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Adviser 2.0
Adviser 2.0Episodes
Episodes of Adviser 2.0
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Our guest on this episode is George Kinder. Internationally recognised as the father of the life planning movement, it’s fair to say that George has helped to revolutionise the financial advice profession.He founded the Kinder Institute of Li
Robin Powell's guest on this episode is Sam Adams. Sam spent 17 years with Dimensional Fund Advisors — and much of that time in London, where he set up DFA’s European operation.In 2014 he founded Vert Asset Management in California. Vert de
Our guest on this episode is Rohan Sivajoti. Rohan is one of the movers and shakers in UK financial advice. He founded the financial planning firm Postcard Planning, and is also one of the founders of NextGen Planners — a community for best pra
Alan Smith, co-founder of Capital Asset Management in London, talks about how he and his business partner Donald Fraser built the firm into the success it is today. He also discusses the UK's changing advice landscape and why his firm charges f
Over a 20 year career in the retail financial services profession, financial planner Martin Bamford found that he was enjoying the marketing side of his business more and more. So, he launched his own agency, Bamford Media, in 2017.Now a prol
Faith Liversedge has been helping financial advice firms to clarify their message and connect with their clients since she set up on her own agency last year. Before that, Faith spent 15 years in marketing working at Nucleus, Royal London, Prud
Barry LaValley is a consultant to financial advice firms around the world. In this interview he explains how the advice profession is woefully unprepared for the demographic trends expected over the next 20 or 30 years.By 2045, the Office for
Robin Powell interviews Anthony Morrow, CEO of OpenMoney, an online investment provider based in Manchester.OpenMoney, which has the financial backing of Duncan Cameron, co-founder of the comparison site Moneysupermarket.com, doesn’t just off
In this in-depth interview, Carolyn Gowen, Branch Principal at the London-based financial planning firm Bloomsbury Wealth, explains how she became converted to an evidence-based investment approach, and why financial education is a key componen
Robin Powell interviews Harry Chemay, co-founder of Clover, a robo-adviser based in Melbourne, Australia.Harry talks about his career in that financial industry and how he came to realise that traditional asset management and financial advice
Robin Powell interviews Mark Hebner, founder and President of Index Fund Advisors, about how his interest in evidence-based investing, and how he set out to change the way world invests.Mark also discusses his investment in educational conten
Robin Powell interviews Larry Swedroe, a Principal and Director of Research for Buckingham Strategic Wealth, an independent member of the BAM Alliance, best known for his books and articles on investing.In the interview, Larry talks about his
Robin Powell interviews Matt Halloran, a marketing consultant specialising in the financial advice and planning sector. The company he co-founded, Top Advisor Marketing, works with advisers across the US and Canada on their branding, content an
Robin Powell interviews Edward Ware of S&P Dow Jones Indices. Ed is Senior Director in S&P's Financial Adviser Channel Management division, based in New York City.In the interview, Ed talks about the growing popularity of low-cost index inves
Robin Powell interviews Dr Moira Somers, a clinical neuropsychologist, academic and executive coach based in Winnipeg in Canada. An Associate Professor at the University of Manitoba, Dr Somers’ work is divided between direct client services o
Robin Powell interviews Barry LaValley, one of the most prominent thought leaders in the global financial advice profession. Barry, who’s based in Toronto, is the founder of the Retirement Lifestyle Centre, and a leading educator and authority
Hello and welcome to Episode 7 of Intelligent Adviser, the audio podcast for a new generation of financial professionals, brought to you by Regis Media.I’m Robin Powell.This time, I’m going to be speaking to Paul Armson.Based in the Engli
Hello and welcome to Episode 6 of Intelligent Adviser, the audio podcast for a new generation of financial planners.My name is Robin Powell. I’m a journalist and content marketing consultant. I blog as The Evidence-Based Investor, which you’l
Hello and welcome to Episode 5 of Intelligent Adviser, the audio podcast for a new generation of financial planners, brought to you by Regis Media.I’m Robin Powell.If you were listening last time, you’ll recall I spoke to Dan Solin. Based i
Welcome to Episode 4 of the Intelligent Adviser, the podcast for a new generation of financial planners.In this episode, I speak to financial author and consultant Dan Solin. After many decades working in the financial advice profession, Dan
Hello, I’m Robin Powell, and you’re listening to the third episode in a new series of podcasts called Intelligent Adviser, brought to you by Regis Media.In the first two episodes, I’ve been talking to Carl Richards, a Certified Financial Plan
Intelligent Adviser Podcast: Episode 2 by Adviser 2.0
Intelligent Adviser Podcast: Episode 1 by Adviser 2.0
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