In this Podcast on Tour episode, we're joined by Kate Phillips, Head of Sales at Timeline, for an open, upbeat conversation on what's really going on inside advice firms today. Kate shares her journey into the profession, why she's passionate about making financial planning more inclusive, and the work she's doing to support women across the sector. From information overload to the power of finding your tribe, this chat goes beyond product talk and gets to the heart of what helps advisers thrive, both in business and in life.

Packed with energy, honesty and ideas, this one's well worth a listen.

Connect with Amanda Ford

Connect with Kate Phillips