IFA Talk

Podcast #61: Is 2023 the year of the bond? Talking Fixed Income with Robert Alster, CIO, Close Bros AM.

In this week’s IFA Talk Podcast, Sue and Brandon are talking Fixed Income with this week’s guest, Robert Alster, CIO of Close Brothers Asset Management. 

Podcast #60: Finding your niche as an adviser – the benefits of being a specialist adviser with Macey Greenall DipPFS

While many financial advisers and planners are generalists, others prefer to specialise in advising particular groups/professions – and they will often gain real synergies from doing so. Their specialism could be in advising dentists, teachers, doctors etc. But what are the benefits of having such specialist knowledge about particular types of professionals or individuals? 

No, Sue Barker hasn’t made a comeback via IFA Talk,  but on this week’s IFA Talk Podcast, Brandon and (our) Sue’s guest is ideally placed to answer that question. She is Macey Greenall DipPFS, a financial adviser at Key Financial Wealth Management Ltd.   

Podcast #59: Why do clients choose to HIRE a professional adviser? With Morningstar’s Samantha Lamas and Danielle Labotka

Samantha Lamas, Senior Behavioural researcher and Danielle Labotka, Behavioural Scientist at Morningstar, have returned to discuss yet another element of their research with Sue and Brandon. 

This time, Samantha and Danielle have been delving into the reasons why clients might decide to HIRE a professional financial adviser in the first place. 

Podcast #1 Mortgage and Property Monthly: Is AI here to replace or assist mortgage advisers? With Smartr365’s Thora Kehoe

In this, our very first Mortgage and Property special episode, we’re taking a look at the role which artificial intelligence – or AI – might play within the advice community. Brandon and Sue’s guest this week is mortgage tech guru, Thora Kehoe. 

Thora is Chief Product Officer at mortgage tech platform Smartr365 – an end-to-end mortgage and protection platform connecting advisers, estate agents and home buyers.

Podcast #58: IHT planning, PETs and the importance of gift cover - With financial adviser, Jonathan Morris.

On this latest IFA Talk Podcast  we’re talking IHT planning, but with particular focus on the importance of Gift Cover – and we’re using that term purposely, as opposed to Gift Inter Vivos Life Insurance. That’s because there are some technical intricacies here that we explore in the conversation.

Sue and Brandon’s guest this week is an adviser who’s an expert in these matters and it’s Jonathan Morris, Senior Associate at specialist protection assurance adviser, John Lamb Hill Oldridge.  

Podcast #57: Mind the Gender Pensions Gap - with Caitlin Southall, Curtis Banks

In this insightful conversation, Caitlin Southall outlines not only the crux of the gender pensions gap problem, something she is clearly very passionate about, but also some of the ways in which a multi-faceted approach – with providers, the advice community and government working together – could look to help solve it. 

Podcast #56: Tales of the Unexpected - Global market analysis with a difference, with Bill Blain

What’s really going on in today’s global markets?  On today’s IFA Talk, Sue and Brandon wanted to get to the bottom of some of the main things which might be on advisers’ minds just now. 

Refreshingly, you can forget technospeak and market jargon, today’s guest is Bill Blain, Strategist at Shard Capital, which guarantees an honest and properly down to earth assessment of what’s going on.

Podcast #55: Health and mental health in the workplace – why it matters and what you can do about it. With Amy McKeown

Today on IFA Talk, Sue and Brandon are looking at a hugely important subject– and that is health, wellbeing and mental health in the workplace. 

Their guest, the fabulous Amy McKeown, is an award-winning Mental Health, Health & Wellbeing specialist consultant. As you will hear in this podcast, Amy is full of very powerful, practical yet straightforward tips to help kick start your strategy and ensure that your needs, including those of your business and your team, are being properly met.  

Podcast #54: Theory Vs Reality – why markets don’t follow the textbooks with Jordan Sriharan

On this week’s IFA Talk podcast, Brandon and Sue welcomed back Jordan Sriharan. Jordan is a fund manager on the multi asset team at Canada Life Asset Management.

Jordan discussed market theory vs market reality, the lagged impact of monetary policy and what it means for investors and finally he delved into the state of the economy and the looming threat of a recession. 

 

Podcast #53: How and why modern Equity Release plans deserve to be taken seriously - with Key’s Will Hale

In this week’s IFA Talk conversation, Sue and Brandon will be getting into the detail of why today’s equity release products are so different, with this week’s guest,  Will Hale – CEO of Key Later Life finance.