logo
episode-header-image
Oct 2023
23m 21s

CISI conference: Client discovery meetin...

FTAdviser
About this episode
FTAdviser speaks to Brendan Frazier, founder of Wired Planning, psychologist Dr Moira Somers, and Kusal Ariyawansa, adviser at Appleton Gerrard, about the best way to hold client discovery meetings, after their panel discussion at today's CISI conference.

Hosted on Acast. See acast.com/privacy for more information.

Up next
Yesterday
In the context of AI, accountability is a question mark
What happens when the benefits of AI meet questions of accountability and agency? Joining Margin Notes in this episode is Sarah de Lagarde, brighter future strategist for Janus Henderson, who has described herself as a “bionic woman”, and is using her voice to encourage companies ... Show More
20m 6s
Jul 3
Inside the advice business sales process
Not all advice business sales are equal and many require meticulous planning to achieve the desired result but when the right decisions are made, the outcome can be very satisfying. In this episode of the FT Adviser Better Business podcast Broadway Financial Planning's Keri Carte ... Show More
28m 29s
Jun 27
How is private equity consolidation changing in the advice market?
In this episode of the FT Adviser podcast Amy Austin looks at the evolving landscape of private equity consolidation in the financial advice industry. She chats to independent strategic adviser Tony Spain and CEO of Woven Advice Nicky Sevel, who tell her PE firms are now more foc ... Show More
22m 18s
Recommended Episodes
Nov 2022
Forward Thinking on the meeting point of science and humanity with Jayshree Seth
In this episode of the McKinsey Global Institute’s Forward Thinking podcast, co-host Michael Chui talks with Jayshree Seth, a corporate scientist and the chief science advocate at the 3M company. She covers topics including: How the human context can be brought into the practice ... Show More
43m 52s
Mar 2024
Analyzing the CEO–CMO relationship and its effect on growth
CEOs acknowledge the expertise and importance of chief marketing officers and their role in helping the company grow, yet there’s still a strategic disconnect in the C-suite. CEOs and chief marketing officers (CMOs) must work together closely for any marketing plan to flourish. O ... Show More
19m 3s
Apr 2016
The only path to expertise, and what now for Disney's succession plan
Psychologist Anders Ericsson, author of Peak: Secrets from the new science of expertise, joins hosts Cardiff Garcia and Shannon Bond to discuss his career's findings in the way people become experts in their fields. Then, the FT's Matt Garrahan discusses who could become the next ... Show More
54m 2s
Sep 2023
What's the point of party conferences?
With Conservative Party conference about to commence, host Aggie Chambre asks the question on everyone's lips: What the hell is the point of the conference season anyway? She speaks to former Deputy Prime Minister Michael Hesiltine about what conferences used to be like in years ... Show More
44m 28s
May 2024
Reid Hoffman Talks AI Outlook
Reid Hoffman, Co-Founder of LinkedIn and Partner at Greylock discusses his outlook on AI and its impact for the future. He has been speaking to Bloomberg's Carol Massar and Tim Stenovec at the Bloomberg Technology Summit in San Francisco. See omnystudio.com/listener for privacy i ... Show More
15m 48s
Nov 2023
Bill McDermott
ServiceNow Chairman and CEO Bill McDermott talks about what it takes to lead a successful technology company, the future of AI and his entrepreneurial teenage years. He speaks on "The David Rubenstein Show: Peer-to-Peer Conversations." This interview was recorded August 7 in New ... Show More
23m 58s
Oct 2020
Episode 223: The Importance of Team Meetings
In this episode of Discount Property Investor Podcast David and Mike will talk about the importance of Team Meetings. The frame of their meeting and what they talk about, issues, discussions and solutions. 
32m 56s
Sep 2022
Adrian Zuercher on the Markets (Audio)
Adrian Zuercher, CIO, Head of Global Asset Allocation, at UBS Global Wealth Management, discusses the latest on the markets. He spoke with host Juliette Saly on Bloomberg Radio.See omnystudio.com/listener for privacy information. 
7m 54s
Oct 2023
Day One from Schwab Impact in Philadelphia
Rick Wurster, President of Charles Schwab, talks about the challenges advisors are currently facing. Joe Grogan, Head of Distribution at WisdomTree, discusses making investing simple. Kathy Jones, Chief Fixed Income Strategist at Schwab Center for Financial Research, explains why ... Show More
52m 28s
Sep 2021
Artis Stevens Interview
Big Brothers Big Sisters of America President and CEO is here to discuss a bold goal. Learn more about your ad-choices at https://www.iheartpodcastnetwork.comSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information. 
4m 58s