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No one should have to use a dictionary to decode investment advice or need a PhD to understand a pension or super statement. So why is the language of financial services still such a mystery?
Upfront asks: How can we make financial services more accessible to everyone?
Julia Newbold, former editor of Money Magazine Australia, and Charlie Corbett, director at the Plain Speaking Institute UK, give us their no-bullsh*t views on the language of financial services and provide advice on how the industry can be more helpful to more people.
What's your opinion on the language of financial services? Tell us at [email protected].
Get bonus content from this episode - including our free guide to building a financial services business that speaks to people. on the upfront blog: iress.com/upfront.
Follow us on LinkedIn: https://www.linkedin.com/company/iress/
See omnystudio.com/listener for privacy information.
Take a quick trip around the online world of financial services, and it gets hard to differentiate one wealth manager or investment bank from the next. There’s a lot of blue. Blue logos. Blue websites. Blue ties. And let’s not forget the men in blue suits!
Upfront asks: Do financial services have to be so predictable?
Michael Gough, Strategy Director at brand and design agency Sparks, and Julia Streets, CEO at Streets Consulting, give us their take on that question. Find out what financial services businesses need to do to become more distinctive and memorable and why connecting with younger, more diverse communities will help the industry solve one of its biggest challenges.
Do you think financial services are predictable? Tell us at [email protected].
In the mood for more? Get extra content from the episode - including more from our guests plus our free guide to building a financial services business that stands out. Head straight to the Upfront blog: iress.com/upfront.
Follow us on LinkedIn:
https://www.linkedin.com/company/iress/
See omnystudio.com/listener for privacy information.
This is Upfront. The podcast hosted by comedian Olga Koch that features bold and frank conversations about what's right - and wrong - with financial services today.
Subscribe and follow now so you never miss an episode and tell us about your experiences of working in the industry at [email protected] and get even more Upfront with us on the blog iress.com/upfront
See omnystudio.com/listener for privacy information.
From the publisher's feed
Listen up! The award-winning, hard-hitting financial services podcast from Iress is back for Series 3.
Emmanuel Asuquo is a financial adviser, TV personality, author and now the new host of Upfront!
He’ll be asking the questions that nobody else is asking and getting guests to drop some serious gems to help you shine.
Series three is full of upfront conversations that everyone in financial services needs to hear, like:
What do the most successful financial advisers do differently? Are financial services doing enough to help neurodiverse people? Is a fear of maths and numbers putting people off finance? Does digital transformation cause more problems than it solves? Do you have to get up at 5am to be productive? Is it getting harder to make customer experience a priority?
As always, expect honesty, expect humour. Just don’t expect it to sound like any other financial services podcast.
The first episode of Season 3 releases on Wednesday 26th June, and then every two weeks from then. Subscribe to Upfront so you never miss one. Get in touch at [email protected] and visit the blog at iress.com/upfront.
Upfront is a 10-part series from Iress, the people behind the world-leading financial services software.
Find us on LinkedIn: linkedin.com/company/iress and at www.iress.com