Inside Wealth
By Tom Spencer, Founder - Finden Advisory
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Episodes: 64
Description
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, etc.
| Episode | Date |
|---|---|
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Purposeful Leadership with Kavi Myladoor
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Mar 25, 2026 |
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Philanthropy, Purpose and the Future of Wealth Advice with Juliet Valdinger
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Mar 18, 2026 |
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How Superbia delivered an exit to PE with Stefan Fura
|
Mar 11, 2026 |
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From Drama School to MD -Resilience & Bringing Your Whole Self to Work with Rachel Kitching Burrows
|
Mar 04, 2026 |
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From Idea to Impact: Building Mylo Inside Aegon with Nathan Thompson
|
Feb 25, 2026 |
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Launching an Independent Advice Consolidator with David Carter
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Feb 18, 2026 |
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Leading Wealth with a Dealmaker’s Mindset with David Kendrick
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Feb 11, 2026 |
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Reframing Insight: Building Verve from Nothing with Cathi Harrison
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Feb 04, 2026 |
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Reframing Insight: Building a Global Wealth Consultancy – Episode 56 – Sebastian Dovey
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May 29, 2025 |
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Exploring Neurodiverse Leadership in Wealth Management - Episode 55 - Douglas Boyce
|
May 14, 2025 |
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Data, Connectivity and Collaboration - Episode 54 - Nicky Sevel
|
Apr 30, 2025 |
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The Value of IT Solutions in Wealth Management - Episode 53 - David Davies
|
Apr 16, 2025 |
|
From Sandhurst to Financial Services CEO - Episode 52 - Jonathan Polin
|
Apr 02, 2025 |
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The importance of Listening in Leadership - Episode 51 - Tracey Davidson
|
Mar 05, 2025 |
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DE&I Doesn’t Need to Be a Competitive Sport - Episode 50 - Michele Golunska
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Feb 19, 2025 |
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Transition from COO to CEO - Episode 49 - Nick Raine
|
Feb 08, 2025 |
|
The Value of Goal Setting - Episode 48 - Nneka Orji
|
Jan 15, 2025 |
|
How AI Can Transform Your Back-Office Systems - Episode 47 - Amal Jolly
|
Jan 01, 2025 |
|
Navigating Transitions in Wealth Management - Episode 46 - Ben Hampton
|
Dec 27, 2024 |
|
Democratising Lombard Lending - Episode 45 - David Newman
|
Dec 11, 2024 |
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Building a Sustainable Future in Wealth Management - Episode 44 - Linda Wallace
|
Oct 16, 2024 |
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Innovation & Entrepreneurship - Episode 43 - James Priday
|
Oct 02, 2024 |
|
The CEO’s Dilemma - Episode 42 - Martin Jennings
|
Sep 18, 2024 |
|
Building a Network To Progress - Episode 41 - Richard Caldicott
|
Sep 04, 2024 |
|
Essential Capabilities for Modern Executives – Episode 40 – John Porteous
|
Aug 21, 2024 |
|
Curiosity & Storytelling: A Unique Approach to Financial Services - Episode 39 - Nick Eatock
|
Aug 07, 2024 |
|
From Cashier to Group Chief of Staff in a FTSE 100 Company - Episode 38 - Ella Hugh
|
Jul 24, 2024 |
|
Driving Betterment in Wealth Management- Episode 37 - Caroline Hawkesley
|
Jul 10, 2024 |
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Innovating with a 3 client mindset- Episode 36 - Anthony Carty
|
Jun 26, 2024 |
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Creating a Future Proof Proposition - Episode 35 - Nataša Williams
|
Jun 12, 2024 |
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Creating Shared Visions in Wealth Management - Episode 34 - Verona Kenny
|
May 29, 2024 |
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Attracting Young People to Financial Services - Episode 33 - Mark Polson
|
May 15, 2024 |
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Leadership to M&A Advisory- Episode 32 - Andy Cumming, Partner - Catalyst Partners LLP
|
May 01, 2024 |
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A short history of the advice market - Episode 31 - John Cowan, Chair of the Sesame Bankhall Group
|
Apr 17, 2024 |
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Using AI in Financial Planning- Episode 30 - Andrew Storey, Group Innovation Director at EV Financial Services
|
Apr 03, 2024 |
|
Learning Beyond Your Comfort Zone - Episode 29 - Thomas Dudley, Founder of The Compliance Platform
|
Mar 20, 2024 |
|
Adopting Automation & AI - Episode 28 - Chris Davies, Founder of Model Office
|
Mar 06, 2024 |
|
Maintaining Ambition in Wealth Management - Episode 27 - Jackie Boylan, Global Head of Investor Servicing at Fidelity International
|
Mar 01, 2024 |
|
Customer Focused Leadership - Episode 26 - Gillian Hepburn, Commercial Director at Benchmark Capital
|
Feb 28, 2024 |
|
Championing 10,000 Black Interns - Episode 25 - Stuart Breyer, Chief Executive Officer at mallowstreet
|
Jan 24, 2024 |
|
Managing a Lean Team - Episode 24 - Nick Stebbing
|
Jan 10, 2024 |
|
Helping People - Episode 23 - Steven Rowe
|
Jan 02, 2024 |
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Empowering Your Team - Episode 22 - Stephen Gazard, Chief Distribution Officer at Quilter plc
|
Dec 14, 2023 |
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Delivering Extraordinary Results - Episode 21 - Peter Mann
|
Dec 05, 2023 |
|
Developing Business-Critical Skills - Episode 20 - Daniel Baade, CEO of Dyer Baade & Company
|
Nov 15, 2023 |
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Developing a Growth Culture - Episode 19 - Justine Randall, Chief Commercial Officer at Tatton Investment Management Limited
|
Nov 09, 2023 |
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Learn How to Think - Episode 18 - Robert Gardner, Co-Founder of Redington and Co-CEO and Co-Founder of Rebalance Earth
|
Oct 18, 2023 |
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Embrace Curiosity - Episode 17 - Heather Hopkins, Managing Director at NextWealth
|
Oct 04, 2023 |
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Promoting Financial Wellbeing - Episode 16 - Ruth Sturkey, Chair at the Institute for Financial Wellbeing
|
Sep 20, 2023 |
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Technology in the Wealth Management Sector - Episode 15 - David Ferguson, CEO at Seccl
|
Sep 06, 2023 |
|
Lessons from an Entrepreneur - Episode 14 - James Dingwall, Founder - Thistle Initiatives Group
|
Aug 23, 2023 |
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Building Relationships in Wealth Management - Episode 13 - Svenja Keller, Founder & Director at Svenja Keller Ltd
|
Aug 09, 2023 |
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Building a Driven Team- Episode 12 - Pete Ridlington, the Founder and CEO of Ningi
|
Jul 27, 2023 |
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Improving Diversity in Wealth Management - Episode 11 - Kathryn Kendall, Chief People Officer at Saltus
|
Jul 12, 2023 |
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Building a Referral Culture - Episode 10 - P K Patel, Head of Wealth Management at Handelsbanken Wealth & Asset Management
|
Jun 28, 2023 |
|
Becoming an Employer of Choice - Episode 9 - Ian White, Chief Executive Officer of Beckett Investment Management Group
|
Jun 14, 2023 |
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Risk & Reward in Wealth Management - Episode 8 - Soondra Appavoo, the CEO of Craven Street Group
|
May 31, 2023 |
|
Building Your Tribe - Episode 7 - Alan Smith, the CEO and Founder of Capital Asset Management
|
May 17, 2023 |
|
Moving Sideways to Progress - Episode 6 - Eddy Reynolds, Chief Executive Officer at Close Brothers Asset Management
|
May 03, 2023 |
|
The Elegant Exit - Episode 5 - Colin Lawson, Founder and Partner at Equilibrium Financial Planning
|
Apr 19, 2023 |
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Non-Executive Leadership - Episode 4 - Ed Dymott, Managing Director Wealth of Benchmark Capital
|
Apr 05, 2023 |
|
Effective Management Skills - Episode 3 - Emma Watson, Head Of Financial Planning & Advisory Services at Rathbones
|
Mar 22, 2023 |
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Episode 2 - The Importance of Strong Client Relationships with Eren Osman, Managing Director of Wealth Management at Arbuthnot Latham & Co
|
Mar 08, 2023 |
|
Episode 1 - Knowledge is Power with Sarah Lord, the former President and current Adviser to The Personal Finance Society Board
|
Feb 15, 2023 |