Listen now to the Upfront podcast

Advisely-Team

Advisely Team

2 months ago

If you’re in the financial services industry, listen up.

Bold, frank, honest and totally unlike any other financial services podcast, Upfront is here to tackle the industry’s challenges and help build financial advice businesses people truly love (yes, we said love).

Listen here or get Upfront on your favourite podcast app and subscribe and follow so you never miss an episode.

Series 3 has got a brand new host – the amazing Emmanuel Asuquo! He’s a financial adviser, TV personality and author. He’ll be asking the questions that nobody else is asking and getting guests to drop some serious gems to help you shine.

Click below to listen the episodes that interest you but make sure you become an Advisely member first!

Episode 1: Suits You

Suit or no suit? To what extent does a suit and tie convey trustworthiness to the average client? Would that client be more or less inclined to trust advice given by someone wearing a hoodie? Is there room for an adviser to incorporate authenticity and personality into their service without endangering their professional reputation?

Emmanuel decided to take these questions to an expert: personal branding coach Jennifer Holloway. In this episode, he and Jennifer discuss adviser stereotypes, consumer expectations and Fanta Fruit Twist. Listen now.

Episode 2: It's Showtime!

What do top advisers do differently? If you're a financial adviser, you could be spending as much as 70% of your time on activities that don't generate revenue.

So how can you make the most of that remaining 30%? If you're aiming to generate leads and win new business, should you focus on educational content – or are live events and webinars a better approach? Does AI have any role to play?

In this second episode, Emmanuel welcomes financial advice marketing expert (and creator of the world’s best G&T) Philip Calvert to answer these questions – and more. Listen now.

Episode 3: It's Not Fair

Is financial services failing women? That’s the upfront question for Camilla Love, the founder of Future Females in Finance, who aims to get more women into – and interested in – finance.

Join Emmanuel as he explores the shocking statistics about the gender wealth and pay gap, and the sector's role in closing it. Listen now.

Episode 4: Shift Happens

What’s shaking up the financial advice sector? Something big, according to our guests John O’Mahony and Professor Deen Sanders OAM, the authors of a new report Advice 2030: The Big Shift.

Join Emmanuel as he chats to John and Deen about the seven megatrends impacting financial advice over the next five years and the choices that every advice business must make now if they want a piece of the enormous opportunity that awaits. Listen now.

Episode 5: Do you mind?

Are financial services doing enough to help neurodiverse people? 20% of the population is estimated to be neurodivergent (ND), yet reports show investment firms and financial advisers are falling short when it comes to serving people with cognitive differences like autism, ADHD and dyslexia.

In this episode, Emmanuel talks to Krystle McGilvery, a behavioural finance expert and founder of Mind Over Money, to learn more about what ND means, how it shows up, and how it affects money management. Listen now.

Episode 6: Change the subject – Coming out on 6th September 2024

Is a fear of maths putting people off doing more with their finances? Over half the working population has the numeracy levels of a primary school child, and a third of adults say they actively avoid anything to do with numbers and data. To find out what can be done to change this, we’ve called in the big guns – mathematician and comedian Adam Spencer.

Join Adam and Emmanuel for a fun and fascinating chat about money and maths. Are we teaching maths all wrong? What effect is a cashless society having on children’s understanding of money? Can we make finance fun? Why are some infinities bigger than others? And was learning Pi a complete waste of time? Listen now.