The Financial Services Podcast Tony Bates

In this episode, Tony speaks to Sam Seaton from Moneyhub.

They talk about the level of tech and AI that is available in Financial Services currently - and whether all of it is beneficial.

Sam also talks about her Olympic aspirations and what she took from the experience.

As always, a valuable and fascinating conversation with lots of takeaways.

Sam can be found here:
linkedin.com/in/samanthaseaton

moneyhub.com/  

Here is a link to the Invisible Woman book that Sam mentioned - Invisible Women: Exposing Data Bias in a World Designed for Men: Amazon.co.uk: Caroline Criado Perez: 9781784741723: Books


In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here

In this episode, Tony speaks to Anthony Carty the Business Development Director at Clifton Asset Management.

They talk about the process of leading a company through a pandemic, and the unique challenges that it presents.

Also - Karaoke!

A great episode, with some really useful takeaways.

Anthony Carty can be found here:

linkedin.com/in/anthonycarty

Clifton Wealth financial management, practice partner of Clifton Wealth Partnership (clifton-wealth.com)


In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here

In this episode, Tony speaks to Caroline Stuart from Sparrow Paraplanning.

They discuss the role of a paraplanner within financial services - and the benefit that they bring to a firm.

They also discuss how the role of a paraplanner has changed over the years, and how there has been a significant rise in paraplanners in recent times.

Caroline can be found here:

linkedin.com/in/caroline-s-b6290117

Sparrow Paraplanning - Helping your Business to Fly...

Here's an article that covers the issues of The Rise Of The Paraplanner:
The Rise of the Paraplanner ~ Research in Finance

In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here

In this episode Tony speaks to Martin Brown from Continuum Financial Services.

Amongst other things, they talk about recruiting during the pandemic.

 - How does a virtual interview impact on gut instinct?
 - Do you need to meet the candidate face-to-face at any point?
 - What does this say about the future of recruitment?

There's plenty of takeaways in this episode, as always. Enjoy!

Martin can be found here:

linkedin.com/in/martin-brown-a396784

Continuum - Adviser Firm of the Year (mycontinuum.co.uk)

In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here

In this episode, Tony speaks to former Premier League footballer and Olympian, Marvin Sordell.

Marvin co-founded ONEIGHTY a content agency that uses storytelling to help people in their business.

In this fascinating conversation, Marvin and Tony talk about how Marvin built the brand of ONEIGHTY to the level that he has, and what lessons sport has taught him that also apply in business.

Plus, they talk about the differences - if any - between corporate and personal brands, and what advice Marvin has for people who are maybe a little less creative when it comes to their branding.

Marvin can be found here:

linkedin.com/in/marvinsordell
ONEIGHTY (thisisoneighty.com)


In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here

In this episode, Tony speaks to Carmen Morris, MD of Kenroi Consulting who offers bespoke diversity and inclusion business solutions.

Lots to talk about around this subject, and they cover:

 - How the financial services industry should begin it's journey of inclusion
 - What areas of recruit should the industry be focussed on?
 - What can the industry do, to make a broader impact within the diversity and inclusion spectrum?

As always, a fascinating conversation with plenty to takeaway.

Carmen can be found here:

linkedin.com/in/carmen-morris-70a27857
Diversity Consultancy | Kenroi Consulting Ltd | England

In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here