IFA Talk

Podcast #52: Why do clients decide to fire their adviser? With Morningstar’s Samantha Lamas and Danielle Labotka

In our latest IFA Talk podcast, we’re delving into the world of behavioural finance – to explore some of the reasons which lie behind clients’ decisions to part company with their financial adviser.

Sue and Brandon were delighted to welcome two guests from Morningstar who have particular expertise in the subject. Samantha Lamas, Senior Behavioural researcher and Danielle Labotka, Behavioural Scientist, both based over in the USA. 

Podcast #51: Powering your advice business through using the latest technology – With Fintel’s Co-CEO, Matt Timmins

At IFA Magazine, we know that adviser-focused technology is always of interest to our readers and podcast listeners. We’re pretty sure you’ll enjoy listening to Sue and Brandon’s conversation with this week’s IFA Talk Podcast guest, Fintel’s CO-CEO, Matt Timmins. 

Podcast #50 - Getting under the bonnet with added value benefits of protection policies and why they’re too important to ignore: with HSBC Life’s Mike Furniss

On this episode of IFA Talk, Sue and Brandon welcome HSBC Life’s Mike Furniss as they explore the valuable extra benefits of modern protection policies - and how it isn’t always just new policies that can enjoy these valuable benefits.

Episode #49 - Foresight VCT’s Hugi Clarke discusses benefit VCT investment can have on a client’s retirement

On this week's episode of IFA Talk, Brandon and Jac talk to Hugi Clarke, partner at Foresight VCT about the growth of VCT investment and the benefits it can have for retirement.

Podcast #48: An alternative to consolidators - Angus MacNee highlights the impact Validpath is having on the advice sector

On this week’s IFA Talk, Brandon and Jac talk to Angus MacNee, CEO of Validpath, whose network over the past 20 years has helped 100s of IFAs and IFA businesses to operate and thrive across the UK.

They recently launched their alternative to consolidators, a do-it-yourself option called ‘Succession Solution” for those advisers looking to sell their business or retire. We caught up with Angus to find out more about the dynamics of the marketplace.

Podcast #47: Delivering smarter professional financial advice: with Defaqto’s CEO, John Milliken

Working smarter and not just harder is increasingly important for advisers. Defaqto is an organisation with which advisers will be familiar, with 30% of IFAs already using its financial planning software, Engage. 

However, with big plans to empower advisers’ propositions still further, through more effective business development tools and clever client proposition models – such as the recent addition of a new cash-flow modelling tool within Engage, we wanted to find out more.  

In this week’s IFA Talk, Sue and Brandon are talking to Defaqto’s CEO, John Milliken, to find out more about those plans – especially given the new Consumer Duty. 

Podcast #46: Is technology leaving your advice business too exposed to risk? With ITRS CEO, Guy Warren

Technology has transformed not just what adviser businesses can do but also how they do it. But, and it’s a big ‘but’, this digital age brings with it new threats and risks to business that can be a bit too easy for advisers and wealth managers to overlook. 

Podcast #45: Consumer Duty and Vulnerable Clients - Are you ready? With Comentis’ Jonathan Barrett

Sue and Brandon’s guest this week is Jonathan Barrett, CEO and Co-Founder of Comentis, an organisation he helped set up a few years ago to use innovation and technology to help identify and protect the vulnerable and those at risk.

Podcast #44: ‘Is increasing M&A in wealth management driven by shareholders’ or can it deliver for clients??’ With Shard Capital’s Richard Bacon

This week’s IFA Talk podcast guest is Richard Bacon, Head of Business Development at Shard Capital.

Tune in to hear Richard’s conversation with Sue Whitbread – about some of the positives and negatives of the changing landscape of today’s wealth management arena. And how and why the role of advisers remains key if clients’ needs really are to be properly fulfilled. 

Podcast #43: Advisers warn financial planning is getting harder: with HSBC Life’s Mark Lambert

There’s been some interesting new adviser research out today from HSBC Life carried out in association with consultancy Technical Connection.

We thought it would be fascinating to delve into some of the detail of the report.  And so, we’re very pleased that HSBC Life’s Head of Onshore Bond Distribution, Mark Lambert, is our guest on today’s IFA Talk podcast – the perfect person to tell us more about it.