Wealth PodcastAug 10, 2022
Financial Advice with Jonathan Miller
Wealth Proposition Director David Owen is joined by Jonathan Miller of Miller James Financial Planning to talk about demonstrating and evidencing value.
Episode 7: Ruth Sturkey and Chris Budd
This week I speak to giants of financial planning, Ruth Sturkey and Chris Budd. They are just two of the leviathans of the profession behind the new Institute of Financial Planning (IFW).
Episode 6: Robin Powell
Evidence Based Investing. In this podcast, Robin covers the book and how you can use it for your clients – especially for bridging the inter-generational wealth gap.
Episode 5: Paul Harper
This week I speak to a legend of recruitment within the industry and profession, Paul Harper about his book. It’s short and covers key information for firm principles.
Episode 4: Claire Evans
Claire Evans is quite simply THE best Voyant user in the UK – and – with a family business in 2Plan, is very close to professional financial planning in action. In this week’s, The Openwork Partnership Financial Planning Podcast, I speak to Claire about the exciting new venture.
Episode 3: Paolo Rosolek
Paolo Rosolek, our very own, WPC member, 160 press-ups a morning man, SOLLA member and life-cantered financial planner is our guest this week. It is a podcast not be missed - please enjoy!!
Episode 2: Dr. Louis Williams
This Week’s Podcast: Episode 2, features Dr Louis Williams, who has carried out research of consumer behaviour during and after the advice process, shares his findings with us. This is especially important in the context of Consumer Duty, the new regulatory framework that we will all be working under.