The AdviserTech Show podcast!

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Designed to help address the challenges of the 21st century adviser, with each episode featuring an expert in the AdviserTech space. Enjoying listening!

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The Next Generation - Women Shaping the Future of Fintech

Beyond the Capital Mini-Series E4

Hear a fresh perspective on what it means to build a career in financial services today. From finding your voice in male-dominated spaces to setting boundaries, building confidence, and breaking stereotypes about age and experience.

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Installing Adviser Software with a CD??

Season 4 Episode 5: Gary Shepherd, Sprint

Gary has seen it all, and in this conversation, he shares some of the industry’s biggest shifts and challenges.

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Balancing Wealth and Purpose

Season 4 Episode 4: Oliver and Katherine, Six Degrees

Discover how a unique blend of financial expertise and personal philosophy sets Six Degrees apart in the financial advisory landscape.

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Your Client’s First Emoji

Season 4 Episode 3: Curtis Berry, TFP

“I remember seeing my first emoji”, says Curtis, noting how the client-adviser relationship transitions from using email to a mobile app.

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Leadership Unleashed

Season 4 Episode 2: Sally Meritt, Evotra

Sally explains how she moved from giving financial advice to working on tech projects.

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Fundment for the Future

Season 4 Episode 1: Ola Abdul, Fundment

Ola shares the inspiration behind Fundment and its mission to revolutionise the platform industry.

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From Pensions to Pixels

Season 3 Episode 5: Dan McMahon, Hyman Robertson

Dan shares his unconventional journey from pension administration to becoming a tech and innovation leader.

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Regulation Innovation

Season 3 Episode 4: Henry Cobbe

Unveiling the past, present, and future of this dynamic industry.

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Transforming the Advice Industry

Season 3 Episode 2: Ruth Handcock, Octopus Money

Ruth discusses her diverse experience, including running Octopus Investments and setting up a challenger bank.

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A Journey in Finance

Season 3 Episode 1: Cathi Harrison, The Verve Group

This podcast episode provides valuable insights into Cathi Harrison's inspiring journey.

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Connecting in the most positive way

Season 2 Episode 3: David Ferguson, Seccl

How SECCL are truly an API first proposition, allowing firms to build any client journey on top of whatever systems want.

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65 is the loneliest number

Season 2 Episode 2: Rob Tedder, Conquest

How tech can be used to bring the client more into the planning process.

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The gale of creative destruction

Season 2 Episode 1: Abraham Okusanya, Timeline

How integration has the ability and potential to push efficiencies with reporting and communication processes.

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