Inside Wealth

Welcome back to the Executives in Wealth Management podcast. 

In this episode, your host, Thomas Spencer, was joined by Nick Stebbing, whose most recent role was the Chief Operating Officer at Saltus. 

They had a fascinating discussion, touching on Nick’s background before diving into his experience of implementing a lean management approach and vertical integration, as well as his focus on diversity and well-being at work. 

Listen along to gain valuable insights into the people inside 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 & Selection

Welcome back to Executives in Wealth Management podcast. 

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Welcome to the 20th episode of The Executives in Wealth Management Podcast!

This week, your host, Thomas Spencer, was joined by Daniel Baade, the CEO of Dyer Baade & Company, which is an independent corporate finance boutique. 

Daniel has had a fascinating career in the wealth management space, including publishing a number of books before joining the corporate world. 

Now he is leading a company that is at the forefront of the consolidation space, and has valuable insights for leaders and founders who are going through the consolidation process. 

The pair discussed the skills that companies need to effectively drive growth and sales, as well as Daniel’s own professional history. 

Listen in for a fantastic episode with a fascinating guest.

Welcome back to the Executives in Wealth Management podcast. 

In this episode, your host, Thomas Spencer, was joined by Justine Randall, the Chief Commercial Officer at Tatton Investment Management Limited, to discuss the importance of effective leadership.

They dove into Justine’s life and story, from her early life through her fascinating career in the wealth management space. 

They also covered the theme of growth that has run through Justine’s career, both on a personal and managerial level. 

Listen in for another great conversation.

Welcome back to another episode of the Executives in Wealth Management podcast.

In this episode, your host, Thomas Spencer, was joined by Robert Gardner, the Co-Founder of Redington and Co-CEO and Co-Founder of Rebalance Earth. 

The pair talked about Robert’s fascinating international background, his insights into the wealth management industry and the advice he’s gathered along the way, before diving into the mission behind Rebalance Earth. 

Listen in to learn how to use your wealth to benefit not only your future, but the future of the planet. 

Welcome to Episode 17 of the Executives in Wealth Management podcast.

Thomas Spencer was joined by Heather Hopkins, the Managing Director at NextWealth. They talked about Heather’s unconventional career path, moving from research and analysis into the wealth management space. 

They also touched on the process of establishing Heather’s company, including the importance of her network and support system during that time.  

Listen in for another brilliant conversation. 

Welcome back to the Executives In Wealth Management podcast.

Episode 16  featured a conversation between your host, Thomas Spencer, and Ruth Sturkey, a Business Coach for Financial Planning Business Owners and the Chair at the Institute for Financial Wellbeing. 

They talked about the motivation behind Ruth creating her own business, and why ethical money management is so important to her. 

They also touched on how wellbeing can be implemented in your own business, as well as for your customers. 

Tune in for another fascinating conversation!

Welcome back to the Executives In Wealth Management podcast.

In Episode 15 your host, Thomas Spencer, was joined by David Ferguson, the CEO at Seccl. The pair dove into David’s professional background and experiences in the wealth management sector, covering how he got into the industry and his time at Nucleus Financial. 

They also touched on his leadership lessons, how he uses a company vision to motivate his team and the challenges of managing in the wealth management space. 

Tune in for another fascinating conversation!