Advice Amplified

We've had an incredible time producing Season 1 of Advice Amplified, and we're pumped for Season 2! Thank you to all of our listeners, and thank you to all of our incredible guests (in chronological order): Micky Johal BFP FCA, Sam Tate, Phil Blows, Martin Jennings, Asif Naidu, Edward Gascoigne, Mark Stringer, Mathew Grice, Charles Walker, James Anderson, Cameron Waldron, Jym Brown, Shaunagh Wilson, Tej Singh, Philip Calvert, Samantha Secomb FPFS, Tom Ham, Gary Shepherd, Shauna Mullin and Jon Hart. We're aiming to release the next season at the end of Q4 2024. How will it be better? What have we changed? The next season will be much more actionable and it will also be segmented into topics for easy listening. We're still looking for sponsors, so if you're interested, contact Pete Ridlington or Advice Amplified on one of our social platforms and we can arrange a package to help enhance your brand's reputation. - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.adviceamplified.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Advice Amplified: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Learn about the world of Open Banking and Open Finance with Jon Hart, the API Partnerships Director at MoneyHub Enterprise. In this episode, Jon explains Open Banking and how it empowers individuals to own and share their financial data securely. He explains the broader scope of Open Finance, which includes investments, pensions, properties, and mortgages, and discusses the potential for revolutionary changes in how we interact with financial services. In this episode, Jon and Pete discuss: 00:00 - Introducing Jon Hart 00:54 - Open Banking vs Open Finance 08:43 - Open Banking APIs and third-party aggregators 10:04 - Open Banking use cases 14:32 - Helping people to understand the APIs 16:55 - Fact finding 22:33 - MoneyHub’s purpose and mission 23:53 - Pensions dashboard 27:00 - Will it solve information requests and LOAs? 28:40 - Looking into the future of financial advice and tech - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.adviceamplified.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Advice Amplified: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Ningi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

Learn about the challenges and opportunities that arise from integrating new technologies with legacy systems. Shauna discusses the evolution of digital tools that assist financial advisers, emphasising the importance of intuitive and easy-to-use solutions to enhance adviser-client relationships; she sheds light on how regulatory pressures and technological advancements are shaping the future of financial advice, making it more accessible and effective. In this episode, Shauna and Pete discuss: 00:00 - Introducing Shauna Mullins 01:00 - Using tech to power-up client relationships 02:13 - What’s the approach to starting implementing new tech? 04:08 - The unusual tech landscape 05:24 - Does tech even help advisers, or is it a hindrance? 08:17 - How to keep up with tech and AI 10:18 - Decision fatigue in a crowded market 13:52 - Where are you going over the next five years? 17:12 - Metrics for success and the purpose of an adviser 19:00 - Modernising the fact find 22:46 - Intergenerational financial planning 26:18 - AUM percentage vs subscription based charging 30:00 - Bringing in new people into the industry 31:00 - What’s most exciting about he industry you’re in? 32:28 - What’s the biggest challenge to overcome? - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.adviceamplified.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Advice Amplified: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Ningi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

Gary shares his experience of capturing a majority of the market with fresh new tech, and discusses the transformative role of data in the financial services industry. From the early days of DOS-based applications to the modern era, Gary provides insights into the evolution of tech in finance and its impact on business strategy and growth. Tune in to discover how innovation and data have reshaped the landscape of financial planning and what the future may hold for the industry.In this episode, Gary and Pete discuss:00:00 - Introducing Gary Shepard01:01 - The history of financial software05:32 - Balancing the fear and excitement of tech12:07 - Creating a windows-based system for financial planning14:10 - The power of data and integrations22:22 - Ownership of data33:42 - How do we get the industry excited about new technology? - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.adviceamplified.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Advice Amplified: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Ningi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

Tom shares candid insights into the challenges and victories of growing a business that not only aims for financial success but also maintains a strong ethical backbone, treats its employees like family, and upholds a legacy of impactful service. Discover how Tom’s vision for a business built on integrity and care for both clients and team members is setting a new standard in the financial advisory world. Tune in to learn from Tom's unique approach to business growth, his dedication to creating lasting relationships, and his commitment to leaving a meaningful legacy in the financial industry. In this episode, Tom and Pete discuss: 00:00 - Introducing Tom Ham 01:30 - Differences between inorganic and organic growth 05:21 - Intention business plans vs emerging changes 09:05 - Tempering aspirations and the heart of Calton 13:41 - Pricing models 17:35 - Tech’s role in Calton’s journey 25:03 - Plans for growth over the next few years - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.adviceamplified.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Advice Amplified: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Ningi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

Sam explores the unique challenges and opportunities women face in this traditionally male-dominated industry. She discusses the significant impact of decreasing female representation, not only as financial advisers but also as empowered clients shaping the industry's evolution. Sam's insights highlight the need for more inclusive practices, urging a shift towards recognising and valuing the diverse talents women bring to the table. In this episode, Sam and Pete discuss: 00:00 - Introducing Sam Secomb 01:02 - What female career progression looks like 04:07 - Technical skills and relationship skills 08:47 - How to make financial service more attractive to women 14:59 - The birth of Women's Wealth 20:43 - Pricing models in financial services 31:00 - Why prioritise bringing in more women? 38:15 - How changes should we make to be more inclusive? 42:07 - Balancing out workforce and childcare - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.adviceamplified.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Advice Amplified: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Ningi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

Phil shares his wealth of experience on leveraging technology and traditional methods to enhance lead generation and client engagement in the financial advisory sector. With a focus on education, personalization, and the power of AI, Phil offers actionable insights and examples of how advisors can transform their practices to meet the evolving demands of clients. Whether it's embracing AI for customized content creation or returning to proven tactics like seminars for direct connection, this conversation is packed with strategies to navigate the changing landscape of financial advice. Tune in for an enlightening dive into blending old-school approaches with cutting-edge technology to build deeper client relationships and drive business growth. In this episode, Phil and Pete discuss: 00:00 - Introducing Philip Calvert 01:08 - Marketing change over time05:15 - Educating clients as financial advisers08:13 - Video communication and testimonials10:32 - Effective strategies for engaging clients21:39 - Crafting engaging quizzes and scorecards24:55 - Best applications of AI in marketing32:13 - Creating AI avatars34:32 - How to get started with AI and press releases39:20 - Successful old-school marketing techniques - ⁠⁠⁠⁠⁠⁠⁠⁠⁠www.adviceamplified.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Advice Amplified: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Ningi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

Tej Singh unpacks the intricacies of property investment, emphasizing the unique benefits of leveraging in wealth creation. He contrasts property with other investment forms, highlighting control and the potential for significant returns. Tej also shares insights into risk management and the strategic mapping of investment strategies within the property sector. Join us as we explore the nuances of building and scaling wealth through real estate, offering listeners valuable strategies for their investment journey. In this episode, Tej and Pete discuss: 00:00 - Introducing Tej Singh 01:07 - Property vs stock market overview 04:26 - Active vs passive investment 05:30 - Building a balanced portfolio 07:48 - Property investment strategies overview 11:01 - Tej's journey through strategies 13:22 - Property regulation and the FCA 15:53 - Buy, Refurbish, Refinance (BRR) explained 22:00 - When does property investment fail? 24:45 - Education, avoiding misinformation and scams 30:06 - Content creation and building a brand 33:57 - Should landlords exist? 38:35 - Future prediction for the property market 41:04 - How do advisers engage with younger audiences? - ⁠⁠⁠⁠⁠⁠⁠⁠⁠www.adviceamplified.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Advice Amplified: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Ningi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

Shaunagh, the Operations Director at eParaplan, navigates the evolving landscape of financial planning and technology, highlighting the imperative for adaptation to captivate younger audiences. She discusses the nuances of intergenerational wealth transfer, advocating for enhanced financial literacy and the pivotal role of advisers in mentoring and guidance. Shaunagh also explores how digital innovations and community-building online can serve as pivotal tools for advisers to stay pertinent and approachable, thereby cultivating a culture of financial awareness and empowerment among diverse age groups. In this episode, Shaunagh and Pete discuss: 00:00 - Introducing Shaunagh Wilson 01:05 - Engaging younger generations 04:40 - The boring, old stigma attached to financial advice 06:28 - Keeping low cost clients engaged 08:40 - Innovations around pricing structures 12:50 - Effects of efficiency and pricing services 14:33 - Effective processes from an outsourcing perspective 19:41 - Focusing on client experiences 21:57 - Platforms’ poor performance for many clients 23:10 - Modern adviser tech review 25:00 - AI’s role in the future of paraplanning 29:38 - Intergeneration wealth and introducing advise 30:57 - Attracting people into the advise industry - ⁠⁠⁠⁠⁠⁠⁠⁠www.adviceamplified.co.uk⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Advice Amplified: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Ningi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

Delve deep into the heart of the financial advice gap with Jym Brown, a renowned author, PHD researcher, and Ningi's COO. Jym challenges conventional wisdom, drawing parallels between financial health and mental wellbeing, and proposes innovative solutions to bridge the advice gap. With his unique outsider's perspective, Jym unravels the complexities of consumer behaviour, technology's role in financial planning, and how social media can transform financial advice. Join us as we explore Jym's two-pronged strategy for making financial advice accessible, and discover how simple questions can lead to profound insights into improving financial health. In this episode, Jym and Pete discuss: 00:00 - Introducing Jym Brown 01:11 - What is the Advice • Gap Does it exist? 10:04 - Strengths and weaknesses of the financial literature 12:24 - How do we move forward? • Solving the Advice Gap 13:46 - Mental health’s relationship with financial health 16:24 - What needs to happen to affect this change? 18:09 - You are not a true disruptor • What does it mean? 23:46 - Reconciling exclusivity and wide availability - ⁠⁠⁠⁠⁠⁠⁠www.adviceamplified.co.uk⁠⁠⁠⁠⁠⁠⁠ - Follow Advice Amplified: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Ningi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠