درباره این پادکست 🔗
The Adeptli Podcast is a space for honest, experience-led conversations about financial advice.
We speak with advisers, industry experts and business leaders about the challenges facing advice firms today, from technical planning and regulation to running and growing a business.
The focus is simple: clear thinking, practical insight, and conversations that help advisers with the things that are currently on their mind.
فرکانس به روز رسانی:
every 21 days
میانگین طول صدا:
69 minutes
مصاحبه های مهمان
انگلیسی
انگلستان
8 قسمت
از سال 18 مه 2026
episodic
آخرین اپیزود 🔗
In this episode of The Adeptli Podcast, Jamie and Julia are joined by Brian Swanson, M&A specialist and co-founder of Avantum Partners, to explore what really makes a financial advice business ready to buy or sell.
Brian shares his perspective on the changing M&A market, the growing influe…
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اپیزود قبلی 🔗
In this episode of The Adeptli Podcast, Jamie and Dave are joined by Ian Price, who reflects on almost 50 years in financial services and how the advice industry has changed along the way.Ian discusses the shift from product-led advice towards financial planning and long term client relationships, …
What does it take to grow a financial advice business without losing control of the people, processes and client experience along the way?
In this episode of The Adeptli Podcast, Jamie and Dave are joined again by Sian Matheson, Managing Director of Meta, and Thomas Kelly, Director of Operations at…
Jamie and Julia are joined by Thomas Kelly, Director of Operations at William James, and Sian Matheson, Managing Director of Meta, to explore what really happens inside the engine room of a financial advice firm.
The conversation looks beyond the client meeting to examine the people, processes, sys…
How do you grow a financial advice business without losing the personal touch?
In this episode of The Adeptli Podcast, Jamie and Dave are joined again by Alex Kell, Principal of Quayside Wealth Management, to explore what it really takes to grow a financial advice business.
Alex shares the story of…
In this episode of the Adeptli Podcast, we’re joined by Alex Kell, Chartered Financial Planner and Principal of Quayside Wealth Management, to explore what it really takes to build trust with clients.
Alex shares his journey into financial advice, the lessons he learned from changing careers, and w…
In this episode, Jamie is joined by Adeptli co-founder Dave and retirement planning expert Andrew Stokes to explore one of the most significant upcoming planning changes facing advisers and clients.
From April 2027, unused pension funds and death benefits will form part of an individual's esta…
Episode description - In this first episode of the Adeptli Podcast, Jamie and Julia are joined by Andrew Stokes, who spent over 40 years in retirement planning, including around three decades as Head of Pensions at St. James’s Place. Andrew has recently retired himself, giving him a rare view of re…
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‐ Benjamin "Llamacorn" Franklin
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