Citywire The Advice Show

VR to mentors: How SJP, NextGen and the CISI train new planners

Loading player...
Recorded live from NextGen Planners’ Liverpool conference in October, NMA hears from podcast host and adviser Chanelle Pattinson on how to improve representation in advice, from SJP academy head Andy Payne on bringing through the newest batch of advisers at the UK’s largest advice firm, and CISI director for global business development Kevin Moore on why his organisation is doing more to bring in young people.
5 Dec 2022 English United Kingdom Business · Investing

Other recent episodes

Meet the Advice CIO: Charlotte Watson, Attivo Investments

In the latest installment of Citywire’s profile series, Watson spoke about becoming interested in investing as a child and the decisions she made when given a ‘blank sheet of paper’ to build a new MPS solution last year.
11 Aug 34 min

Meet the CIO: Will Geffen, Wise Investments

Citywire’s profile series talking to advice investors switched up its medium this week. Geffen spoke about the overlooked opportunity presented by asset-backed securities, why he isn’t giving up on healthcare, and why crypto was the best investment decision of his life.
22 Jul 31 min

Catherine Foot from Standard Life

Catherine Foot, director of Standard Life's future retirement think tank, joins the Advice Show this week ahead of the government announcing the second stage of the pensions review, which is set to look at pensions adequacy, among other things. Foot discusses a number of potential solutions, including where targeted support…
18 Jul 25 min

The Advice Show: Dominic Rose of MKC Wealth

On the podcast this week, career M&A specialist and MKC Wealth CEO Rose spoke about integrating acquired firms, unmanageable entrepeneurs, and whether private equity incentives can align with the mission of advisers.
13 Jun 31 min
All episodes