Wealth Podcast

Wealth Proposition Director David Owen is joined by Jonathan Miller of Miller James Financial Planning to talk about demonstrating and evidencing value.

This week I speak to giants of financial planning, Ruth Sturkey and Chris Budd. They are just two of the leviathans of the profession behind the new Institute of Financial Planning (IFW).

Evidence Based Investing. In this podcast, Robin covers the book and how you can use it for your clients – especially for bridging the inter-generational wealth gap.

This week I speak to a legend of recruitment within the industry and profession, Paul Harper about his book. It’s short and covers key information for firm principles.

Claire Evans is quite simply THE best Voyant user in the UK – and – with a family business in 2Plan, is very close to professional financial planning in action. In this week’s, The Openwork Partnership Financial Planning Podcast, I speak to Claire about the exciting new venture.

Paolo Rosolek, our very own, WPC member, 160 press-ups a morning man, SOLLA member and life-cantered financial planner is our guest this week.  It is a podcast not be missed - please enjoy!!

This Week’s Podcast:  Episode 2, features Dr Louis Williams, who has carried out research of consumer behaviour during and after the advice process, shares his findings with us.  This is especially important in the context of Consumer Duty, the new regulatory framework that we will all be working under.