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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
The most recent episodes — sign up to get AI-powered summaries of each one.
- Today1h 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.
- 6 days ago53 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.
- Jun 25, 20261h 0m
The Human Side of Wealth Management with Emmelia Powell
Emmelia Powell: Building Trust, Visibility and the Future of Advice In episode 51 of BWD In the Know, Ellie Corkill hosts the second episode of her mini-series, The Human Side of Wealth Management.Ellie is joined by Emmelia Powell, Financial Adviser, for a conversation on building trust, finding your voice and creating a more personal, human version of financial advice.Emmelia shares her journey into the profession, from starting out in banking to entering financial advice after having three children, completing her exams and building a career that works around both her family and her clients.In this episode, they discuss:Emmelia’s journey into financial advice and how she found a career that fitsWhy financial advice can be such a powerful profession for women and working mumsBuilding trust with clients and why good advice starts with doing the right thingSupporting sports professionals, business owners and younger clientsWhy no two financial plans should ever look the sameThe role of empathy, patience and lived experience in client relationshipsBuilding a personal brand and the value of being visible onlineHow AI and technology are changing the advice professionWhat the next generation of advisers need to succeedWhy the future of advice needs to be more human, relatable and personalThis is a thoughtful and honest conversation about trust, visibility, motherhood, client relationships and the realities of building a career in financial advice. Whether you work in wealth management, are building a career in advice, or are interested in how the profession can continue to evolve, this episode is well worth a listen. Chapters00:00 Introduction to Emmelia Powell and the episode’s focus on the human side of wealth management02:45 Emmelia’s background and why she transitioned into financial advice03:10 Balancing career growth and family life in wealth management04:46 Internal narratives and challenges faced by women entering the industry05:34 Experiences shaping Emmelia into her current advising style06:55 Embracing continuous exploration and innovation in financial advice07:22 Challenging industry stereotypes and traditional client approaches09:10 How Emmelia’s client-centric philosophy influences her niche focus on sports professionals10:04 Benefits of niche specialisation and understanding client nuances12:31 Differentiating client approaches based on individual needs and circumstances15:22 Insights into working with athletes, timing of advice, and financial planning nuances17:36 The importance of early financial education and behaviour in wealth management19:56 Personalisation, emotional anchors and why money management is human at its core23:02 Building trust and openness: creating a safe environment for clients24:04 Balancing empathy with challenging clients effectively26:38 Influences and role models underpinning Emmelia’s professional development28:44 Building personal brand online, authenticity and sharing your story33:29 The role of AI in advice: tools, limitations and enhancing client service36:26 Tips on using AI thoughtfully while maintaining a personal voice38:23 The future of AI in wealth management and the human touch’s enduring importance43:11 Soft skills essential for new advisers in a tech-driven landscape45:00 Making wealth management appealing to the next generation and industry diversity52:55 The benefits and challenges of niching: advice for aspiring specialists56:43 Encouragement for early-career advisers to find their voice and gain visibility59:58 Key takeaway: the importance of personalised, human-centric financial advice Hosted on Acast. See acast.com/privacy for more information.
- Jun 17, 20261h 6m
Future Fit Financial Planning: In Conversation with Ann-Marie Atkins
Excellence, Not Perfection with Ann-Marie Atkins In this special 50th episode of BWD In The Know, James is joined by Ann-Marie Atkins, Head of Entrepreneurs at Evelyn Partners, for a conversation about what really sits behind long-term success in financial planning. Known as one of the UK's leading advisers in the entrepreneur and business owner space, Ann-Marie reflects on the experiences, values and lessons that have shaped her career. In this episode, they discuss:Ann-Marie's journey into financial services and the challenges she faced early in her careerConfidence, emotional intelligence and communication in adviceWhy excellence matters more than perfectionBuilding trust with clients and professional introducersCollaboration in delivering better outcomesLeadership, mentoring and high-performing teamsAI, technology and the future of adviceThe growing importance of holistic financial planningThis episode is a reminder that the best advisers don't simply provide advice — they bring people, expertise and ideas together to help clients make better decisions. If you're a financial planner, adviser or leader looking to build trust, improve your impact and future-proof your career, this episode is for you.Chapters00:00 Introduction00:28 Ann-Marie's Journey Into Financial Services01:23 Building Confidence & Finding Your Voice03:29 Fairness, Honesty & Authenticity04:39 Learning Through Mistakes & Self-Reflection05:42 Overcoming Fear & High-Stakes Situations06:42 Understanding Your Core Values08:36 Childhood Influences, Ambition & Competitiveness09:16 Sport, Teamwork & Resilience09:59 Being Taken Seriously in Financial Services11:24 Mentors, Role Models & Career Development13:19 Early Leadership Lessons14:33 Managing Mistakes & High Standards16:54 Why Collaboration Matters17:42 Delivering Better Outcomes for Complex Clients21:29 The Problem with Siloed Advice24:28 The Risks of Disconnected Planning27:11 Building Trust Over Time28:44 Creating High-Performing Teams30:28 A Client-First Culture31:35 Excellence, Not Perfection35:52 AI, Technology & The Future of Advice44:17 The Future of Collaborative Advice50:53 Authenticity as a Competitive Advantage66:14 Closing Thoughts Hosted on Acast. See acast.com/privacy for more information.
- Jun 4, 202655 min
The Human Side of Wealth Management with Jay Dhaliwal
In episode 49 of BWD In The Know, Ellie Corkill hosts the first episode of her new mini-series, The Human Side of Wealth Management.Ellie is joined by Jay Dhaliwal APFS, Chartered Independent Financial Adviser at Chase de Vere, for a conversation on resilience, representation and the power of showing up.Jay shares her journey into financial advice, from starting her career in financial services to becoming Chartered, building a visible personal brand and using her platform to support others entering the profession.In this episode, they discuss:Jay’s journey into financial advice and the experiences that have shaped her careerThe reality of building a personal brand and putting yourself out thereThe importance of representation within the professionThe role resilience has played throughout Jay’s careerWhy soft skills and building genuine relationships still matterThe value of networking, giving back and supporting others entering the industryHow wealth management can continue to become more human, relatable and accessibleThis is an open and honest conversation about career journeys, confidence, community and the importance of continuing to show up - even when the path is not always linear.Whether you already work in wealth management, are building a career in financial advice or are simply interested in the people helping to move the profession forward, this episode is well worth a listen.Chapters00:00 Introduction and Jay’s Career Background01:03 Early Influences and Education Choices03:18 First Steps into Financial Services04:37 Transition from Admin to Adviser05:57 Overcoming Rejection and Career Persistence06:42 Achieving Chartership and Professional Credibility07:53 The Power of Intentional Career Planning09:39 Representation and Diversity in Wealth Management10:29 Dealing with Being a Minority in the Sector12:18 Building Resilience and Confidence14:06 The Role of Personal Branding and Visibility16:45 Authenticity and Human Connection in Content Creation18:10 Balancing Professionalism and Personality20:39 Opportunities from Being Visible23:01 Encouraging Others to Be Visible and Authentic27:08 The Importance of Representation and Role Models29:31 Mentoring and Giving Back to the Community32:08 Managing Work-Life Balance and Overcoming Self-Doubt34:28 The Impact of Fitness and Lifestyle on Professional Success37:15 Networking Through Shared Interests39:24 The Future of Wealth Management and Adviser Skills41:40 Excitement for Sector Innovation and Young Talent45:10 Advice for Aspiring Advisers and Personal Growth48:33 Changing Perceptions of Age and Diversity in the Sector49:53 Supporting the Next Generation of Advisers51:37 Enhancing Diversity and Inclusion in Wealth Management54:11 Key Takeaways: Resilience, Community, Giving Back55:20 Closing Remarks and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.
- Apr 30, 20261h 12m
Future Fit Financial Planning: In Conversation with Paul Miller
CRM Wars: Endgame for the Legacy?In conversation with Paul MillerIn this episode, James is joined by Paul Miller to explore why most financial planning firms don’t have a true tech strategy, and why that’s becoming a serious risk.After leading technology at IWP, one of the UK’s early consolidators, Paul has seen first-hand what happens when multiple firms attempt to operate as one, with different systems, inconsistent processes and fragmented data underneath it all.At the centre of the problem is the assumption that the CRM is the source of truth; when in reality, it often isn’t.In this episode, they discuss:Why most firms don’t have a true tech strategyThe limitations of CRM as a “source of truth”The challenge of integrating multiple firms and systemsA practical approach to improving data without stopping the businessThe hidden risks of “shadow AI”Why data quality is becoming critical in M&A valuationsWhy AI will amplify problems if the data isn’t rightThis episode offers a practical and honest look at the infrastructure behind advice firms — and why getting the foundations right matters more than ever.If you’re a financial planner, firm owner or leader thinking about data, systems or AI, this episode is for you. Hosted on Acast. See acast.com/privacy for more information.
- Apr 1, 20261h 25m
Future Fit Financial Planning: In Conversation with Emma Hardiman
Marketing isn’t the colouring in department.In conversation with Emma HardimanIn this episode, James is joined by Emma Hardiman to explore the role marketing should really play inside a financial planning business, and why it’s often misunderstood.Too often, marketing is treated as a support function, brought in at the end to “make things look good” rather than influence how a firm grows. In this conversation, Emma shares why marketing should sit at the centre of client understanding, trust and strategic decision-making. In this episode, they discuss:Why marketing is often treated as a “colouring in” functionThe gap between brand, strategy and real growthHow trust is built before any client interactionWhy clients buy belief, not just adviceThe role marketing should play in shaping a businessMoving from reactive activity to strategic influenceThis episode challenges how financial planning firms think about marketing, and what needs to change for it to truly drive growth. If you’re a financial planner, business owner or marketer within an advice firm, this episode is for you. Hosted on Acast. See acast.com/privacy for more information.
- Mar 26, 20261h 12m
Future Fit Financial Planning: In Conversation with James McPartland
The Adviser Who Walked Away In conversation with James McPartland In this episode, James is joined by James McPartland to explore the story behind building and ultimately walking away from a £400m financial planning business. Built from scratch under the St. James’s Place model, James and his partners grew a highly successful firm before making the decision to leave and start again. In this candid conversation, he shares what pushed them to that point, what they got wrong along the way, and what they would do differently if they had their time again. In this episode, they discuss: Building an advice business from scratch in your twenties Growing organically to £400m of client assets The realities of operating within a large advice model The frustrations that led to the decision to leave What happens when you resign from your own business The risks, pressure and personal impact of starting again Lessons learned — and what they would do differently Why client relationships matter more than brand names This episode offers a candid and practical look at one of the biggest decisions an adviser can make, and what it really takes to start again. If you’re a financial planner, adviser or business owner thinking about the future of your firm, this episode is for you. Chapters 00:00 Introduction 02:20 How James Fell Into Financial Planning 07:00 Starting Out With Just a Phone 12:00 Building an Advice Business in Your Twenties 18:00 Joining St. James’s Place 24:00 Growing the Business to £400m 32:00 When Things Started to Feel Misaligned 40:00 The Frustrations That Built Over Time 48:00 Deciding to Leave the Business 57:00 The Risks of Walking Away 01:05:00 Stress, Family and the Reality of the Decision 01:12:00 Planning the Exit Strategy 01:20:00 Rebuilding the Business From Scratch 01:28:00 Technology, Platforms and the New Proposition 01:36:00 What Other Advisers Should Know 01:44:00 Final Thoughts Hosted on Acast. See acast.com/privacy for more information.
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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