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BWD: In The Know: Daily Summaries Delivered
by BWD
Join us for expert interviews, engaging panel discussions, and recruitment insights. Listeners can expect to gain a deeper understanding of market trends, hear real-life success stories, and get practical advice on navigating the job market."Offering a unique and dynamic platform for professionals in the financial services industry, our podcast aims to foster meaningful conversations, share valuable knowledge, and create opportunities for personal and professional growth in the ever-evolving financial services sector." - James Walker, Managing Director | BWD. Hosted on Acast. See acast.com/privacy for more information.
Latest Episodes
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- 4 weeks ago1h 16m
How Free Are You? with Anthony Flynn
In episode 59 of BWD In The Know, James Walker welcomes financial planner Anthony Flynn back for a second conversation, one that moves beyond the technical side of financial advice and into something far more personal.After exploring identity in their first discussion, James and Ant turn to beliefs: where they come from, how they change and how much of what we think is truly our own. From childhood and education to media, social influence and the fear of being judged, they question the stories we tell ourselves and the forces that shape them.This is not a conversation about having all the answers. It is about being willing to question them.In this episode, James and Anthony discuss:Why Anthony sees beliefs as stories shaped by identityHow early experiences and schooling can influence the way we thinkEgo, evidence and the difficulty of changing your mindSocial pressure, media narratives and the ethics of influenceWhy fear of judgement can limit the freedom to be yourselfThe gap between appearing successful and feeling freeHow leaders can admit uncertainty without losing credibilityThe value of awareness, stillness and asking better questionsHow financial planners can read discomfort and understanding in client meetingsAnthony’s five Cs for interpreting body language in contextJames and Ant do not always arrive at neat conclusions. Instead, they explore the contradictions we all live with — wanting freedom but fearing its consequences, seeking truth while also wanting acceptance, and learning to be a little more aware of the influences around us.Whether you work in financial planning, lead a team or simply want to better understand your own thinking, this episode offers plenty to reflect on.Chapters00:00 Welcome Back and Exploring Beliefs03:02 Identity, Labels and First Impressions06:43 What Is a Belief?08:33 Schooling, Conditioning and Conformity12:13 Does Education Suppress Free Thinking?14:18 Are You Really Thinking for Yourself?18:09 COVID, Compliance and Social Pressure23:04 Media Narratives and Confirmation Bias25:35 MKUltra and Psychological Operations32:39 The Ethics of Manipulation35:44 Chase Hughes and Reading Behaviour40:23 Ancient Wisdom and Fear42:01 Freedom and Speaking Your Mind44:22 What Is Anthony Afraid Of?47:42 The Fear of Being Truly Judged49:21 Leadership and Feeling Like a Fraud52:41 Authenticity Without Suffering54:17 Finding Comfort in Not Knowing55:27 Edward Bernays and Persuasion59:25 Awareness as an Antidote to Influence61:11 Social Media and Emotional Manipulation64:11 News, Politics and Perception68:08 Body Language in Client Meetings70:25 Anthony’s Five Cs Framework71:06 Breathing, Blinking and Nonverbal Signals74:22 Spotting Discomfort in Practice75:22 Closing Reflections Hosted on Acast. See acast.com/privacy for more information.
- Sep 11, 202648 min
The Human Side of Wealth Management with Aneka Beneby
Aneka Beneby: Ambition, Motherhood and Redefining Success In this episode of BWD In The Know, Ellie Corkill hosts the latest instalment of her mini-series, The Human Side of Wealth Management. Ellie is joined by Aneka Beneby, Senior Portfolio Manager and CFA Charterholder, for a conversation about ambition, motherhood, self-belief and how our definition of success can change throughout our careers. Aneka shares her journey from growing up in the Bahamas and discovering financial markets almost by chance, to building a career in investment management and making the move to London with a six-month-old baby. She reflects on some of the biggest decisions and challenges she has faced along the way, and the lessons she has learnt about taking risks, putting yourself forward and building a career that feels meaningful beyond titles and promotions. In this episode, they discuss:Aneka’s journey from the Bahamas into investment management, from starting as an assistant to a CEO to becoming a portfolio managerMaking the move to London with a young baby and why some of the biggest opportunities can come when the timing feels far from perfectAmbition, self-awareness and why women shouldn’t feel they have to shrink themselves in order to be likedAchieving a major promotion and still feeling flat, and how this forced Aneka to rethink what success actually meant to herThe danger of constantly chasing the next achievement, title or piece of external validation rather than learning to enjoy the journeyMotherhood and career, why there is no perfect time to have children and the different trade-offs that come with starting a family at different stages of your careerThe practical things that helped Aneka navigate motherhood alongside a senior career, from support networks and finances to protecting her time and energyWhy women no longer necessarily have to choose between having a successful career and having a family, even if balancing the two is not always easyRepresentation, mentorship and why Aneka feels a responsibility to be the role model for others that she was fortunate enough to see growing upTaking opportunities before you feel ready, from moving countries to appearing on Bloomberg and delivering a TEDx talk, and how doing hard things can build confidence over time This is an open and honest conversation about ambition, family, career progression and learning to define success on your own terms. Whether you work in wealth or investment management, are navigating your own career progression, thinking about how family fits alongside ambition, or simply find yourself constantly asking “what’s next?”, this episode is well worth a listen.Chapters00:00 Introduction00:29 From the Bahamas to finance02:46 Moving to London05:04 Confidence and doing hard things07:25 Ambition and being “too ambitious”10:00 Representation in a male-dominated industry12:14 The flat feeling after promotion15:00 Redefining success19:02 Motherhood and career trade-offs21:21 Building a support system27:10 Returning to work after maternity leave31:04 Why representation matters33:55 Bloomberg and the full-circle moment38:58 TEDx and acting in spite of fear43:05 Self-talk and managing the inner critic47:38 Advice to younger Aneka Hosted on Acast. See acast.com/privacy for more information.
- Aug 26, 20261h 16m
Future Fit Financial Planning: In Conversation with Hazel Bowen
Clarity, Curiosity & Belonging with Hazel BowenIn episode 57 of BWD In The Know, James Walker is joined by multi-award-winning financial planner Hazel Bowen FPFS TEP for the latest conversation in the Future Fit Financial Planning series. Hazel's route into the profession was anything but straightforward. Growing up in a working-class household in Norwich, moving from state school to private education on a bursary and later building a successful career in financial planning have all shaped how she thinks about opportunity, leadership and belonging. Diagnosed as autistic and with ADHD as an adult, Hazel speaks openly about the relief that came with understanding herself differently, the value - and limitations - of labels, and why being neurodivergent cannot simply be treated as something an individual should learn to "fix". In this episode, James and Hazel discuss:Hazel's upbringing and the impact class and belonging had on her early lifeWhy learning to back yourself can matter more than looking like the "finished article"Her unconventional route from leaving A-levels to becoming a financial plannerServant leadership and why creating a genuine sense of belonging mattersHazel's experience of receiving an autism and ADHD diagnosis as an adultWhy labels can provide understanding without needing to define someoneThe importance of curiosity over assumption when leading different peopleWhy reasonable adjustments can benefit both the individual and the businessMasking, direct communication and becoming more comfortable with who you areWhy "clarity is kindness" when giving feedbackThe difference between cultural fit and cultural enrichmentWhy diversity of thought makes teams and businesses strongerHow experience can become a leadership blind spot when curiosity disappears This is an open and deeply personal conversation about neurodiversity, leadership and what it really takes to create workplaces where different people can thrive. Above all, it is a reminder that good leadership does not require having all the answers. Sometimes it starts with being curious enough to recognise that the person opposite you may experience the world very differently.Chapters00:00 Introduction and Future Fit Leadership01:01 Childhood, Class and Belonging05:25 Self-Belief and Backing Yourself07:57 Representation and Speaking Openly10:43 Finding a Career in Financial Planning13:38 Servant Leadership and Creating Belonging15:53 Hazel's Autism and ADHD Diagnosis21:20 Relief, Labels and Understanding Yourself27:07 Identity and Communication Differences35:33 Curiosity and Proper Conversations38:41 Reasonable Adjustments and Better Performance44:35 Preparing for Better Conversations48:32 Masking and Becoming More Yourself56:12 Why Clarity Is Kindness62:31 Directness, Honesty and Respect67:07 Diversity of Thought and Cultural Enrichment71:43 Curiosity, Experience and Future Leaders75:25 One Wish: Joy and Belonging Hosted on Acast. See acast.com/privacy for more information.
- Aug 21, 202651 min
The Human Side of Wealth Management with Sarah Roughsedge
Sarah Roughsedge: Women and Wealth, Financial Confidence and Rethinking Financial AdviceIn this episode of BWD In The Know, Ellie Corkill hosts the latest instalment of her mini-series, The Human Side of Wealth Management.Ellie is joined by Sarah Roughsedge, Chartered Financial Planner, author and founder of Eva Wealth, for a conversation about women and wealth, financial confidence and why the traditional advice model hasn’t always worked for everyone.Sarah shares her unconventional journey into financial services, having originally trained as a neuroscientist before changing direction and becoming a financial planner. She reflects on the experiences that led her to recognise how often women were being left out of financial conversations, and why she decided to build an approach designed to make money and investing feel more accessible.In this episode, they discuss:Sarah’s unconventional career journey from neuroscience into financial planning, and how her original training still influences the way she works with clients todayWhy women have historically been left out of core financial conversations and how this can affect confidence around money and investingHow financial services has traditionally communicated differently with men and women, and why language and approach matterMoving beyond products and performance to understand a client’s values, behaviours, priorities and wider lifeWhy clients going through divorce, bereavement and other major life changes may need more time and space before making financial decisionsChallenging the idea that women are naturally more cautious investors, and why confidence and understanding can be more important than capabilityThe role of financial coaching alongside traditional advice and how understanding behaviour can help clients make better decisionsMaking financial guidance more accessible to people who may not fit the traditional wealth management modelThe growing role of AI and technology in financial advice, what it could replace and where trust and human relationships will continue to matterSarah’s wider mission to improve women’s financial confidence through her book, Smart Money, Strong Women, and her upcoming app, MyWealthVaultThis is an open and thought-provoking conversation about women and wealth, the psychology behind financial decision-making and how the advice profession can continue to evolve to better serve the individual sitting in front of you.Whether you work in wealth management or financial planning, are interested in the future of advice, or simply want to better understand the relationship between money, confidence and behaviour, this episode is well worth a listen. Chapters00:00 Introduction to Sarah and Evo Wealth04:01 Creating a Women-Centric Financial Proposition07:16 Building a Differentiated Financial Service11:02 Women in Finance and the Boys Club Mentality16:50 The Evolution of Financial Advice Delivery21:34 The Importance of Giving Women Space to Decide25:09 Building a Community for Women in Finance26:15 The Need for Ongoing Support for Women Clients27:16 Traditional Advice vs. Personalized Approach28:29 Sarah's Book: Smart Money Strong30:26 Content of the Book and Its Benefits33:28 The Journey of Publishing the Book35:06 The New Financial App as a Personal Coach39:11 Launching the App and Community Feedback40:17 The Role of Coaching in Financial Advice41:45 The Future of Advice, Technology, and Trust43:30 The Human Element in Financial Advice45:31 The Impact of AI and Technology46:51 The Next Steps for Evo Wealth50:30 Advice for Advisors on Tailoring for Women Hosted on Acast. See acast.com/privacy for more information.
- Aug 7, 202649 min
The Human Side of Wealth Management with Louisa Braywood
Louisa Braywood: Women, Wealth and the Power of Human Connection In this episode of BWD In the Know, Ellie Corkill hosts the latest instalment of her mini-series, The Human Side of Wealth Management. Ellie is joined by Louisa Braywood, Investment Manager, for a conversation about financial confidence, authentic relationship-building and making investing feel more accessible to women. Louisa shares her unconventional journey into wealth management, beginning her career at just 18 and learning the industry from the ground up. She reflects on developing her technical knowledge, becoming Chartered and discovering that the client-facing, human side of investment management was where her real passion lay. In this episode, they discuss:Louisa’s unconventional route into wealth management, starting her career at 18 and building confidence through experience and professional qualificationsWhy money is never just money, but represents family, freedom, security and the futureThe importance of empathy, emotional intelligence and understanding behavioural biases when supporting clientsHow AI and technology can make investing more accessible without replacing the value of human relationshipsWhy the investment gap is not a capability issue, but often a confidence and exposure issueInvolving both partners in financial conversations and supporting clients through divorce, bereavement and other significant life eventsRemoving unnecessary jargon and making conversations about money and investing easier to understandBuilding visibility through LinkedIn, personal brand and putting yourself outside your comfort zoneApproaching networking authentically and creating more engaging, inclusive professional eventsLouisa’s ambition to become the person women recommend when they need support with their finances This is an open and engaging conversation about women and wealth, building genuine relationships and why the most effective investment management goes far beyond portfolios and performance. Whether you work in wealth management, are developing your career in the profession, or want to understand how investing can become more accessible, relatable and human, this episode is well worth a listen. Chapters00:00 Introduction to Louisa and episode overview02:54 Early career, qualifications, and client-facing roles07:05 The importance of technical knowledge and relationship skills10:49 Impact of AI and robo-advice on personalised service15:12 Encouraging women to invest and increasing financial confidence16:59 Changing industry perceptions and making finance accessible18:57 Supporting women through life transitions and emotional moments21:00 The importance of understanding clients’ emotional backgrounds23:03 Addressing confidence gaps and social influences on women’s investing24:49 The significance of early pension and savings education26:46 Learning from industry mentors and shadowing experiences28:54 Building relationships through in-person and virtual meetings31:02 Networking strategies and leveraging social media33:07 Hosting inclusive events and fostering community35:04 Differentiating oneself in a competitive industry36:55 Advice for less confident networkers and introverts39:11 Industry changes needed to attract more women40:51 Encouraging young women to pursue careers in finance43:02 Louisa’s vision of success and personal branding44:57 Final advice to her younger self and closing remarks Hosted on Acast. See acast.com/privacy for more information.
- Aug 5, 20261h 18m
Future Fit Financial Planning: In Conversation with Sarah Soar
From Wealth Management to Health Management.Some careers evolve. Others redefine an industry.In this episode of Future Fit Financial Planning, James Walker is joined by Sarah Soar, Founder of Estelle: Health is Wealth and former CEO of Hawksmoor Investment Management, to explore why the future of leadership isn't just about managing wealth, but managing health.Drawing on four decades in financial services and executive leadership, Sarah shares how her experiences of leading through significant organisational change ultimately inspired the launch of Estelle: Health is Wealth; a business built on a simple but powerful belief: the health of your leadership team is your greatest business asset, and one of your biggest business risks.Together, they discuss:Sarah's journey from CEO to entrepreneur Why health management belongs in the boardroom The hidden cost of stress, burnout and poor decision-making Building healthier, higher-performing leadership teams Why prevention delivers better business outcomes than intervention The role of breathwork, movement and nervous system regulation Why the future of leadership starts with healthier people Whether you're leading a financial planning business, advising clients or simply looking to perform at your best, this episode offers a fresh perspective on sustainable leadership and long-term success.CHAPTERS00:00 Introduction01:16 Sarah Soar's 40-year career in wealth management03:54 Leading through COVID and a major acquisition04:18 From aspiring doctor to accidental stockbroker07:00 Discovering yoga and managing pressure12:47 What yoga really is (and isn't)16:25 Why daily practice changed everything18:20 Leaving corporate life and training as a yoga teacher22:10 Why leaders switch off when they hear the word "yoga"27:10 Introducing the idea of "Health Management"31:00 Fight or flight vs rest and digest35:20 Burnout, business risk and prevention40:40 Looking after your body like your most valuable asset43:00 Why corporate culture normalises unhealthy behaviour47:20 The business case for investing in people53:00 Faster business, greater pressure and modern leadership55:10 Why many wellbeing programmes only scratch the surface59:10 The financial cost of burnout01:01:20 Making alternative approaches mainstream01:04:15 Better decisions through calmer leadership01:07:45 From Wealth Management to Health Management Hosted on Acast. See acast.com/privacy for more information.
- Jul 30, 20261h 9m
Future Fit Financial Planning: In Conversation with James Connor
Some careers follow a carefully mapped-out route. Others take an unexpected turn.In this episode of Future Fit Financial Planning, James Walker is joined by James Connor, Founder & CEO of Connor Broadley, to explore the journey from professional footballer to business owner, and the principles that have shaped nearly two decades of independent financial planning.From earning just £250 in their first month of trading to building one of the City's most respected wealth management firms, James reflects on the importance of client relationships, long-term thinking and staying true to your values, even as the profession continues to evolve.Together, they discuss:James' journey from Millwall Football Club to financial planningWhy client relationships should always come before commercial growthBuilding Connor Broadley with patience, purpose and clear principlesIndustry consolidation and what independent firms should protectSuccession planning and preparing businesses for the futureTechnology, infrastructure and attracting the next generation of clientsWhat leadership, resilience and partnership really look like over the long termWhether you're a financial planner, adviser, business owner or simply interested in building a business with lasting values, this episode offers an honest conversation about growth, integrity and creating something that stands the test of time. Hosted on Acast. See acast.com/privacy for more information.
- Jul 23, 202653 min
The Human Side of Wealth Management with Marie Smith
Marie Smith: Confidence, Community and Creating Meaningful Change In this episode of BWD In the Know, Ellie Corkill hosts the latest instalment of her mini-series, The Human Side of Wealth Management. Ellie is joined by Marie Smith, Relationship Associate Partner at Cooper Parry Wealth, for a conversation about confidence, community, inclusive leadership and creating meaningful change within the financial planning profession. Marie shares her journey from starting in an administrative role to progressing through paraplanning, advice and leadership. She reflects honestly on experiencing imposter syndrome, the importance of mentorship and advocacy, and how learning to recognise her own strengths helped shape her career. In this episode, they discuss:· Marie’s journey from administration and paraplanning into financial advice and leadership· Overcoming imposter syndrome and building confidence throughout your career· Why you do not need to feel 100% ready before taking your next step· The difference between mentoring talented people and actively advocating for them· How leaders can recognise those who may not naturally shout the loudest· Why firms need to develop diverse talent rather than simply recruit it from elsewhere· What the Women in Finance Charter means and how firms can turn commitments into meaningful action· Building professional communities and the story behind SheRocks Business· How strengths-based leadership can help people thrive and progress· Why empathy, active listening and storytelling will become even more valuable as AI develops· The human skills advisers need to continue demonstrating their value· Marie’s advice for people beginning their careers in financial planning This is an open and thoughtful conversation about confidence, representation, leadership and the importance of creating environments in which people can succeed. Whether you work in wealth management, are developing your career in financial advice, or are interested in how the profession can become more inclusive and human, this episode is well worth a listen. Hosted on Acast. See acast.com/privacy for more information.
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About BWD: In The Know
Join us for expert interviews, engaging panel discussions, and recruitment insights. Listeners can expect to gain a deeper understanding of market trends, hear real-life success stories, and get practical advice on navigating the job market."Offering a unique and dynamic platform for professionals in the financial services industry, our podcast aims to foster meaningful conversations, share valuable knowledge, and create opportunities for personal and professional growth in the ever-evolving financial services sector." - James Walker, Managing Director | BWD. Hosted on Acast. See acast.com/privacy for more information.
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