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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

01:05:53

Promoting Financial Wellbeing - Episode 16 - Ruth...

Inside Wealth ·

2023/09/20

Welcome back to the Executives In Wealth Management podcast. Episode 16 featured a conversation between your host, Thomas Spencer, and Ruth Sturkey, a Business Coach for Financial Planning Business Owners and the Chair at the Institute for Financial Wellbeing. They talked about the motivation behind Ruth creating her own business, and why ethical money management is so important to her. They also touched on how wellbeing can be implemented in your own business, as well as for your

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00:55:44

Technology in the Wealth Management Sector - Episode...

Inside Wealth ·

2023/09/06

Welcome back to the Executives In Wealth Management podcast. In Episode 15 your host, Thomas Spencer, was joined by David Ferguson, the CEO at Seccl. The pair dove into David’s professional background and experiences in the wealth management sector, covering how he got into the industry and his time at Nucleus Financial. They also touched on his leadership lessons, how he uses a company vision to motivate his team and the challenges of managing in the wealth management space. Tune in for another

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00:53:19

Lessons from an Entrepreneur - Episode 14 - James...

Inside Wealth ·

2023/08/23

Welcome to another episode of the Executives in Wealth Management podcast. This week, your host Thomas Spencer sat down with James Dingwall, a Founder and CEO in the financial service and compliance spaces. James shared his advice for people who are growing their businesses, including how to balance impostor syndrome and overconfidence, and the importance of trusting cultures in the wealth management space. Tune in for an insight into another fascinating executive!

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00:53:57

Building Relationships in Wealth Management - Episode...

Inside Wealth ·

2023/08/09

Welcome back to the Executives In Wealth Management podcast. Episode 13 features a fantastic conversation between your host, Thomas Spencer, and Svenja Keller, who is an independent financial advisor and coach, specialising in lifestyle choices. The pair covered the importance of relationships and trust in the wealth management space, as well as finding your purpose through your four words. They also unpicked the emotional journey that Svenja has been on during the move from corporate life in

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00:36:30

Building a Driven Team- Episode 12 - Pete Ridlington,...

Inside Wealth ·

2023/07/27

Welcome to another instalment of the Executives in Wealth Management podcast. This week, your host Thomas Spencer was joined by Pete Ridlington, the Founder and CEO of Ningi. Pete shared his story of setting up Ningi, as well as the origin of its name. The pair also talked about managing teams in a startup environment, the importance of pursuing passion projects at work and how tech works within the wealth management space. Tune in for more insights into another fascinating executive.

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00:44:40

Improving Diversity in Wealth Management - Episode 11...

Inside Wealth ·

2023/07/12

Welcome to Episode 11 of the Executives in Wealth Management podcast. In this week’s episode, Thomas Spencer spoke to Kathryn Kendall, the Chief People Officer at Saltus, to talk about all things company culture. They dug into Kathryn’s background and inspiration before uncovering the secrets to building a strong culture and HR’s place in facilitating that growth. Listen in for a fantastic interview.

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00:52:09

Building a Referral Culture - Episode 10 - P K Patel,...

Inside Wealth ·

2023/06/28

Welcome to another episode of the Executives in Wealth Management podcast. On Episode 10 your host, Thomas Spencer, was joined by the Head of Wealth Management at Handelsbanken Wealth & Asset Management, P K Patel. The pair talked about leadership and management in the financial industry, including P K’s belief in leading from the back. The pair also covered several methods to bring your team along with you, which are invaluable insights for anybody who is leading in the space. Tune in for

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00:56:46

Becoming an Employer of Choice - Episode 9 - Ian...

Inside Wealth ·

2023/06/14

Welcome to Episode 9 of the Executives in Wealth Management podcast. On this week’s episode, Thomas Spencer was joined by Ian White, Chief Executive Officer of Beckett Investment Management Group. They had a fascinating conversation about why Beckett's have chosen to become a B Corp organisation, while diving into leadership topics such as company culture, starting a new role and Ian’s lessons from the acquisition space. They also touched on Ian’s experiences of mental health and how he’s

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00:52:14

Risk & Reward in Wealth Management - Episode 8 -...

Inside Wealth ·

2023/05/31

Welcome to Episode 8 of the Executives in Wealth Management podcast. This week, your host, Thomas Spencer, was joined by Soondra Appavoo, the CEO of Craven Street Group. During this episode the pair dive into the importance of doing the right thing, managing risk and reward and how to make your business attractive to a potential buyer. Tune in for more fascinating insights from the wealth management industry!

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00:56:20

Building Your Tribe - Episode 7 - Alan Smith, the CEO...

Inside Wealth ·

2023/05/17

Welcome back to the Executives in Wealth Management podcast. This week, your host Tom Spencer was joined by Alan Smith, the CEO and Founder of Capital Asset Management. In this episode they dive into Alan’s professional history and how he uses podcasts to gain clients and colleagues, as well as his advice for creating a scalable marketing strategy. Tune in to learn more about another fascinating executive in wealth management.

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00:42:05

Moving Sideways to Progress - Episode 6 - Eddy...

Inside Wealth ·

2023/05/03

In this episode of the Executives in Wealth Management podcast Tom Spencer was joined by Eddy Reynolds, who is the Chief Executive Officer of Close Brothers Asset Management. During the episode they talked about Eddie's approach to his own career, what strong communication looks like, and the importance of setting a North Star. They also got to know Eddie on a personal level, including his early history and key influences on his mindset. Tune in for insights on another inspirational

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00:57:43

The Elegant Exit - Episode 5 - Colin Lawson, Founder...

Inside Wealth ·

2023/04/19

Episode 5 of the Executives in Wealth Management podcast saw our host, Tom Spencer, sit down with none other than Colin Lawson, the Founder and Partner at Equilibrium Financial Planning. They did a deep dive on Colin’s family background and early career to uncover the steps that led to his success, covering everything from his struggles at school to the mindset that set him apart from his colleagues. Colin also talked about why his company culture is so important to him as a leader, how a vision

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00:38:43

Non-Executive Leadership - Episode 4 - Ed Dymott,...

Inside Wealth ·

2023/04/05

Welcome to Episode 4 of the Executives in Wealth Management podcast. In this episode, Tom Spencer is joined by Ed Dymott, the Managing Director Wealth of Benchmark Capital. They talk about everything from Japanese philosophy to how poor management can lead to a single point of failure, and the nuances of operating as a non-executive director. Listen in for some fantastic insights from seasoned industry leaders.

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00:45:56

Effective Management Skills - Episode 3 - Emma...

Inside Wealth ·

2023/03/22

This episode is all about management. Tom Spencer sat down with Emma Watson, the Head Of Financial Planning & Advisory Services at Rathbones, to talk about what makes a successful leader in the wealth management sector. Emma’s experience covers over two decades of financial planning and support, including roles at Towry and Rathbones, where she leads the advisory services team. In this insightful episode Emma shared her insights on what makes a good manager, how to find inspiration from the

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00:44:22

Episode 2 - The Importance of Strong Client...

Inside Wealth ·

2023/03/08

On our second episode of the Executives in Wealth Management podcast, your host, Tom Spencer, was joined by Eren Osman to talk about the importance of strong client relationships. Eren Osman is the Managing Director of Wealth Management at Arbuthnot Latham & Co, where he works with high profile clients to manage their financial portfolios. Eren shared his insights on cultivating the right mindset to progress in your career, as well as the reason that building trust with clients is the secret to

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00:47:47

Episode 1 - Knowledge is Power with Sarah Lord, the...

Inside Wealth ·

2023/02/15

Welcome to Episode One of the Executives in Wealth Management podcast. The podcast is hosted by Tom Spencer, the Director of Signia Search & Selection, the executive search firm specialising in the UK’s wealth management space. For our first episode, we were joined by Sarah Lord, the former President and current Adviser to The Personal Finance Society Board. We spoke about her early life and how that set her up for a successful career, covering everything from work ethic to mindset. We even

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00:00:45

Welcome to Executives in Wealth Management

Inside Wealth ·

2023/02/13

The purpose of Executives in Wealth Management podcast is to provide our listeners with an insight into the mind and make up 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,

en

57 results

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