Free Daily Podcast Summary
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.
- Yesterday55 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.
- Feb 17, 20261h 51m
Future Fit Financial Planning: In Conversation with John White and Mike Toole
Back to the Future (of Advice)In conversation with John White & Mike TooleNo DeLorean. No flux capacitor. But in this episode, James is joined by John White and Mike Toole to explore a genuinely interesting question: what does the future of financial planning actually look like?And, somewhat ironically, the answer might feel familiar.Rather than consolidation cycles, efficiency drives or purely transactional relationships, the conversation looks toward a future that resembles the best parts of advice’s past — where judgement, empathy and trust sit at the centre of client relationships, supported (not replaced) by technology.John and Mike share their thinking behind building a firm from scratch with quality and character at its core, alongside a view of how AI and automation are reshaping the technical side of planning while leaving the human side more important than ever.In this episode, they discuss:What the “future” of financial advice may actually look likeWhy the human elements of advice are becoming more valuable, not lessBuilding firms around character, culture and long-term qualityAI’s role in reducing technical and administrative loadJudgement, empathy and trust as competitive advantagesMoving away from transactional throughput toward meaningful relationshipsUltimately, this episode offers a forward-looking yet grounded perspective on where the profession is heading — and why the future of advice may be less about reinvention and more about rediscovery.If you’re a Financial Planner, Adviser or leader within an advice firm, this episode is for you.Chapters:00:00 Introduction & Episode Overview04:00 Guest Introductions – John White & Mike Toole11:30 The Current Financial Advice Landscape20:15 Changing Expectations of Financial Planners29:40 Communication, Trust & Client Relationships39:10 Technology vs Human Connection48:30 Skills That Matter Most in Modern Advice58:00 Professional Development & Continuous Learning01:07:20 Regulation, Value & Commercial Reality01:16:45 Building Credibility & Differentiation01:26:10 Future-Proofing Careers in Financial Planning01:35:30 Advice Firm Culture & Leadership01:44:15 Key Takeaways From the Discussion01:51:30 Final Reflections & Closing Thoughts Hosted on Acast. See acast.com/privacy for more information.
- Dec 9, 20251h 40m
Future Fit Financial Planning: In Conversation with Vicki Hicks
AI will not increase your business value. It will protect it.In the second episode the Future Fit Financial Planning series, James is joined by Vicky Hicks, Co-Founder of Melo, for an honest conversation about business value, identity, leadership and the realities of today’s M&A market.Vicky shares her journey of building and selling a firm, the personal identity shift that followed, and the lessons she learned about value creation, culture and operational discipline. She offers a rare, candid look at what is really happening in the M&A landscape; from price pressure to what buyers now expect from advice firms.They explore how clearer propositions, consistent processes and strong operational foundations protect long-term value, and why technology has become essential infrastructure rather than a differentiator.In this episode, they cover:How advisers are evolving into coaches, communicators and plannersWhy clear propositions and consistent processes protect business valueTechnology as core infrastructure, not a “nice to have”What buyers are really looking for in today’s M&A marketRising price pressure and shifting valuation expectationsLessons from both nightmare sale stories and record-valuation exitsIdentity, resilience and planning for your own future — not just your clients’This episode gives owner-managers, advisers and firm leaders a grounded view of where the market is heading — and a reminder that value isn’t created at exit, but in the everyday. Hosted on Acast. See acast.com/privacy for more information.
- Nov 28, 20251h 27m
Future Fit Financial Planning: In Conversation with Tom Francis
Is the role of the Financial Planner about to change?#In the first episode of the Future Fit Financial Planning series, our host James Walker is joined by Tom Francis of Octopus Money to explore what the next stage of advice might really look like.They discuss how technology and behavioural psychology are reshaping personal finance, why so many people struggle to act on good financial advice, and how scalable, tech-enabled models could help millions make better money decisions. With a clear mission to reach 5 million people and a willingness to share their thinking openly, this conversation offers a powerful glimpse into the future of the profession.In this episode, we cover:The changing role of the financial plannerCoaches vs traditional advisersWhy traditional advice fails to reach most peopleBehavioural nudges and money habitsHuman relationships supported by structured techShort-term lifestyle vs long-term goalsThe future of scalable, accessible adviceIf you’re a financial adviser, advice firm leader, or anyone interested in the future of financial planning, this episode is for you. Chapters:00:00 Introduction & Tom’s Background09:00 Making Financial Advice Accessible18:30 Technology, Algorithms & Real Life27:30 Behavioural Psychology & Inertia35:45 The Limits of Traditional Financial Planning43:45 Capturing People at the Right Moment52:30 Money Culture & National Financial Habits01:01:00 Shiny Objects vs Long-Term Freedom01:10:15 What Can (and Can’t) Be Changed01:18:45 Big Numbers, Misconceptions & Wrap-Up Hosted on Acast. See acast.com/privacy for more information.
- Nov 5, 202536 min
In Conversation with Paul Hance
In this episode of BWD In The Know, guest host Harry McNeill is joined by Paul Hance, a seasoned actuary whose career reflects how leadership, learning, and relationships define success in today’s actuarial profession. From technical beginnings to leadership roles, Paul shares how continuous learning, humility, and adaptability have shaped his journey. He offers practical insights on navigating setbacks, balancing technical expertise with business skills, and embracing technology and AI as tools for growth. In Building Relationships, Not Just Models: Paul Hance on the Modern Actuary, they explore: ✅ The blend of technical and business skills actuaries need today ✅ How continuous learning drives professional growth ✅ The role of relationships and communication in leadership ✅ Overcoming setbacks and learning from experience ✅ Embracing technology and AI to stay relevant An insightful listen for actuaries at every stage, from exams to executive leadership. Chapters00:00 Introduction to the Actuarial Profession02:47 Navigating Early Career Challenges05:47 The Importance of Continuous Learning08:34 Transitioning to Leadership Roles12:00 Building Relationships and Trust14:42 Balancing Qualifications and Business Skills17:56 Overcoming Setbacks and Learning from Mistakes20:44 Current Challenges in the Actuarial Field23:28 Embracing Technology and AI26:32 Advice for Aspiring Actuaries29:31 Working Your Way Out of a Job 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.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from BWD: In The Know in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's BWD: In The Know daily summary?
It's a free AI-powered email that summarizes new episodes of BWD: In The Know as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the BWD: In The Know podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official BWD: In The Know product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by BWD.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does BWD: In The Know release new episodes?
BWD: In The Know publishes biweekly. Our AI generates a summary within hours of each new episode.
What topics does BWD: In The Know cover?
BWD: In The Know covers topics including Business, Management, Careers. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting BWD: In The Know summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.