future predictions and the impact of tech

19:28 Cash-flow forecasting vs the magic number

20:33 Financial planning and human redundancy

23:27 AI’s supportive role

25:18 Closing the advice gap with tech

26:56 Should financial tech be regulated?

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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.

In this episode, Pete and Asif discuss:

00:00 Introducing Asif Naidu

00:40 Fiscal Engineers’ journey

03:24 What’s the trigger point for transformational change?

05:20 Reviewing processes • Value points

09:25 Difficulties pioneering change

11:28 Technological vs organisational efficiency

13:24 Change effects on clients

14:32 The future of Fiscal Engineers and tech

16:47 Gradual and significant changes in financial industry

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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.

00:00 - Intro

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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.

In this episode, Phil and Pete discuss the following topics:

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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.

In this conversation, Sam and Pete discuss:

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