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Inside Wealth
By Tom Spencer, Founder - Finden AdvisoryBusiness
Inside Wealth episodes
- Creating Shared Visions in Wealth Management - Episode 34 - Verona Kenny
In this episode, your host, Thomas Spencer, was joined by Verona Kenny, the Ex Managing Director, Intermediary at 7IM, to discuss her varied, global career in wealth management.
The pair also touched on the importance of building a positive culture within your business, how to bring your entire team on the same journey, and the mindset shifts that come from moving from subject matter expert to industry leader.
Listen along to discover more about international wealth management teams.
The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.
To learn more follow the link below: Signia Search & Selection
59 min - Attracting Young People to Financial Services - Episode 33 - Mark Polson
Welcome back to the Executives in Wealth Management podcast.
In this episode, your host, Thomas Spencer, was joined by the CEO and Founder of The Lang Cat, Mark Polson, to talk about his passion for theatre and financial planning.
They also talked about the state of the market, why Mark was inspired to start his business and the importance of bringing young talent into the industry.
Listen in to find out more about unique careers within the wealth management sector.
The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.
To learn more follow the link below: Signia Search & Selection
1 hr 15 min - Leadership to M&A Advisory- Episode 32 - Andy Cumming, Partner - Catalyst Partners LLPWelcome back to the Executives in Wealth Management podcast.In this episode, your host, Thomas Spencer, was joined by Andy Cumming, a Partner at Catalyst Partners LLP, to talk about the different opportunities that exist across the wealth management sector.They also discussed the variety of investment opportunities and deal structures that Andy has experienced during his career.Tune in to discover more about the investment and sales side of financial services.The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.To learn more follow the link below: Signia Search & Selection1 hr 6 min
- A short history of the advice market - Episode 31 - John Cowan, Chair of the Sesame Bankhall GroupWelcome back to the Executives in Wealth Management podcast.In this episode, your host, Thomas Spencer, was joined by John Cowan, the Chair of the Sesame Bankhall Group, to discuss the financial advice industry and how it has changed since the beginning of his career.They also talked about John’s early life and the impact that his father had on his career.Tune in to find out more about the changes happening in the financial services sector.The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.To learn more follow the link below: Signia Search & Selection1 hr 15 min
- Using AI in Financial Planning- Episode 30 - Andrew Storey, Group Innovation Director at EV Financial Services
Welcome back to the Executives in Wealth Management podcast.
In this episode, your host, Thomas Spencer, was joined by Andrew Storey, the Group Innovation Director at EV Financial Services, to discuss the impact of technology on financial planning services.
They also talked about Andrew’s professional background and his path into financial services.
Listen in to learn more about using AI in wealth management.
The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.
To learn more follow the link below: Signia Search & Selection1 hr 3 min - Learning Beyond Your Comfort Zone - Episode 29 - Thomas Dudley, Founder of The Compliance PlatformWelcome back to the Executives in Wealth Management podcast.In this episode, your host, Thomas Spencer, was joined by Thomas Dudley, former CRO at both Novia and Parmenion, who recently Founded The Compliance Platform, to talk about the best ways to progress in the wealth management sector.They also discussed Thomas’s experiences in the financial space, including topics such as leadership vs management, creating structure and taking accountability.Listen in to find out more about developing a career in the wealth management industry.The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.To learn more follow the link below: Signia Search & Selection1 hr 2 min
- Adopting Automation & AI - Episode 28 - Chris Davies, Founder of Model Office
In this episode, your host, Thomas Spencer, was joined by Chris Davies, the Founder of Model Office, to discuss the impact of adopting new technologies in the wealth management sector.
The pair also talked about Chris’s professional background, from his early jobs in banks to pushing for technological advancements in recent years.
Listen in to find out more about the role of technology in wealth management.
The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.
To learn more follow the link below: Signia Search & Selection
1 hr 9 min - Maintaining Ambition in Wealth Management - Episode 27 - Jackie Boylan, Global Head of Investor Servicing at Fidelity International
In this episode, your host, Thomas Spencer, was joined by Jackie Boylan, the Global Head of Investor Servicing at Fidelity International, to talk about navigating a career in the wealth management space.
They also discussed Jackie’s route into the wealth management sector, the importance of maintaining a diverse team, and the difference between Australian and British financial advice services.
Listen in to learn more about careers in wealth management.
The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.
To learn more follow the link below: Signia Search & Selection
59 min - Customer Focused Leadership - Episode 26 - Gillian Hepburn, Commercial Director at Benchmark CapitalWelcome back to the Executives in Wealth Management podcast.In this episode, your host, Thomas Spencer, was joined by Gillian Hepburn, the Commercial Director at Benchmark Capital, to discuss effective leadership in the wealth management industry.They also explored the importance of understanding your customers and how you can shape your proposition to meet their goals, as well as Gillian’s work with women’s groups in the sector.Listen along to learn more about diverse approaches to leadership wealth management.The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.To learn more follow the link below: Signia Search & Selection56 min
- Championing 10,000 Black Interns - Episode 25 - Stuart Breyer, Chief Executive Officer at mallowstreet
Welcome back to the Executives in Wealth Management podcast.
In this episode, your host, Thomas Spencer, was joined by Stuart Breyer, the Chief Executive Officer at mallowstreet.
They talked about the importance of authentic leadership, the role of AI in the wealth management industry and wider society, and the story behind the 10,000 Black Interns project that Stuart is a part of.
Listen along to learn more about leadership in the wealth management industry.
The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.
To learn more follow the link below: Signia Search & Selection57 min
About Inside Wealth
From the publisher's feed
The purpose of the Inside Wealth podcast is to provide our listeners with an insight into the mind and makeup of the most successful Leaders, Disruptors, Entrepreneurs and Relationship Managers in the…
market. By holding conversations with a diverse range of guests, we hope that our listeners will come away with new concepts and ideas which they can implement into their own professional lives. This cover topics such as leadership, personal well-being, time management skills, influencing skills, etc.