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Our guest on this episode is George Kinder. Internationally recognised as the father of the life planning movement, it’s fair to say that George has helped to revolutionise the financial advice profession.He founded the Kinder Institute of Life Planning in 2003 after three decades as a practising financial planner. He has trained more than 3,000 pr…
 
Robin Powell's guest on this episode is Sam Adams. Sam spent 17 years with Dimensional Fund Advisors — and much of that time in London, where he set up DFA’s European operation.In 2014 he founded Vert Asset Management in California. Vert designs and builds sustainable portfolios, educates investors and financial advisers about ESG investing, and he…
 
Our guest on this episode is Rohan Sivajoti. Rohan is one of the movers and shakers in UK financial advice. He founded the financial planning firm Postcard Planning, and is also one of the founders of NextGen Planners — a community for best practice in the profession.Whether you’re just starting out or you’re looking to take your firm to the next l…
 
Over a 20 year career in the retail financial services profession, financial planner Martin Bamford found that he was enjoying the marketing side of his business more and more. So, he launched his own agency, Bamford Media, in 2017.Now a prolific personal finance writer and commentator, he has received multiple awards for his work, including Best B…
 
Faith Liversedge has been helping financial advice firms to clarify their message and connect with their clients since she set up on her own agency last year. Before that, Faith spent 15 years in marketing working at Nucleus, Royal London, Prudential, and Standard Life.In this podcast, Faith explains the importance of advisers telling their brand s…
 
Barry LaValley is a consultant to financial advice firms around the world. In this interview he explains how the advice profession is woefully unprepared for the demographic trends expected over the next 20 or 30 years.By 2045, the Office for National Statistics predicts that nearly a quarter of the UK population will be over the age of 65. It's a …
 
Robin Powell interviews Anthony Morrow, CEO of OpenMoney, an online investment provider based in Manchester.OpenMoney, which has the financial backing of Duncan Cameron, co-founder of the comparison site Moneysupermarket.com, doesn’t just offer investment solutions for people across the UK, but also financial advice. Anthony explains why, in his vi…
 
In this in-depth interview, Carolyn Gowen, Branch Principal at the London-based financial planning firm Bloomsbury Wealth, explains how she became converted to an evidence-based investment approach, and why financial education is a key component of what an advice firm should be doing.She also gives her thoughts on how the financial advice professio…
 
Robin Powell interviews Harry Chemay, co-founder of Clover, a robo-adviser based in Melbourne, Australia.Harry talks about his career in that financial industry and how he came to realise that traditional asset management and financial advice were failing consumers.Harry says: “The investor takes the risk, the investor puts all the money down, and …
 
Robin Powell interviews Mark Hebner, founder and President of Index Fund Advisors, about how his interest in evidence-based investing, and how he set out to change the way world invests.Mark also discusses his investment in educational content. “From the beginning," he says," every time I was asked a question by a client, and I didn’t have the answ…
 
Robin Powell interviews Larry Swedroe, a Principal and Director of Research for Buckingham Strategic Wealth, an independent member of the BAM Alliance, best known for his books and articles on investing.In the interview, Larry talks about his long career and his passion for evidence-based investing. He also discusses his latest book, Your Complete …
 
Robin Powell interviews Matt Halloran, a marketing consultant specialising in the financial advice and planning sector. The company he co-founded, Top Advisor Marketing, works with advisers across the US and Canada on their branding, content and social media.In this interview, Matt discusses the value of having a niche and producing content specifi…
 
Robin Powell interviews Edward Ware of S&P Dow Jones Indices. Ed is Senior Director in S&P's Financial Adviser Channel Management division, based in New York City.In the interview, Ed talks about the growing popularity of low-cost index investing in the United States. He explains why, in his view, it's a trend that has barely begun and why he expec…
 
Robin Powell interviews Dr Moira Somers, a clinical neuropsychologist, academic and executive coach based in Winnipeg in Canada. An Associate Professor at the University of Manitoba, Dr Somers’ work is divided between direct client services on the one hand, and consulting to business and financial services on the other.In the interview, Robin asks …
 
Robin Powell interviews Barry LaValley, one of the most prominent thought leaders in the global financial advice profession. Barry, who’s based in Toronto, is the founder of the Retirement Lifestyle Centre, and a leading educator and authority on the lifestyle transition to retirement for North Americans. He’s just co-authored a new book about fina…
 
Hello and welcome to Episode 7 of Intelligent Adviser, the audio podcast for a new generation of financial professionals, brought to you by Regis Media.I’m Robin Powell.This time, I’m going to be speaking to Paul Armson.Based in the English Midlands, Paul is a highly experienced financial planner.He now runs Inspiring Advisers — an organisation whi…
 
Hello and welcome to Episode 6 of Intelligent Adviser, the audio podcast for a new generation of financial planners.My name is Robin Powell. I’m a journalist and content marketing consultant. I blog as The Evidence-Based Investor, which you’ll find at evidenceinvestor.com. I also have a blog specifically for advisers and wealth managers; it’s calle…
 
Hello and welcome to Episode 5 of Intelligent Adviser, the audio podcast for a new generation of financial planners, brought to you by Regis Media.I’m Robin Powell.If you were listening last time, you’ll recall I spoke to Dan Solin. Based in Florida, Dan has had a long and distinguished career in the financial advice profession. He now works mainly…
 
Welcome to Episode 4 of the Intelligent Adviser, the podcast for a new generation of financial planners.In this episode, I speak to financial author and consultant Dan Solin. After many decades working in the financial advice profession, Dan says he fears for the future of smaller advice firms. Unless they find ways to grow, he says, many firms wil…
 
Hello, I’m Robin Powell, and you’re listening to the third episode in a new series of podcasts called Intelligent Adviser, brought to you by Regis Media.In the first two episodes, I’ve been talking to Carl Richards, a Certified Financial Planner from Utah, now based in New Zealand. Carl is the creator of the weekly Sketch Guy column in the New York…
 
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