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Kavi Myladoor, Retail Commercial and Proposition Director at Just Group, joins the podcast to discuss her journey through the financial services industry, the experiences that shaped her leadership style, and how the advice profession is evolving in response to technology, regulation, and changing client expectations.
Kavi reflects on her upbringing and the influence of her family before sharing how she built a career across major financial institutions. She explains the importance of curiosity, humility, and mentorship in professional growth, and offers insights into how financial advice businesses can evolve to serve more people while maintaining the human relationships that sit at the heart of advice.
In this episode, Kavi discusses:
• Growing up in a close-knit family and how her parents’ story influenced her outlook on life
• The importance of mentors and supporters who believe in your potential
• Why curiosity and asking questions have been central to her career development
• Her journey into financial services and progression into senior leadership roles
• Balancing customer outcomes with commercial objectives when designing financial propositions
• The challenge of the “advice gap” and why many people still lack access to financial advice
• Why advisers need to become more efficient to serve a broader population
• The role technology, digitisation and artificial intelligence will play in shaping the future of advice
• Why the human element of financial advice will remain essential despite technological change
Key takeaway:
Kavi highlights that great leaders don’t need to have all the answers — they need the curiosity and confidence to ask the right questions and continue learning throughout their careers.
By Tom Spencer, Founder - Finden AdvisoryKavi Myladoor, Retail Commercial and Proposition Director at Just Group, joins the podcast to discuss her journey through the financial services industry, the experiences that shaped her leadership style, and how the advice profession is evolving in response to technology, regulation, and changing client expectations.
Kavi reflects on her upbringing and the influence of her family before sharing how she built a career across major financial institutions. She explains the importance of curiosity, humility, and mentorship in professional growth, and offers insights into how financial advice businesses can evolve to serve more people while maintaining the human relationships that sit at the heart of advice.
In this episode, Kavi discusses:
• Growing up in a close-knit family and how her parents’ story influenced her outlook on life
• The importance of mentors and supporters who believe in your potential
• Why curiosity and asking questions have been central to her career development
• Her journey into financial services and progression into senior leadership roles
• Balancing customer outcomes with commercial objectives when designing financial propositions
• The challenge of the “advice gap” and why many people still lack access to financial advice
• Why advisers need to become more efficient to serve a broader population
• The role technology, digitisation and artificial intelligence will play in shaping the future of advice
• Why the human element of financial advice will remain essential despite technological change
Key takeaway:
Kavi highlights that great leaders don’t need to have all the answers — they need the curiosity and confidence to ask the right questions and continue learning throughout their careers.