Navigating Wealth Creation and the Vitality of Strategic Financial Planning

"Navigating the Workers Protection Act: What Every SME Needs to Know" In this podcast Rob is joined by Sally-Anne from Reality HR to discuss the upcoming Workers Protection Act 2023, which is set to take effect in October. The Act represents a significant shift in employment law that impacts all businesses. Sally-Anne outlines the key changes businesses need to be aware of, including the requirement to take "reasonable steps" to prevent harassment, the potential for increased employment tribunal claims, and the importance of comprehensive policies, training, and reporting mechanisms. The discussion covers practical steps businesses can take to ensure compliance.

In this podcast Rob is joined by Evoke colleague Stuart George where they discuss the nuances of linking Purpose, People & Profit as core elements of running a successful SME business. Many businesses are currently focused on what can appear to be competing demands of meeting all three of these "P's". During this discussion we share practical tips to bring all these components together to work in unison to help drive forward a successful SME business.

In this podcast Rob delves into the realm of legal agility with Helen Goldberg, Co-Founder and COO of Legal Edge. In this insightful conversation, they explore how SMEs can harness the power of flexible fractional legal services to propel their businesses forward. From the advantages of adaptable legal solutions to the crucial role of proactive legal counsel in fostering growth, Rob and Helen shed light on navigating legal complexities without stifling entrepreneurial momentum.

Artificial intelligence (AI) is changing at such a fast pace and the AI ship has well and truly left the dock! Although there is so much more change and improvement to come and aspects of current AI development will ultimately be super seeded, the key thing is to jump on board the AI ship and make sure you, your team and your business don't get left behind. In this podcast Rob speaks to Evoke Management colleagues Jerry Boersma and David Mutton about practical tips to stay aware of the AI trends and see where you can implement AI in your business through some practical steps.

Join host Rob as he sits down with Jerry Boersma, an experienced Technology Entrepreneur from Evoke, dedicated to empowering SMEs with effective IT strategies. Together, they delve into Jerry's proven methods for leveraging technology to tackle business challenges head-on. From optimizing processes to boosting profitability, discover actionable insights to elevate your business's bottom line

Dive into the dynamic world of technology investment with our latest episode! Hosted by Rob, this insightful conversation features Jerry Boersma, a Portfolio-Experienced Technology Director from Evoke Management, and Paul Jarrett, the innovative CEO and Founder of Sonin, a thriving app development company. Join them as they explore the intricacies of investing in technology, breaking down the decision-making process, and highlighting the advantages of choosing bespoke solutions over off-the-shelf options. Discover the secrets of leveraging technology investments to either enhance efficiency and save costs or drive revenue growth, providing a roadmap for businesses looking to harness the power of tech for strategic and financial success.

Brace yourself for an insightful episode as Rob is joined by Neil Palmer, a corporate partner and co-head of the esteemed Employee Ownership Solutions team, along with Alan Taylor, Senior Business Development Manager at Fieldfisher. Together, they dissect the crucial considerations surrounding Succession and Exit through Employee Ownership, uncovering the intricate details that entrepreneurs, shareholders, and employees must grasp before committing to this transformative path. In this discussion, Neil and Alan introduce the concept of the "Employee Ownership Iceberg" and the "Employee Ownership Sandwich," providing a metaphorical roadmap to navigate the complexities of succession and exit strategies. Delve into the nuances of understanding what this transition truly means for all stakeholders involved. Whether you're a founder, shareholder, or employee, this episode equips you with essential insights to embark on the journey towards employee ownership with confidence and clarity.

In this episode Rob is joined by David Sheppard, esteemed Wealth Manager at Morrison Wealth and Industry Expert at International Leaders UK. Together, they unravel the profound purpose behind wealth creation and delve into the often overlooked yet crucial realm of best-in-class financial planning. Join them as they shed light on the importance of this often underestimated process, offering valuable perspectives that bridge the gap between the urgent and the enduring in the journey towards financial prosperity.

Anyone heard that 80% of Marketing doesn't work? In this episode Rob is joined by Jackie Key from Key Principles as they unravel the mysteries of Marketing ROI. Gain valuable insights into effective tracking methods, learn what to expect from your in-house marketing team or outsourced agency, and delve into the crucial communication dynamics between sales and marketing teams to ensure you have the right focus on ROI.

In this episode of the Move Your Business Forward Podcast we talk through actionable steps, including targeted market analysis, operational optimisation, and innovative marketing techniques to re-vitalise your business. Talking through their personal experiences, Keith and Sam walk through identifying and capitalising on hidden opportunities and fostering adaptability and innovation within your business.