Advice Amplified Pete Ridlington

Learn about the challenges and opportunities that arise from integrating new technologies with legacy systems. Shauna discusses the evolution of digital tools that assist financial advisers, emphasising the importance of intuitive and easy-to-use solutions to enhance adviser-client relationships; she sheds light on how regulatory pressures and technological advancements are shaping the future of financial advice, making it more accessible and effective.

In this episode, Shauna and Pete discuss:
00:00 - Introducing Shauna Mullins
01:00 - Using tech to power-up client relationships
02:13 - What’s the approach to starting implementing new tech?
04:08 - The unusual tech landscape
05:24 - Does tech even help advisers, or is it a hindrance?
08:17 - How to keep up with tech and AI
10:18 - Decision fatigue in a crowded market
13:52 - Where are you going over the next five years?
17:12 - Metrics for success and the purpose of an adviser
19:00 - Modernising the fact find
22:46 - Intergenerational financial planning
26:18 - AUM percentage vs subscription based charging
30:00 - Bringing in new people into the industry
31:00 - What’s most exciting about he industry you’re in?
32:28 - What’s the biggest challenge to overcome?
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Gary shares his experience of capturing a majority of the market with fresh new tech, and discusses the transformative role of data in the financial services industry. From the early days of DOS-based applications to the modern era, Gary provides insights into the evolution of tech in finance and its impact on business strategy and growth. Tune in to discover how innovation and data have reshaped the landscape of financial planning and what the future may hold for the industry.In this episode, Gary and Pete discuss:00:00 - Introducing Gary Shepard01:01 - The history of financial software05:32 - Balancing the fear and excitement of tech12:07 - Creating a windows-based system for financial planning14:10 - The power of data and integrations22:22 - Ownership of data33:42 - How do we get the industry excited about new technology?

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Tom shares candid insights into the challenges and victories of growing a business that not only aims for financial success but also maintains a strong ethical backbone, treats its employees like family, and upholds a legacy of impactful service. Discover how Tom’s vision for a business built on integrity and care for both clients and team members is setting a new standard in the financial advisory world. Tune in to learn from Tom's unique approach to business growth, his dedication to creating lasting relationships, and his commitment to leaving a meaningful legacy in the financial industry.



In this episode, Tom and Pete discuss:

00:00 - Introducing Tom Ham

01:30 - Differences between inorganic and organic growth

05:21 - Intention business plans vs emerging changes

09:05 - Tempering aspirations and the heart of Calton

13:41 - Pricing models

17:35 - Tech’s role in Calton’s journey

25:03 - Plans for growth over the next few years

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Sam explores the unique challenges and opportunities women face in this traditionally male-dominated industry. She discusses the significant impact of decreasing female representation, not only as financial advisers but also as empowered clients shaping the industry's evolution. Sam's insights highlight the need for more inclusive practices, urging a shift towards recognising and valuing the diverse talents women bring to the table.



In this episode, Sam and Pete discuss:

00:00 - Introducing Sam Secomb

01:02 - What female career progression looks like

04:07 - Technical skills and relationship skills

08:47 - How to make financial service more attractive to women

14:59 - The birth of Women's Wealth

20:43 - Pricing models in financial services

31:00 - Why prioritise bringing in more women?

38:15 - How changes should we make to be more inclusive?

42:07 - Balancing out workforce and childcare

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Phil shares his wealth of experience on leveraging technology and traditional methods to enhance lead generation and client engagement in the financial advisory sector. With a focus on education, personalization, and the power of AI, Phil offers actionable insights and examples of how advisors can transform their practices to meet the evolving demands of clients. Whether it's embracing AI for customized content creation or returning to proven tactics like seminars for direct connection, this conversation is packed with strategies to navigate the changing landscape of financial advice. Tune in for an enlightening dive into blending old-school approaches with cutting-edge technology to build deeper client relationships and drive business growth.



In this episode, Phil and Pete discuss:

00:00 - Introducing Philip Calvert 01:08 - Marketing change over time05:15 - Educating clients as financial advisers08:13 - Video communication and testimonials10:32 - Effective strategies for engaging clients21:39 - Crafting engaging quizzes and scorecards24:55 - Best applications of AI in marketing32:13 - Creating AI avatars34:32 - How to get started with AI and press releases39:20 - Successful old-school marketing techniques

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Tej Singh unpacks the intricacies of property investment, emphasizing the unique benefits of leveraging in wealth creation. He contrasts property with other investment forms, highlighting control and the potential for significant returns. Tej also shares insights into risk management and the strategic mapping of investment strategies within the property sector. Join us as we explore the nuances of building and scaling wealth through real estate, offering listeners valuable strategies for their investment journey.



In this episode, Tej and Pete discuss:

00:00 - Introducing Tej Singh

01:07 - Property vs stock market overview

04:26 - Active vs passive investment

05:30 - Building a balanced portfolio

07:48 - Property investment strategies overview

11:01 - Tej's journey through strategies

13:22 - Property regulation and the FCA

15:53 - Buy, Refurbish, Refinance (BRR) explained

22:00 - When does property investment fail?

24:45 - Education, avoiding misinformation and scams

30:06 - Content creation and building a brand

33:57 - Should landlords exist?

38:35 - Future prediction for the property market

41:04 - How do advisers engage with younger audiences?

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