The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
'If you're going to sell your advice business, get to the front of the queue'
In the second part of our special podcast on selling advice businesses, broker Peter Trotman returns to update Ollie Smith on the threats to the advice consolidation market.
'The regulator's given us 8/10': inside the platform market study
Ollie Smith and Jack Gilbert are joined by 7IM head of intermediary Verona Kenny to discuss the implications of the platform market study.
We need to do more on ethics: the CISI talks financial planning exams
The ethics element to advisers' training is not yet strong enough, according to this week's podcast guest, Jackie Lockie, head of financial planning at the Chartered Institute for Securities & Investment.
'Leaders need humility': AAB CEO talks company culture with NMA
This week AAB Wealth chief executive Fraser Porter joins features editor Natasha Turner and UK head of audience development Ian Horne to discuss company culture.
'I thought: I can't do this anymore': mental health in financial services
Ollie Smith is joined by Lang Cat director of consulting Steve Nelson to discuss what more we can do to break down the taboo of poor mental health in the financial services.
Vulnerable clients: don’t wait on the regulator for solutions
In anticipation of further regulatory scrutiny regarding how financial services firms help vulnerable clients, Ollie Smith sits down with Canada Life technical director Andrew Tully and AJ Bell senior analyst Tom Selby to talk about the practicalities of protecting people who are vulnerable.
Valentine's Day Special: Is Britain's retirement romance on the rocks?
On the most romantic day of the year, Ollie Smith is joined by former BlackRock head of UK retail Tony Stenning to examine the great British love affair with retirement. But is the relationship on the rocks?
Mind the gap: inside gender and pay in financial advice
NMA features editor Natasha Turner is joined by paygaps.com chief commercial officer Innes Miller to discuss the gender pay gap in financial advice.
Why the pensions dashboard must be funded by an industry levy
Smart Pension director of policy Darren Philp sits down with Talya Misiri and Ollie Smith to discuss the implications of the government’s consultation on the pensions dashboard.
Mifid II turns one: 'this is the one rule that is absolutely barking...'
Ollie Smith is joined by the Lang Cat's Mike Barrett for this podcast examining one year of Mifid II. Expect a bizarre quiz, incisive analysis, and the revelation that Barrett has never seen The Lord of the Rings films.
Conference special: giving financial advice a health check
Regular NMA contributors Jeannie Boyle and Darren Lloyd Thomas sit down with Ollie Smith to put financial advice through a health check. Expect some home truths, ethical insight and - of course - the usual quiz.
Pod rest ye Merry Gentlemen! Listen to our bumper Xmas episode
Ollie Smith, Natasha Turner, Charles Walmsley and special guest Tom Selby take in the year that was.
Adviser special: how to sell your business (the right way)
In a special podcast, Ollie Smith is joined by Ovation Finance chairman Chris Budd and broker Peter Trotman to navigate the pitfalls of business sales and succession. Expect rampant quizzing, difficult detail, and some outrageous anecdotes.
Innovation nation: how life companies are fighting the digital war
Aviva head of retirement Alistair McQueen sits down with Ollie Smith to explain how life companies are trying to stay ahead of the digital curve.
Beating the Budget blues: our bumper boring Budget podcast bonanza
Jack Gilbert and Frank Talbot sit down with Ollie Smith to digest this week's Budget, which left many unimpressed.
Fintech marketing, bad brands, and why Facebook isn't running money
In a lively episode of Planning People, Foco Global's Amy Rowe and Michael Taggart join Ollie Smith to discuss fintech marketing, the future of tech, and why advisers should care a lot more about technology.
The generation game: miserable millennials, boomers in business, and generation X marks the spot...
Dr Eliza Filby of Kings College London sits down with Ollie Smith to talk inter-generational differences, mansplaining, and the plague of extended adolescence.
'People opposed to crypto regulation won't be here in five years'
Steeleye CEO Matt Smith is on a mission: to make people love regulation. In this episode, he tells us all about how his firm and what the fintech market may look like in five years' time.
'Boris never goes away': our podcast from Conservative Conference '18
Birmingham, Boris and Brexit. Those were the big three Bs this week. NMA online producer Ollie Smith was on the ground, and brings you this podcast from the floor of the Conservative Conference 2018.
Learning the art of nonviolent communication
In this episode 2plan Wealth Management IFA Cleona Lira sits down with Ian Horne and Ollie Smith to explain how discovering non-violent communication enhanced her relationship with clients.