Podcasts

Ann-Marie Atkins shares lessons on trust, collaboration, leadership and the future of financial planning, exploring why excellence, emotional intelligence and human connection remain essential in modern advice.

In episode 49 of BWD In The Know, Ellie Corkill speaks with Jay Dhaliwal APFS in the first episode of The Human Side of Wealth Management, discussing resilience, representation, personal brand, soft skills and the power of showing up.

Paul Miller explains why legacy CRM systems aren’t the source of truth, the risks of poor data in advice firms, and why AI will only amplify the problem if the foundations aren’t fixed.

Emma Hardiman joins the podcast to explain why marketing shouldn’t be a support function, but a driver of growth, trust and strategy in financial planning firms.

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.

James McPartland shares the story of building a £400m advice business, the frustrations that led him to leave, and the reality of resigning from his own firm to start again.

James speaks with John White and Mike Toole about why the future of financial advice may look more like its past; with AI handling the technical load and human judgement, empathy and trust becoming the true differentiators.

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.

James speaks with Vicky Hicks, Co-Founder of Melo, about building and selling a firm, the realities of today’s M&A market and why clear processes, strong propositions and essential technology protect business value long before an exit.

James speaks with Tom Francis of Octopus Money about how the role of the financial planner is changing, the influence of behavioural psychology, and how technology could scale quality financial advice to millions.

Harry McNeill speaks with Paul Hance about leadership, learning, and the human side of actuarial work — exploring how relationships, adaptability, and AI are redefining success in the modern profession.

Harry McNeill speaks with Gerrit Marais about his journey from South Africa to Canada, exploring how networking, mentorship, and continuous learning help actuaries build careers beyond borders.