The Effective Adviser

In this episode, Ben Wright talks to Adam Geddes of Paul Geddes Wealth Management about the sudden death of his father, Paul. The loss of a loved one can be hard at any time, but if that loved one is also your boss, mentor, and the principal of your firm it makes things even harder. Throw in the start of the pandemic and you’ve got a perfect storm. Adam shares his experiences of dealing with the d...

In this episode, Ben Wright discusses important things to consider and the potential pitfalls of moving national, network or service provider with Paul Day of Network Consulting. Network Consulting are an independent firm helping advisers and advice firms find the best network or support provider for them. There has been a lot of change in the national and network space recently, so it seemed the...

In this episode, Ben Wright talks to Stephen Baxter, Founder and now Managing Director or Robertson Baxter, an IFA firm based in Huddersfield (not Wakefield as we said in the intro - sorry Robertson Baxter!) Steve has successfully made the transition from financial adviser to business owner; something which many advisers talk about but most struggle to do. Steve shares his story “warts and all” as...

This episode has been a while in the making but it's finally here! I've talked about Conquest Planning several times on the podcast and today I'm finally joined by Rob Tedder, Conquest's UK Account Manager. In this episode: We take a closer look at how Conquest works Discuss the benefits of using AI as a tool Addressing some of the concerns people (especially compliance departments...

We’re back, and for Change Squared’s 1 year anniversary, we’ve got a special treat for you! In this episode, I interview AI powered language model and internet sensation, ChatGPT. We talk about what ChatGPT is, what it can do, how it can make financial advisers more effective and its predictions for the future. As ChatGPT has access to pretty much all information from human history, I also take th...

In this episode I caught up with Jane Hodges, founder of MoneyHoney, a completely online financial advice business. Jane shares how she can effectively work from anywhere in the world, why an office is an outdated concept, the benefits to customers a dealing with a digital business and the coolest place she's ever given advice from. Any adviser who wants to be in business 5 years from now will...

In this episode, I share my experience of attending the Empowering Advice Through Technology (#EATT2023) conference, talk through some of the most disruptive technology on display and chat with FTRC founder and conference host, Ian McKenna, on some of the developments that will very rapidly change the financial advice industry forever! Here's the link to our previous episode on confirmation bias:...

Hello and welcome to The Effective Adviser podcast from Change Squared. In this episode we look at how the principles of using a self checkout in the financial advice process could lower your costs of factfinding by 99%. You can find the link to the M&G report "Family Wealth Unlocked" here: https://tinyurl.com/mrxcydvw . If you find this podcast interesting, please subscribe to ensure you get...

Welcome to The Effective Adviser podcast. With Christmas only a few days away, we wanted to give you a quick festive message and a sneak preview of what's to come in 2023. Thank you for all your support. Merry Christmas and a happy New Year! To find out more about Change Squared, visit www.changesquared.com

Welcome to The Effective Adviser podcast! In this episode we explore Confirmation Bias and how it can adversely impact your decisions without you knowing. We also cover how to identify Confirmation Bias, provide some examples of how biases could be affecting your business and give some tools and techniques to overcome your own biases and make more rational decisions. For more information on Confir...

Hello and welcome to The Effective Adviser podcast!  In this quick intro, we'll let you know what to expect from the show. Subscribe now to ensure you get every new episode as soon as it's released. Ben