BWD: In The Know

We're excited to share our latest episode featuring a fascinating conversation with George Kinder, the father of the life planning movement and renowned author. In this episode, George delves into his early influences, the origin of life planning, and offers a glimpse into the future. Key topics include:

• Early Influences and Spirituality: Growing up in rural Ohio and how his formative years shaped his approach to life and financial planning.
• The Essence of Life Planning: Understanding why listening to a client's deepest aspirations is crucial before any financial planning can take place.
• Introducing His Latest Book: Unveiling "The Three Domains of Freedom," which explores mindfulness, the mastery of the present moment, and the concept of a fiduciary culture that promotes trust and humanity in all institutions.

Additionally, we have a special segment called "Kinder Surprise," where I ask George three thought-provoking questions.

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We're delighted to bring you another Ask the Actuary Special episode of BWD’s In The Know podcast, with LCP’s Bart Huby (the Football Actuary).

Bart is an actuary with over 40 years’ experience in the pensions industry, but he’s managed to combine his passion for data science and Sport - in particular, football (or soccer for those of you in the States! - as Head of Sport Analytics at LCP, involved in developing and marketing LCP’s innovative soccer player recruiting platform, TransferLab, in partnership with leading football consultancy Analytics FC.

He qualified as an actuary in 1989 but has never stopped learning, gathering two MBAs in Finance during his career – one focussed on the Football Industry.

Listen to Bart’s actuarial journey and hear him advise nearly/newly qualified actuaries to “Be curious…create a personality for yourself…and get out of your comfort zone.”

And finally, Bart quotes from Steve Parish (owner of Crystal Palace Football Club) “Look after your body as well as your mind…”

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We're excited to share the full episode featuring Dave Robinson FCCA APFS MCSI TEP LLAA IMC.

While many of you may skip ahead to the SJP discussion (1hr35), we encourage you to listen to the entire episode.

In the first part, Dave shares his career highs and lows, offering valuable insights into why his belief system is deeply rooted in Independent Financial Planning, without conflict.

Dave is a fascinating guest and a great sport, allowing me to ask him any question. It was a pleasure to sit down with him, and since we didn't cover all the areas we wanted to, we have a sequel planned for mid-July.

Enjoy!

#financialplanning #IFA #FinancialAdvice #SJP

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In this engaging conversation, Ed takes us through his career from aspiring car designer to a leading figure in financial services.

Key topics discussed:

🌟 Career Evolution: From creativity in car design to strategic leadership in financial services.

🥊 Adapting to Change: "Everyone has a plan until they get punched in the face." – Ed shares insights on navigating industry shifts.

📈 Benchmark's Vision: How Benchmark supports financial planners and their growth journey.

🚀 Breakaway Advisors: The rise of advisers starting their own practices and how Benchmark supports them.

✨ Magic Wand: If given a magic wand, what one thing would Ed change in the profession?

Valuable insights for financial planners and those connected to the industry!

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We're excited to share our latest episode featuring a fascinating conversation with Liz Frazier-Peck, a fee-only Certified Financial Planner and author of "Beyond Piggybanks and Lemonade Stands."

In this episode, Liz delves into her unique career in financial services and her passion for financial education for kids. Key topics include:

• Career Path: From growing up with a financial planner mom to becoming a leading financial expert herself.
• Financial Education for Kids: The importance of teaching finance at a young age and practical tips for parents.
• Commission vs. Fees: An amusing story about Liz's early passion for fee-only financial planning.
• Client Trends: Observations on changing client needs and the impact of COVID-19 on financial planning.
• Technology in Finance: The impact of digital transactions on children's understanding of money.

I hope you enjoy this episode. Be sure to like and subscribe for more content.

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In this episode, Ben takes us through his journey in financial services, from his early days as an actuary to leading innovation at Wealth Wizards.

Key topics include:

👨‍💼 Career Path: From the Edinburgh Fringe Festival to actuary to CEO, Ben's career and the lessons learned.

💡 Wealth Wizards' Mission: Making financial advice accessible.

📊 Guidance vs. Advice: Insights on the Advice Guidance Boundary Review.

🤝 Consumer Trust: Building trust and driving engagement in the digital age.

This episode is packed with valuable insights and a timely update on the Advice Guidance Boundary Review!

Special thanks to Ben for sharing his passion for making advice accessible.

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Join us as Guy Skinner, Director at Citygate Financial Planning, shares his insights on starting solo, building a team, and working with the "Henrys". Topics covered include:

• Team Growth & Strategy: From one to a powerhouse
• Charging Structure: Guy’s approach to client fees
• Client Relationships: Mastering transitions and trust
• Personal Drive: How personal history shapes professional passion

🙏 A special thanks to Guy for his openness and sharing his expertise.

#FinancialPlanning #Leadership #CareerGrowth #Podcast

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Let Tess take you on her actuarial journey from failing her probation as an actuarial trainee at WTW to becoming UK Wealth Strategy Leader (a job title she made up herself!) and Partner at Mercer – via investment consultancy, Head of Retirement Practice (or as Tess puts it “the proper actuaries”) in Manchester, DC Leader for the North, and UK People Leader responsible for people strategy and colleague development (a role she held during the pandemic!)

And hear her advice to nearly/newly qualified actuaries, including “Just say ‘Yes’ to opportunities!” and “Don’t worry…it’ll all work out…it’s just work at the end of the day!” and all about her famous Twitter #WorldCup of…Cocktails, Christmas Songs, Bakery, etc., which, of course, has a fully audit-trailed spreadsheet for each competition!

A huge thank you to Tess for her time and for sharing her actuarial journey.

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🚀 Latest BWD In The Know Episode: Business Exit Strategies Uncovered 🎧

In this episode, we explore the intricate world of exiting a business, focusing on innovative strategies that go beyond the traditional. Join us as we delve into:

🤝 Employee Ownership Explained: Chris shines a light on Employee Ownership, where founders sell to a Trust, reaping benefits like zero capital gains tax, and why it's on the rise.

❤️ The Value Beyond Tax Breaks: Discover the heartfelt reasons behind choosing Employee Ownership, from safeguarding legacy and culture to staying involved on your own terms.

🔍 Future Implications: With potential shifts in governance on the horizon, we dissect how changes in capital gains tax could reshape exit strategy landscapes.

This discussion is a must-listen for business owners pondering their next steps...

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We are delighted to bring you another "In The Know" episode featuring Alan Smith ➡️ CEO of Capital Asset Management 🌟. Join us as we explore:

🌱 Core Values: Alan discusses how core values such as family, travel, adventure, learning, and giving back, not only guide his personal life but also his professional practice. 

🚀 Podcast Gems: "Bulletproof Entrepreneur" highlights key entrepreneur traits: resilience, vision, and innovation.

🔍 Pricing Models: Hear Alan's move to value-based subscription models, moving beyond traditional AUM fees. Alan discusses the shift to pricing that reflects true value delivered to clients. Explore the transformation:

• Fee Model Masterclass
• Value-Based Advisory Blueprint

🤖 AI's Role in Financial Planning: Artificial Intelligence in financial planning, from streamlining data processing to elevating client service. Alan stresses a cautious yet strategic embrace of AI, highlighting the importance of data security and compliance. Learn more:

• Implement AI in Financial Planning

🎧 An essential episode for Financial Planners and anyone interested in entrepreneurship, technology, and personal growth.

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