BWD: In The Know

Dive into an insightful episode of "In The Know," featuring Phil Bray, Founder and Director of the Yardstick Agency, a firm that stands at the forefront of marketing for Financial Planners.

📊 Understanding the Essence of Marketing

• Unpacking the fundamental concept of marketing…creating opportunities and turning them into cash!

🛑 Busting Myths: Tackling Misconceptions and Limiting Beliefs in Marketing

• Discussing the common myths and misconceptions that prevent Financial Planners from fully embracing effective marketing strategies.

📈 Essential Strategies for Financial Planners

• Gaining insights into the top three actions Financial Planners should undertake to bolster their digital footprint, and effectively leverage referrals and recommendations.

🌐 The Significance of Digital Presence and Social Proof

• Discovering the critical importance of establishing a robust digital presence and the role of social proof in attracting and retaining clients.

This episode is a must-listen for Financial Planners eager to grasp the intricacies of marketing.

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Discussing the recent Schroders UK Financial Adviser Survey with the brilliant Gillian Hepburn. 

5 key topics of conversation explored:

• 🤖 Evolving Role of AI in Financial Advice: "70% of advisors see AI as an opportunity to enhance efficiency and client service”.
• 💡 Gillian's ‘A-ha’ Moment on Fees: Despite a perceived pressure on fees, "the number of advisers charging between 0.5% and 0.75% had actually increased".
• 📜 Navigating Regulatory Challenges: "49% of advisers citing regulation as a main concern”.
• 🔄 Wealth Transfer and Engagement Strategies: Despite "63% of advisers being concerned about wealth transfer many lack a proactive strategy to engage with the next generation”.
• 👥 Adviser Gender Preferences: Revealing that "76% of women indicate that the gender of their financial adviser is not a priority; what matters most is trust and understanding”.

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In our 6th instalment, we're diving deep into the world of financial advice with Ben Wright, MD at Changed Squared, a seasoned expert whose 20+ years’ experience provides us with some honest insights into the current and future world of financial services.

https://www.linkedin.com/in/benwright/

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Welcome to another episode of BWD IN THE KNOW, the premier podcast for Financial Services.

In the latest instalment, we delve into valuable insights about selling your business with Solicitor Paul Trudgill, Partner at Knights.  

Some of the discussion points are: 

• Managing and protecting against risk
• When and why do deals fall down?
• Why get a solicitor involved early?
• What is involved from a legal perspective?

If you enjoy the episode, don't forget to subscribe, rate, and leave a review!

If you would like to know more about the M&A market, please get in touch with Dave ([email protected])

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Welcome to another episode of BWD IN THE KNOW. In our 4th instalment, we're diving deep into the world of financial services with John White, Head of Financial Planning at Hurst Point, a seasoned expert who has led some of the largest advice firms.

Here’s a peek into the insightful topics we cover: 

•  Exploring culture & leadership
• Tackling career challenges
• Consolidation 
• The future of advice
• Time to give back

https://www.linkedin.com/in/john-white-516b481b/

https://bwd-search.com/

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In our third instalment of IN THE KNOW, we host our first group discussion episode, where we delve into the transformative world of Artificial Intelligence and its potential impact on financial planning and the adviser landscape.

Joining our host James Walker (MD of BWD), we have a stellar lineup of real human guests to discuss AI and its impact on Financial Planning.

• Gillian Hepburn, the Head of UK Intermediary Solutions at Schroders
• lan McKenna, the Founder and Director of FTRC
• Ben Hampton, CEO of Wealth Wizards

Topics Covered:

• Current State of AI Integration (Based on the Pulse Report)
• Future Prospects of AI Integration (Based on the Pulse Report)
• Balancing AI's Threats and Opportunities
• Practical Applications of AI
• Ethical, Regulatory, and Big Tech Challenges
• The Future of Traditional Financial Planning

So, will AI terminate traditional financial planning? Let's find out.

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In this insightful second episode, Rob Hammond and John Okafor interview the impressive Katey Walker, Chief Commercial Officer with Aon's Strategy and Technology Group. 

Katey shared her unique and insightful perspective on various hot topics from the excitement and expectations of AI and technological advances and the impact on the insurance sector but also the reluctance for change, to the importance and difference of inclusion and representation within a changing but still very male-dominated industry. 

Katey Walker has twenty years of experience in the property/casualty industry as a consultant and in Executive and Senior Management roles for Top 10 insurance companies. In addition, Business Insurance honoured Katey as a Women to Watch 2022. 

BWD IN THE KNOW explores and delves into critical topics such as diversity, equity, and inclusion (DE&I), culture, market changes, trends and future planning, and of course, the dynamic world of recruitment. Listeners can expect to gain a deeper understanding of market trends, hear real-life success stories, and get practical advice on navigating the ever-changing job market. 

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In this insightful episode of BWD IN THE KNOW, hosts John Okafor and Rob Hammond interview the inspiring Linley Baker. A high achiever from Massachusetts, Linley excelled at the Wharton School of Business before launching a successful actuarial career, earning Fellowship in the Society of Actuaries at just 25. After pausing her career to raise her six children in four different countries, she reentered the professional world in 2012, rising to the position of vice president within five years. Linley advocates for unconventional career paths and shares her wisdom in her motivational book, "Don't Be Afraid to Do What You Really Want to Do – Reach All Your Life Dreams". Join us for this captivating conversation about life, career, and achieving your dreams.

BWD IN THE KNOW will explore and delve into critical topics such as diversity, equity, and inclusion (DE&I), culture, market changes, trends and future planning, and of course, the dynamic world of recruitment. Listeners can expect to gain a deeper understanding of market trends, hear real-life success stories, and get practical advice on navigating the ever-changing job market.

Watch the video version here

Find Linley's books here

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