The Effective Adviser Change Squared

This episode is guaranteed to blow your mind!

Ben talks to founder of the 311 institute and Fanatical
Futurist, Matthew Griffin about everything that going to happen, and what will happen after that.

Matthew works with NASA, leaders of G7 and G20 countries, banks, technology providers and even Disney!

Our conversation covers;

· Is the future as bad as people think? 2.08

· Are we backsliding to pre-pandemic thinking? 09.36

· What should employers think about flexible working?12:48

· What does a world without work look like? 19.12

· What does the future of financial services look like? 39.12

· AI advisers? 41.52

· AI assisting advisers? 1.00.00  

· What to do with all the knowledge in the world? 1.05.04

· How to deal with AI Hallucinations? 1.08.00

· What does AI mean for large v’s small businesses? 1.11.52

· Liability for algorithms? 1.26.00

· Marine biology to futurist? 1.38.52

· Quickfire questions 1.47.29



If you want to find out more about Matthew’s work and access his free codex’s, visit www.311institute.com

As always, a massive thank you to our sponsor Owen James Events. There are loads of great events coming up including Meeting of Minds, WealthTec Matters and Retirement Matters. Check out www.owenjamesevents.com to book your place – you’ll probably see Ben there!

If you want to build a better business, Change Squared can help. We help leadership teams be more effective, teach soft skills and help firms launch change projects and make them stick.

Find out more at www.changesquared.com.

In this episode Ben Wright interviews industry titan and CEO of Dynamic Planner, Ben Goss.

We talk about Ben's early days, his successes and failures in business, what's next for Dynamic Planner and his secret love of compost management, only on The Effective Adviser!

Special thanks to today's sponsor, Owen James Events! If you've not been to an Owen James event, you really should. They bring together the right people from across the industry to have meaningful discussions and share ideas.

If you need help hosting your own event, Owen James can help. From breakfast briefings to annual conferences. Find out more at https://www.owenjamesevents.com/

If you want to future proof. your financial advice business, get in touch at https://www.changesquared.com.

We hope you enjoy the show!

Ever wondered what makes a great event? If you’re anything like me, you can come away from an event thinking about it was a waste of time attending, or alternatively, you can come away wanting to tell everyone about it.



Turns out there are several parts that make an event memorable and in this episode, I get the secret recipe from James Goad, Founder or Owen James Events.



If you’re not been to an Owen James event, they are like no other. Feedback from delegates and sponsors alike is amazing and there’s a real buzz of openness and collaboration.



In this episode, James talks candidly about:

·       The changes he seeing in financial services

·       How AI is disrupting everything

·       The secret sauce to putting on a great event

·       How to get the most from sponsoring an event as a provider

·       Why hybrid events don’t work (yet)

·       Hiking in the Welsh mountains

·       Just saying “yes”



If you want to find out more about attending an Owen James event, or getting them in to run your event, visit their website https://www.owenjamesevents.com.



If, like most of the people who attend Owen James events,
you’re worried about how to become more productive, get in touch at https://www.changesquared.com. We share
the best practice from the industry with our clients to cut out years of trial and error.



Also now running negotiation and soft skills training for
advisers. A necessity for those advisers who have come from a paraplanning/admin background and a great refresher for those who are slightly longer in the tooth.



Don’t forget to subscribe to the show. It means more than
you can possibly imagine!

Ben

Financial advice is becoming a service only available to the
most privileged people. Consumer Duty and increased regulatory reporting make it commercially impossible for financial advisers to provide traditional advice to most of the UK population - the advice gap.

In this episode, Ben talks to Bill Bottomley and Andy Wealthall of Lifetime, a financial advice firm who have made a very profitable business looking after clients other firms turn away.



They do things a little differently though!  



We cover:

·    Why Lifetime set their sights on the mass market

·    Making financial advice a “team sport”

·    The role of the non-qualified financial coach

·    The vital role of technology (including AI avatars)
in their business

·    How to deliver financial advice for £149!



If you want to find out more about lifetime, you can do so on
their website (www.lifetime-fm.com. If you’re thinking about stopping service to some of your lower value clients, get in touch with Andy (https://www.linkedin.com/in/andy-wealthall-0b71a435/)
to see how Lifetime could help.

A huge thank you to Owen James for sponsoring the podcast!

There are some great Red Folder events coming up and it’s never
too early to book onto 2024’s Meeting of Minds events.

You can see all events on their website https://www.owenjamesevents.com/listing/events.

Money is a bit of a taboo subject. In fact, for us Brits, it’s just not the done thing to talk about it. But why is that and what problems does it cause?

In this Talk Money Week special episode, Ben talks to Jenny Wright, Money & Pensions Service Regional Manager for Yorkshire and Humber about the issues that over 20% of the UK are experiencing and why it’s important to #TalkMoney.

In the world of financial advice, we tend to only deal with people who have money and with this special, we wanted to give those in our profession a peek into issues that we don’t normally see and what you can do to help those less fortunate.

In this episode we talk about:

- What talk money week is  
- Who the Money & Pensions Service & Money Helper are
- Why we struggle to #TalkMoney      
- How things have got so bad in relation to financial resilience
- How loan sharks are targeting people through their children

- The danger of listening to “Dave down the pub”
- Financial wellbeing and mental health

- Why employers could be the key to widespread financial wellbeing

- How the financial advice community can help
- Jenny’s journey from Financial Adviser to MaPS

And as always, we finish with our quick-fire questions.

Every November the Money & Pensions Service (also known as Money Helper) run Talk Money Week. This year it’s on 6th – 12th November and during the week everyone is encouraged to #TalkMoney. This week’s theme is “do one thing” with regard to your finances.

If you know someone who needs support with their money, direct them to Money Helper here https://www.moneyhelper.org.uk/en

You can report illegal money lending here https://www.stoploansharks.co.uk/

If you’d like to partner with the Money & Pension Service (MaPS) you can find more details here https://maps.org.uk/en

And finally if you'd like to give something back, the PFS run a Education Champions initiative to educate kids about money. You can find out more here https://www.thepfs.org/about-us/initiatives/my-personal-finance-skills/education-champions/

A huge thank you to Owen James Events for sponsoring this special episode!

There are some amazing Owen James events coming up which you can review and register to attend on their website, including the upcoming Meeting of Minds Wealth Management and Private Banking ⁠https://owenjamesevents.com⁠. You’ll probably see Ben there!



We hope you enjoy the episode!

Recruiting and retaining talent can be incredibly difficult at any time, however, the current shortage of candidates is making the situation even harder.

In this episode, Ben talks to James Walker of BWD-Search, a recruitment firm specialising in financial services. In this episode we cover:

   
- How James built BWD and his mistakes that others can learn from    
- Why Covid has changed how we hire

- Flexible working is now an expectation and how employees have more power than ever before
- How to attract talent and retain them
- How to give you the best chance of getting the role as a candidate

And as always, we finish with our quick-fire questions.

If you have a job, want a job, employ people or need to, this is an episode you can’t afford to miss!

You can get in touch with BWD Search via their website https://www.bwd-search.co.uk/ or contact James directly https://www.linkedin.com/in/james-walker-4484413/

Thank you to Owen James Events for sponsoring this episode.


There are some amazing events coming up which you can review and register to attend on their website, including the upcoming Meeting of Minds Wealth Management and Private Banking https://owenjamesevents.com. You’ll probably see Ben there!



We hope you enjoy the episode!