Insights: BWD Boardroom

Watch Episode 1 of The 1% Club as Ann-Marie Atkins shares how top 1% financial planners win clients, build reputation and drive exceptional growth.

Former U.S. Navy Intelligence Officer Lena Sisco joins BWD’s James Walker to explore the power of elicitation — revealing how better conversations build trust, uncover intent, and lead to stronger professional outcomes.

After 15 months of mentoring aspiring financial planners, Dave Robinson is finally stepping back - but not before sharing everything he’s learned. He’s recorded one final, in-depth conversation to support anyone considering a career in the profession

In October 2024, BWD Search & Selection hosted a roundtable to discuss the variety and need (or otherwise) for ‘Alternative Endgames’.

Stay tuned for thought-provoking discussions, inspiring stories, and invaluable insights. Together, let's explore the vast landscape of the financial services industry and stay ahead IN THE KNOW

BWD Insights: Consumer Duty Full Webinar

We are delighted to share our latest BWD Boardroom webinar: Developing an Inclusive Culture.

D&I is something that is and has been high up the agenda for many firms in the last 18-24 months but, from a recent report for a client, we found that there are still disparities between the male to female split in the majority of firms.

With exponential rises in fees & levies, is the FCA forcing good advisers out of business & exacerbating the advice gap?

Following on from our recent BWD Boardroom live webinar, we wanted to share some of our favourite clips. The focus of the webinar was Responsible Investment & the question was: Do people REALLY care about ESG?

We're delighted to share our latest BWD Boardroom live webinar that was held on Thursday 9th July 2020.