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PODCAST

Inside Wealth

Tom Spencer, Founder - Finden Advisory

The purpose of the Inside Wealth podcast is to provide our listeners with an insight into the mind and makeup of the most successful Leaders, Disruptors, Entrepreneurs and Relationship Managers in the market. By holding conversations with a diverse range of guests, we hope that our listeners will come away with new concepts and ideas which they can implement into their own professional lives. This cover topics such as leadership, personal well-being, time management skills, influencing skills,

business

All Episodes

01:11:20

Innovating with a 3 client mindset- Episode 36 -...

Inside Wealth ·

2024/06/26

Welcome back to the Executives in Wealth Management podcast. In this episode, Thomas Spencer spoke with Anthony Carty, the Director of Clifton Asset Management, about his journey through the wealth management industry, including his perspectives on joining the sector from a less privileged background. They also discussed topics such as pension management, advice for founders and hiring challenges in the financial sector. Listen in to hear more from an inspiring executive in the wealth

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01:01:56

Creating a Future Proof Proposition - Episode 35 -...

Inside Wealth ·

2024/06/12

Welcome back to the Executives in Wealth Management podcast. Thomas Spencer was joined by Nataša Williams, the Co-Founder & CEO of Cadro, to talk about her perspectives on networking, leadership and changing needs of HNW & UHNW clients. In this episode, the pair also discussed Nataša’s recent win of ‘Woman of the Year’, and how these awards impact people and companies in the industry. Listen in to hear another incredible story from the wealth management space. The Executives in Wealth Management

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00:58:22

Creating Shared Visions in Wealth Management -...

Inside Wealth ·

2024/05/29

In this episode, your host, Thomas Spencer, was joined by Verona Kenny, the Ex Managing Director, Intermediary at 7IM, to discuss her varied, global career in wealth management. The pair also touched on the importance of building a positive culture within your business, how to bring your entire team on the same journey, and the mindset shifts that come from moving from subject matter expert to industry leader. Listen along to discover more about international wealth management teams. The

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01:14:31

Attracting Young People to Financial Services -...

Inside Wealth ·

2024/05/15

Welcome back to the Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, was joined by the CEO and Founder of The Lang Cat, Mark Polson, to talk about his passion for theatre and financial planning. They also talked about the state of the market, why Mark was inspired to start his business and the importance of bringing young talent into the industry. Listen in to find out more about unique careers within the wealth management sector. The Executives in Wealth

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01:05:27

Leadership to M&A Advisory- Episode 32 - Andy...

Inside Wealth ·

2024/05/01

Welcome back to the Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, was joined by Andy Cumming, a Partner at Catalyst Partners LLP, to talk about the different opportunities that exist across the wealth management sector. They also discussed the variety of investment opportunities and deal structures that Andy has experienced during his career. Tune in to discover more about the investment and sales side of financial services. The Executives in Wealth

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01:14:36

A short history of the advice market - Episode 31 -...

Inside Wealth ·

2024/04/17

Welcome back to the Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, was joined by John Cowan, the Chair of the Sesame Bankhall Group, to discuss the financial advice industry and how it has changed since the beginning of his career. They also talked about John’s early life and the impact that his father had on his career. Tune in to find out more about the changes happening in the financial services sector. The Executives in Wealth Management podcast is

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01:02:06

Using AI in Financial Planning- Episode 30 - Andrew...

Inside Wealth ·

2024/04/03

Welcome back to the Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, was joined by Andrew Storey, the Group Innovation Director at EV Financial Services, to discuss the impact of technology on financial planning services. They also talked about Andrew’s professional background and his path into financial services. Listen in to learn more about using AI in wealth management. The Executives in Wealth Management podcast is brought to you by Signia Search

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01:01:45

Learning Beyond Your Comfort Zone - Episode 29 -...

Inside Wealth ·

2024/03/20

Welcome back to the Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, was joined by Thomas Dudley, former CRO at both Novia and Parmenion, who recently Founded The Compliance Platform, to talk about the best ways to progress in the wealth management sector. They also discussed Thomas’s experiences in the financial space, including topics such as leadership vs management, creating structure and taking accountability. Listen in to find out more about developing a

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01:08:26

Adopting Automation & AI - Episode 28 - Chris Davies,...

Inside Wealth ·

2024/03/06

In this episode, your host, Thomas Spencer, was joined by Chris Davies, the Founder of Model Office, to discuss the impact of adopting new technologies in the wealth management sector. The pair also talked about Chris’s professional background, from his early jobs in banks to pushing for technological advancements in recent years. Listen in to find out more about the role of technology in wealth management. The Executives in Wealth Management podcast is brought to you by Signia Search &

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00:58:14

Maintaining Ambition in Wealth Management - Episode...

Inside Wealth ·

2024/02/21

In this episode, your host, Thomas Spencer, was joined by Jackie Boylan, the Global Head of Investor Servicing at Fidelity International, to talk about navigating a career in the wealth management space.They also discussed Jackie’s route into the wealth management sector, the importance of maintaining a diverse team, and the difference between Australian and British financial advice services. Listen in to learn more about careers in wealth management. The Executives in Wealth Management podcast

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00:55:10

Customer Focused Leadership - Episode 26 - Gillian...

Inside Wealth ·

2024/02/07

Welcome back to the Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, was joined by Gillian Hepburn, the Commercial Director at Benchmark Capital, to discuss effective leadership in the wealth management industry. They also explored the importance of understanding your customers and how you can shape your proposition to meet their goals, as well as Gillian’s work with women’s groups in the sector. Listen along to learn more about diverse approaches to leadership

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00:56:45

Championing 10,000 Black Interns - Episode 25 -...

Inside Wealth ·

2024/01/24

Welcome back to the Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, was joined by Stuart Breyer, the Chief Executive Officer at mallowstreet. They talked about the importance of authentic leadership, the role of AI in the wealth management industry and wider society, and the story behind the 10,000 Black Interns project that Stuart is a part of. Listen along to learn more about leadership in the wealth management industry. The Executives in Wealth Management

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01:01:24

Managing a Lean Team - Episode 24 - Nick Stebbing

Inside Wealth ·

2024/01/10

Welcome back to the Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, was joined by Nick Stebbing, whose most recent role was the Chief Operating Officer at Saltus. They had a fascinating discussion, touching on Nick’s background before diving into his experience of implementing a lean management approach and vertical integration, as well as his focus on diversity and well-being at work. Listen along to gain valuable insights into the people inside the wealth

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01:09:06

Helping People - Episode 23 - Steven Rowe

Inside Wealth ·

2024/01/02

Welcome back to Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, spoke to Steven Rowe, the Director & IFA at Lucent Financial Planning, about the importance of personal connections in the wealth management industry. Steve also shared his own story of getting into the industry, before explaining why understanding and supporting people is at the heart of a successful wealth management process. Listen along to find out more about people-centric wealth

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01:02:08

Empowering Your Team - Episode 22 - Stephen Gazard,...

Inside Wealth ·

2023/12/13

Welcome back to the Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, spoke to Stephen Gazard, the Chief Distribution Officer at Quilter plc, about creating success in the wealth management industry. They also discussed the importance of working together to create a positive atmosphere where businesses and individuals can thrive. Tune in to find out more about professional success in the wealth management space. The Executives in Wealth Management podcast is

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01:07:37

Delivering Extraordinary Results - Episode 21 - Peter...

Inside Wealth ·

2023/12/05

Welcome back to Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, is joined by Peter Mann, Non-Executive Director and Chairman for several financial institutions. Peter shared his extraordinary career journey, as well as his outlook on collaborative strategy creation and his innovative approach to delivering outstanding results. The conversation moves to Peter's son Blair and the terribly sad decision that he made to take his own life. Since then, Peter

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01:01:19

Developing Business-Critical Skills - Episode 20 -...

Inside Wealth ·

2023/11/15

Welcome to the 20th episode of The Executives in Wealth Management Podcast! This week, your host, Thomas Spencer, was joined by Daniel Baade, the CEO of Dyer Baade & Company, which is an independent corporate finance boutique. Daniel has had a fascinating career in the wealth management space, including publishing a number of books before joining the corporate world. Now he is leading a company that is at the forefront of the consolidation space, and has valuable insights for leaders and

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00:53:17

Developing a Growth Culture - Episode 19 - Justine...

Inside Wealth ·

2023/11/09

Welcome back to the Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, was joined by Justine Randall, the Chief Commercial Officer at Tatton Investment Management Limited, to discuss the importance of effective leadership. They dove into Justine’s life and story, from her early life through her fascinating career in the wealth management space. They also covered the theme of growth that has run through Justine’s career, both on a personal and managerial

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01:02:38

Learn How to Think - Episode 18 - Robert Gardner,...

Inside Wealth ·

2023/10/18

Welcome back to another episode of the Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, was joined by Robert Gardner, the Co-Founder of Redington and Co-CEO and Co-Founder of Rebalance Earth. The pair talked about Robert’s fascinating international background, his insights into the wealth management industry and the advice he’s gathered along the way, before diving into the mission behind Rebalance Earth. Listen in to learn how to use your wealth to benefit not

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00:49:59

Embrace Curiosity - Episode 17 - Heather Hopkins,...

Inside Wealth ·

2023/10/04

Welcome to Episode 17 of the Executives in Wealth Management podcast. Thomas Spencer was joined by Heather Hopkins, the Managing Director at NextWealth. They talked about Heather’s unconventional career path, moving from research and analysis into the wealth management space. They also touched on the process of establishing Heather’s company, including the importance of her network and support system during that time. Listen in for another brilliant conversation.

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