))
Join us as we dive into the world of financial services, bringing you insightful conversations with industry leaders and key figures. Whether you’re a Financial Adviser, Mortgage Adviser, Paraplanner, or a Financial Services Business Owner, Talk FS is your go-to podcast for uncovering the lessons learned and experiences that have shaped successful careers in the UK financial services sector. Tune in for expert advice, industry trends, and personal stories that will inspire and inform your jo ...
…
continue reading
1
IFA Admin to IFA Business Owner: The Journey with George Thomas #9
32:26
32:26
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
32:26
In this episode of Talk FS, Ryan Venner interviews George Thomas, a financial planner and director at Four Pillars Financial Planning. They discuss George's journey from university to becoming a financial planner, the importance of mentorship, qualifications, and soft skills in the financial services industry, and the challenges and rewards of runn…
…
continue reading
1
Innovating Financial Services: Insights into the FCA with Ravi Bhalla #8
41:07
41:07
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
41:07
In this episode of Talk FS, Ryan Venner interviews Ravi Bhalla, the former head of innovation at the FCA. They discuss the FCA's role in promoting innovation within the financial services sector, the importance of proactive engagement between firms and regulators, and the impact of the new consumer duty on the industry. Ravi shares insights on the …
…
continue reading
1
Understanding the Value of Networks in Financial Services with Julia Smith #7
40:59
40:59
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
40:59
In this episode, Ryan Venner speaks with Julia Smith, a seasoned professional in financial planning and mortgage advisory. They explore the misconceptions surrounding networks in the financial services industry, the benefits of being part of a network, and the critical importance of business planning. Julia shares her insights on coaching versus me…
…
continue reading
1
2024 Financial Planning Recruitment Summary with Adrian Watson #6
35:16
35:16
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
35:16
In this episode of Talk FS, Ryan Venner engages with Adrian Watson, a seasoned expert in financial recruitment, to explore the current landscape of the financial planning market. They discuss the challenges faced in recruitment, the impact of economic factors such as cost of living and interest rates, and the evolving dynamics between employed and …
…
continue reading
1
Demystifying Equity Release: What is Later Life Lending with Elaine Cook #5
30:28
30:28
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
30:28
In this episode, Ryan Venner interviews Elaine Cook, an expert in equity release and later life lending. They discuss common misconceptions about equity release, the evolution of products in the market, and the importance of independent advice. Elaine shares her journey in the industry, the regulatory protections in place for clients, and the signi…
…
continue reading
1
My Journey to becoming a Financial Advisor with Linzi Webb #4
33:56
33:56
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
33:56
In this episode of Talk FS, Linzi Webb shares her inspiring journey from aspiring financial advisor to achieving her goal. Starting as an administrator, she navigated her way through the financial services industry, gaining valuable experience as a paraplanner before finally becoming a financial advisor. Linzi discusses the importance of support fr…
…
continue reading
1
Effective Business Planning in Financial Services with Nick Hayes #3
31:27
31:27
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
31:27
In this episode of Talk FS, Ryan Venner speaks with Nick Hayes, Managing Director of Peer Financial Solutions, about the essential elements for success in the financial services industry. They discuss the significance of having a practical business plan, the importance of community among self-employed advisors, navigating market challenges, and the…
…
continue reading
1
Building a Strong Team in Financial Services with Helen Clague #2
39:09
39:09
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
39:09
In this episode of Talk FS, Ryan Venner speaks with Helen Clague, Operations Director of Riverside Financial Consultants, about the importance of teamwork in financial planning. They discuss strategies for building the right team, the significance of fit in recruitment, and the value of career development. Helen shares insights on creating a strong…
…
continue reading
1
Becoming a Mortgage Advisor and succeeding within an Estate Agency with Mike Morris #1
38:23
38:23
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
38:23
In this episode of the Talk FS podcast, Ryan Venner interviews Mike Morris, Operations Manager at Andrews Mortgage Services. They discuss Mike's transition from a decade-long career in recruitment to becoming a successful mortgage advisor and eventually a manager. The conversation covers the importance of people skills in mortgage advice, building …
…
continue reading
Welcome to Talk FS, the podcast, hosted by Ryan Venner, where we delve deep into the world of financial services. Whether you're an IFA, Mortgage Broker, Paraplanner, Manager, or Financial Services Business Owner, this podcast is for you. As we all know, the financial services industry is constantly evolving with new regulations, technologies and m…
…
continue reading
