BWD: In The Know

Dive into an insightful episode of "In The Know," featuring Phil Bray, Founder and Director of the Yardstick Agency, a firm that stands at the forefront of marketing for Financial Planners. 📊 Understanding the Essence of Marketing Unpacking the fundamental concept of marketing…creating opportunities and turning them into cash! 🛑 Busting Myths: Tackling Misconceptions and Limiting Beliefs in Mark...

Discussing the recent Schroders UK Financial Adviser Survey with the brilliant Gillian Hepburn.    5 key topics of conversation explored:   🤖 Evolving Role of AI in Financial Advice : "70% of advisors see AI as an opportunity to enhance efficiency and client service”. 💡 G illian's ‘A-ha’ Moment on Fees : Despite a perceived pressure on fees, "the number of advisers charging b...

We're diving deep into the world of Professional Services with Ian Gibson, Managing Partner at Evelyn Partners. A seasoned expert with 35+ years of experience, Ian discusses the importance of listening, removing the ego, and being a professional chameleon. Plus, he provides us with some honest insights into the current and future world of Financial Services. Hosted on Acast. See acast.com/privacy...

In our 6th instalment, we're diving deep into the world of financial advice with Ben Wright, MD at Changed Squared, a seasoned expert whose 20+ years’ experience provides us with some honest insights into the current and future world of financial services. https://www.linkedin.com/in/benwright/ Hosted on Acast. See acast.com/privacy for more information.

Welcome to another episode of BWD IN THE KNOW, the premier podcast for Financial Services. In the latest instalment, we delve into valuable insights about selling your business with Solicitor Paul Trudgill, Partner at Knights.   Some of the discussion points are:  Managing and protecting against risk When and why do deals fall down? Why get a solicitor involved early? What is involv...

Welcome to another episode of BWD IN THE KNOW. In our 4th instalment, we're diving deep into the world of financial services with John White, Head of Financial Planning at Hurst Point, a seasoned expert who has led some of the largest advice firms.   Here’s a peek into the insightful topics we cover:   Exploring culture & leadership Tackling career challenges Consolidation ...

In our third instalment of IN THE KNOW, we host our first group discussion episode, where we delve into the transformative world of Artificial Intelligence and its potential impact on financial planning and the adviser landscape.   Joining our host James Walker (MD of BWD), we have a stellar lineup of real human guests to discuss AI and its impact on Financial Planning. Gillian Hepburn, the H...

In this insightful second episode, Rob Hammond and John Okafor interview the impressive Katey Walker, Chief Commercial Officer with Aon's Strategy and Technology Group.    Katey shared her unique and insightful perspective on various hot topics from the excitement and expectations of AI and technological advances and the impact on the insurance sector but also the reluctance for change,...

In this insightful episode of BWD IN THE KNOW, hosts John Okafor and Rob Hammond interview the inspiring Linley Baker. A high achiever from Massachusetts, Linley excelled at the Wharton School of Business before launching a successful actuarial career, earning Fellowship in the Society of Actuaries at just 25. After pausing her career to raise her six children in four different countries, she reen...

A short clip from our first episode of BWD: IN THE KNOW. Hosts John Okafor and Rob Hammond interview the inspiring Linley Baker. A high achiever from Massachusetts, Linley excelled at the Wharton School of Business before launching a successful actuarial career, earning Fellowship in the Society of Actuaries at just 25. After pausing her career to raise her six children in four different countries...