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Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
 
Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
 
Flex and the City is about bringing heart and soul back into financial services. Rachel Treece, CEO of fts global and The Henka Institute interviews some of the industries great leaders talks with them as human beings, their leadership style and asks them what is going to make financial services great again.
 
The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
 
DiverCity Podcast is all about equality, inclusion, and diversity in financial services, with leading commentators from around the world bringing fresh perspectives to the D&I debate. Hosted by Julia Streets, on each episode we seek to shine a light on positive progress, call out areas requiring further focus and offer lots of ideas to help drive change.
 
This podcast series brings to life articles on M&A topics in the financial services industry (FSI). It addresses how operating environments for insurers, banks, and other financial services firms are undergoing dramatic change—from shifting regulations to new entrants that disrupt traditional service models and everything in between. Each episode focuses on changes in the industry and what your company should do in response.
 
A podcast which explores the challenges incumbent financial service brands face when looking to deliver a customer experience which is comparable if not better than the experiences provided by the launch of challenger brands. Each episode will involve a deep dive interview with client-side marketers and industry experts. And will explore a different aspect of what goes on behind the scenes when looking to deliver a great digital experience such as design, marketing, UX, technology, data, pro ...
 
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show series
 
Both Jim Smyth (First Stop Mortgages & Protection) & Martin Lightbowne (OnPoint Financial) are using the Spectrum Advice Network White Label Wealth Management (check last week's interview with Paul Brown from Spectrum).Find out what they really think - Spoiler Alert it's very positive.Oleh Jim Smyth, Martin Lightbowne, Alex Curtis
 
This week on Flex and the City I had the very great pleasure to interview the loving, vocal, and driven Tom Baigrie who is the Chair of LifeSearch👇 Tom epitomizes love for his family, for his customers and for his industry. He gives sound advice to any financial services entrepreneur when he says “your purpose should not be on just making money, it…
 
In this Swift Chat, Marie Swift speaks with Alex Cavalieri, Co-Founder of Seven Group, a "hybrid marketing platform" that gives financial advisors insights and tools they need to market their brand more effectively, create deeper client relationships, and reach new audiences. The two talk about the importance of having a niche, finding and marketin…
 
This week’s guest is Jay Budzik, CTO of Zest AI. In this episode, Jay discusses the topic of AI accessibility and the scalability process. Zest AI is a firm in the lending space that helps train algorithms to detect risk and determine approvals or terms for different lending products for all types of lenders, from gigantic financial institutions do…
 
In this episode, the first of a mini-series examining the key trends and issues within the investment and retirement income sectors, we speak to Nick Fels, CEO of Bell Asset Management and FSC Board member about what he believes the key takeaways for the industry in 2021 were, including the importance of ESG today compared to a decade ago, the huge…
 
Thomas Honour returns for the 4th time! to give us an update on his journey. You'll hear the prequels to this one in episodes 52, 55 and 91.Hear how Thomas used to get most of his business through social media but is now a lot more reliant on his website from being the number one firm in his area on Google maps.…
 
In this special episode, at the end of Series 12, we pause for thought after another busy year. Host Julia Streets is joined by Prabhmeet Singh, an award winning Senior finance professional, currently leading the Multicultural and Inclusion Network at Willis Towers Watson, and Sunaina Sinha Haldea, Global Head of Private Capital Advisory at Raymond…
 
Graham Wilson from tracker hub returns to let us know the progress of his software that brings advisers, introducers and business together.Trackerhub is a unique fast-track portal for referrals and personal cases. We've only heard great things about it from our clients that use it.To learn more about Graham and Trackerhub then tune in!…
 
In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Phil Walker, who is with the Retirement Strategies Division at Finance of America - Reverse. The two talk about how financial advisors can reduce portfolio risk for their clients who need consistent income streams during retirement - especially during down markets - by tappi…
 
Our guest this week is Greg Council, Vice President of Marketing and Product Management at Parascript. Parascript is an AI vendor in the financial services space focusing on applications in document search and discovery and other kinds of NLP-oriented processes. In this episode, Greg gives an in-depth description of the manual methods to cash a che…
 
What an absolute legend! From £50k in debt with mental health and drug addiction problems to growing brokerage and a financial transformation course.There's also a lot of chat about a stray cat that you won't want to miss.Richard Crow is an absolute character and we're delighted to introduce you to him.…
 
In this episode, host Julia Streets is joined by Norma Gillespie, CEO of Resource Solutions and Manisha Patel, Inclusion and Culture Advisor. Together they discuss the ‘great resignation’ and the rise of Returners within financial services. They consider the different types of inequalities around when and why women have left the industry and why th…
 
This week on Flex and the City, we have the privilege to speak to the very kind, encouraging, inspiring Alan Chalmers, who leaves an incredible impression on people whenever he interacts with them. Alan, is the former publisher of Funds Europe and well known in the Financial Services industry with an incredible depth of knowledge about the industry…
 
In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Haleh Moddasser of Stearns Financial Group. The two talk about Haleh's new podcast "Women On Top with Haleh Moddasser," Haleh's two books (one on gray divorce and one on ESG investing), and how Haleh sees the role of women in creating social change through the p…
 
Do you have any cool gadgets? (Any software or something technical you can’t live without? Maybe something most people don’t know about why you could recommend?) Flipboard https://flipboard.com/ the ultimate news and content curation website and mobile app Quik by Go Pro https://gopro.com/en/us/shop/quik-app-video-photo-editor for fast and great lo…
 
This week on Flex and the City, we have the privilege to speak to John Beck. John, is Senior Vice President and Director of Global Fixed Income for Franklin Templeton London, and is our first fixed income expert, who leverages his tremendous knowledge of historical economic events combined with his own forward looking views, in a way that really br…
 
Listen to a compilation episode recorded live at the #OpenMic podcast station in the Social/Digital Hub at the Morningstar Investment Conference, September 22-24, 2021 at the McCormick Center in Chicago. Marie and Jonny sat down with a handful of conference attendees to discuss the various ways they overcame the challenges caused by the pandemic, i…
 
This week’s guest is Greg Council, VP of Product Management at Parascript. In this episode, Greg discusses the topic of where artificial intelligence can find its fit and start to automate the various paperwork-heavy workflows within the process of lending. He also discusses where Parascript is finding its fit for AI in the lending workflow and des…
 
As we continue our international conversations, in this episode we look to Latin America. Host Julia Streets is joined by Angela Hurtado, Managing Director, Senior Country Officer for J.P. Morgan Colombia, and Juan Carlos Mora, Chief Executive Officer of Bancolombia. Together they discuss the dynamics and demographics of serving both rural and urba…
 
Another legend who switched Primis for The Money Group Mr Jonathan Needham joins us as part of our Business Superhero Series.Jonathans talks candidly about mental health but we also discuss all the key parts required to build a successful brokerage. Having been there and done it for years he's a valuable source of advice for anyone wanting to grow …
 
Join Zeynep Meric-Smith, Partner, Wealth and Asset Management Consulting & Head of Private Assets Consulting for KPMG in the UK and Lorelei Graye, President of Private Capital Data Standards Alliance (PCDS) as they discuss the journey to the a mutually beneficial model for transparency as well as increasing the fluidity of data exchange in the priv…
 
In this episode host Julia Streets is joined by Professor Atul K. Shah, a broadcaster and Lecturer at City University in the Department of International Politics, who has written many books on topics including ethical finance, accounting, risk, diversity and sustainability, and Anjli Shah, Investment Director at Aberdeen Standard Investments. They …
 
If you work in financial services and you care for the clients the industry supports and the people it employs you have to listen to this podcast. If you lead in the industry and believe in ethics and morality at your core you have to listen to this podcast. I know you are busy and even a punchy podcast needs a moment. Take that moment. 🙏 Andy Agat…
 
Mark's business is just over a year old and it's moving at an incredible rate! He now has about 4 (we lost count) brands and websites.He's learnt SEO and some Google Ads to make sure not just he but new advises have a reliable source of leads.Let's catch up with Mark Robinson from Albion Mortgages, or is it Teacher Mortgages, no it's Willsmiths, or…
 
This week’s guest is Ilan Gleiser, Founder and CEO of Synarchy AI, an AI consultancy based in the Bay Area. Ilan has worked with large organizations, including a role as Product Owner for Artificial Intelligence Enterprise Solutions at Wells Fargo, the third-largest bank in the U.S. In this episode, Ilan explains his process for filtering projects …
 
Andy Storch is the author of Own Your Career, Own Your Life. We obviously chat about the book but we also dive into:Getting back into networking and live eventsCryptoCurrency & NFTS - Why did Andy spend $30k on a doodle of a lizard?Personal brandingHow to stop drifting through your career and start taking action!…
 
In this episode host Julia Streets is joined by Margaret Franklin, President and CEO of Chartered Financial Analyst Institute (CFA) and Fiona Hathorn, board advisor and Founder and CEO of Women on Boards UK. They discuss the importance of reporting, transparency and accountability of boards and how to help diverse talent find its route to the board…
 
Sandy is passionate about diversity and inclusion. In this episode, he throws down the gauntlet to challenge Financial Services to have the courage to change their recipe, to really achieve true inclusion. Stay tuned to find to find out what the Financial Service industry can learn from SandyOleh Rachel Treece
 
Host of the Mortgage Broker Broadcast and the Mortgages, Money & More podcast Mr Craig Skelton joins us to talk about creating a positive company culture.We find what makes Craig tick, what he's up to and how he's grown (and growing) his financial advice brands.Oleh Craig Skelton, Alex Curtis
 
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