Continuing our focus on women in financial services, we welcome Uinsure's Chief Partnership and Marketing Officer Lauren Bagley to discuss her journey and key industry challenges and opportunities 

With International women's day we kick of this series by focusing on women within financial services, how they have met challenges and taken opportunities to grow influential careers and used key strategies such as client focus, business development and compliance to forge success in their professional lives 

This episode focuses on Roland's intrepid journey as a pioneer in practice management technology and how back office tech can help adviser firms overcome challenges and encourage healthy and high quality data to be used to ensure compliance, client-centricity and sustainability 

Listen in to more on our series with award winning financial planning CE Andrew Elson on his journey, how Berry and Oak are thriving through these uncertain times and what makes compliant and client centred professional practice 

Listen into the how the power of digital networking can help your business and compliance challenges by bringing a meeting of minds across the industry and supporting firms on-going compliance, client and business professional development needs. 

We investigate the trouble with PII and are delighted to have Steve Ray to discuss his deep expertise in the insurance sector, key challenges retail investment advice firms face, but most importantly what can be done to aid and support the industry to develop solutions to deep challenges such as the DB pension transfer saga, a pandemic and Brexit. 

We welcome Nick Eatock CE Intellifo, to discuss how his technology can enable governance, risk and compliance practice within retail investment advice firms. Focusing on his journey to build Intelligent Office (iO) and how practice management technology acts as an enabler to professional practice.  

We discuss with Nick his journey to become a leading voice and advocate for financial planning, challenges faced across compliance and covid19 pandemic, his gamy leg and how he views the future of the industry 

We begin our financial planning and wealth management industry practitioners episodes with Capital Asset Management's CE Alan Smith and Compliance Officer Charles Riches talking all things business strategy, collaboration, compliance practice and technology as an enabler for the missing middle office...

Listen in for top tips on research and due diligence, evidence based practice, embedding suitability and client segmentation strategies plus how to take care of yourself and your business through challenging times...