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We welcome James Priday MD PRYDIS and Founder of PI investment management platform to discuss his career journey and love of dogs!

In this episode we’re delighted to host Chris Baigent Reid MD and Founder of Jigsaw Tree operational efficiency consultancy to discuss her career journey and the opportunities and challenges planner firms, and their clients face in meeting on-going market challenges and regulatory requirements

Great to host Anthony Carty Group Financial Planning & Business Development Director of Clifton Asset Management to discuss what has shaped his career journey, his views on business building, tech and of course regulations.

We were delighted to host Adam and gain insight into his journey within the financial planning profession and learn about the great work NextGen planners are up to in supporting professional growth and development for planner firms. Plus we get to learn Adam's entrepreneurial passion for vegan sweets 🍬 🍭 😃

Fantastic to host Tess, who provides an episode packed full of Fintech strategy for any financial service firm looking to employ high quality client portal within their tech stack to empower client engagement business growth and compliance. Plus a mystery guest and saving Tele-Tubbies, what more could you want! https://www.moneyinfo.com/

In this episode we welcome Professor Andy Pardoe CEO of AI software development business Wisdom Works. We discuss all things AI and the effect this fourth Industrial Revolution will have across industry and financial services in particular

Listen into Neil's amazing career journey, from PE teacher to the world of finances Chief Behavioural Officer and all the great work Shaping Wealth do for its profession.

Listen into to Helen's amazing career in retail financial services and the challenges, resilience and creativity she brings and the innovative work Mint Blue Consultancy offers

Listen into to Phil's amazing career hourly in retail financial services and the challenges, resilience and creativity he brings and the innovative work The Yardstick Agency offer

We welcome Financial Adviser firm review platform Managing Director Alex Whitson to discuss his career journey and Vouched for's services and technology in supporting adviser firms and their clients on the current regulation challenges and opportunities they face

Mike brings his intelligence and wit to all key issues surrounding the FCA's Consumer Duty plus other key issues and talks us through his career journey and where he sees the industry direction of travel.

Listen into industry stalwart Roderic Rennison on his career journey and views on industry regulatory challenges and opportunities particularly in the M&A arena.

Paul discusses his own and Fidelity's journey in supporting adviser, planner and wealth manager firms in the market place and how Fidelity Advice Solutions are supporting firms meet their on-going challenges and opportunities

Listen to Greg's forensic knowledge on the importance of behavioural finance, data analytics and technology in ensuring human's stand the best possible opportunity to make the right decisions and manage risks. You can download the details on Greg's audit work on 'noise' and inconsistencies in the advice process here https://www.linkedin.com/feed/update/urn:li:activity:6790608211285168128/

Learn all about the RegTech industry and how it is helping firms meet ongoing governance, risk and compliance challenges from The RegTech Doctor herself, Dr Sian Lewin Co-Founder and Head of Client Delivery RegTech Associates