23 episodes

Podcast by Adviser 2.0

Adviser 2.0 Adviser 2.0

    • News

Podcast by Adviser 2.0

    Ep 24 George Kinder: Listening more deeply

    Ep 24 George Kinder: Listening more deeply

    Our guest on this episode is George Kinder. Internationally recognised as the father of the life planning movement, it’s fair to say that George has helped to revolutionise the financial advice profession.

    He founded the Kinder Institute of Life Planning in 2003 after three decades as a practising financial planner. He has trained more than 3,000 professionals in 30 countries in the field of financial life planning.

    In this episode, Robin Powell speaks to George Kinder about Reflections on Spectacle Pond, which is a collection of George’s poetry, photographs and his thoughts on life, nature, mindfulness and spirituality.

    • 26 min
    Intelligent Adviser Podcast: Episode 23

    Intelligent Adviser Podcast: Episode 23

    Robin Powell's guest on this episode is Sam Adams. Sam spent 17 years with Dimensional Fund Advisors — and much of that time in London, where he set up DFA’s European operation.

    In 2014 he founded Vert Asset Management in California.

    Vert designs and builds sustainable portfolios, educates investors and financial advisers about ESG investing, and helps advice firms to engage with clients and prospects about sustainability and values-based advice.

    Sam and Robin discuss the growth of ESG investing on both sides of the Atlantic, how to combine ESG with an evidence-based approach, and how advice firms can best integrate sustainability into their value proposition.

    Wherever your firm is on this particular journey, you’ll find what Sam has to say on this subject both interesting and useful.

    • 37 min
    Intelligent Adviser Podcast: Episode 22

    Intelligent Adviser Podcast: Episode 22

    Our guest on this episode is Rohan Sivajoti. Rohan is one of the movers and shakers in UK financial advice. He founded the financial planning firm Postcard Planning, and is also one of the founders of NextGen Planners — a community for best practice in the profession.

    Whether you’re just starting out or you’re looking to take your firm to the next level, there’s something in this interview for everyone.

    We also tackle one of the profession’s elephants in the room: Why, in 2021, is financial planning still dominated by white, middle aged-men?

    • 43 min
    Intelligent Adviser Podcast: Episode 21

    Intelligent Adviser Podcast: Episode 21

    Alan Smith, co-founder of Capital Asset Management in London, talks about how he and his business partner Donald Fraser built the firm into the success it is today. He also discusses the UK's changing advice landscape and why his firm charges fixed fees.

    • 42 min
    Intelligent Adviser Podcast: Episode 20

    Intelligent Adviser Podcast: Episode 20

    Over a 20 year career in the retail financial services profession, financial planner Martin Bamford found that he was enjoying the marketing side of his business more and more. So, he launched his own agency, Bamford Media, in 2017.

    Now a prolific personal finance writer and commentator, he has received multiple awards for his work, including Best Blogger of the Year and Best Social Media Adviser.

    In this podcast, Martin tells us what's most important for an adviser to get right when it comes to their website, and what kinds of content have been most effective during the Coronavirus crisis.

    • 33 min
    Intelligent Adviser Podcast: Episode 19

    Intelligent Adviser Podcast: Episode 19

    Faith Liversedge has been helping financial advice firms to clarify their message and connect with their clients since she set up on her own agency last year. Before that, Faith spent 15 years in marketing working at Nucleus, Royal London, Prudential, and Standard Life.

    In this podcast, Faith explains the importance of advisers telling their brand story effectively, something that sadly, far to few advisers are doing.

    Although Faith concedes that producing content and marketing your own firm well has its challenges, she believes that it's still something that's within the reach of every adviser.

    • 38 min

Top Podcasts In News

The New York Times
The Daily Wire
NPR
The Daily Wire
Crooked Media
Cumulus Podcast Network | Dan Bongino