The Problem With...
by MyBeginnings
Latest episode
The Problem With Paraplanner Career Progression
The Problem With Paraplanner Career Progression
About this podcast
The Problem With... podcast is here to challenge the everyday problems or myths we face in financial services and to provide practical solutions. Hosted by Alex and Annabel, we offer practical advice to help financial advisers to take back control of their careers. Whether you are just starting out or looking to enhance your existing business, our mission is to guide you every step of the way. Tune in and transform your advisory journey!
Episodes
The newest 20 of 21 episodes
- The Problem With Paraplanner Career Progression · 34 min · Episode 21In this episode of The Problem With, hosts Alex and Annabel dive deep into the overlooked and often misunderstood world of paraplanner career progression in financial services…
- The Problem With Networks · 48 min · Episode 20In this episode of The Problem With, hosts Alex and Annabel dive into one of the industry's most debated topics: the role of networks in financial services. They're joined by…
- The Problem with Platform Switches · 13 min · Episode 19In this episode of The Problem With, Alex and Annabel are joined by Nicky from Woven Advice to unpack one of the financial advice industry’s most overlooked areas: platform…
- The Problem with MI · 24 min · Episode 18In this episode, we dive into the challenges surrounding Management Information (MI) and how it’s often underutilised by advisers. We explore how, when used effectively, MI can…
- The Problem with Women in Finance · 35 min · Episode 17In this episode, we confront the uncomfortable truths about being a woman in financial services. From the subtle microaggressions to the overt barriers, we share real experiences…
- The Problem With Policies · 22 min · Episode 16In this episode, we delve into the critical role of personalised policies within financial services. Moving away from generic templates, we explore how bespoke policies can…
- The Problem with Financial Crime · 55 min · Episode 15In this special hour-long episode, I’m joined by someone who’s not only my yoga teacher, but also a former City lawyer with first-hand experience of financial crime and its…
- The Problem With... Permissions · 8 min · Episode 14In this short and sweet episode, we shine a light on a common pitfall in financial advice — misunderstanding or overlooking FCA roles and permissions. We explore how advisers can…
- The Problem With... Annual Audits · 12 min · Episode 13In this episode, we’re diving into the often-dreaded but incredibly important annual audit for financial advice firms. We break down what the audit process actually involves, why…
- The Problem with Going Directly Authorised · 34 min · Episode 12Becoming directly authorised by the FCA is a big step—but is it the right one? In this episode, we sit down with Nick Davies, who has recently gone through the authorisation…
- The Problem with Financial Education · 30 min · Episode 11How well are schools preparing the next generation for the real world of money? In this episode, I sit down with my teenage sons to find out what they’re actually taught in…
- The Problem with Marking Your Own Homework · 17 min · Episode 10In this episode, Alex and Annabel dive into a critical issue in financial services—advisers and compliance companies effectively "marking their own homework." When advisers…
- The Problem with the Advice Gap - Is AI the Answer? · 33 min · Episode 9Are you wondering how AI can enhance your financial advice business while keeping your client data secure? Or perhaps you're unsure how to offer a service that meets the needs of…
- The problem with T&C · 21 min · Episode 8We all know T&C (Training & Competence) is a crucial part of financial services, but let’s be honest—does it really add value, or is it just another box-ticking exercise? In this…
- The Problem with Factfinding · 16 min · Episode 7The Problem with Factfinding – Factfinding is the foundation of financial advice, but is it always done right? In this episode, we uncover the common pitfalls in factfinding…
- The Problem with Suitability Letters · 20 min · Episode 6In this episode, we explore the well known challenges of suitability letters. From regulatory pitfalls to common communication gaps, we break down the issues and share our top…
- The Problem with CRMs · 27 min · Episode 5Are you frustrated by the gap between the promise of CRMs and the reality of getting your team to actually use them? You’re not alone. The Problem with CRMs dives deep into the…
- The problem with Being an Appointed Representative · 14 min · Episode 4Are you an appointed representative, are you fed up or just wondering what your options are? This episode will debunk some myths and help you to decide whether being an appointed…
- The problem with Business Plans · 18 min · Episode 3Do you have a business plan? Is it up to date, or are you wondering why you would still need one? This episode highlights the importance of having a business plan and also offers…
- The problem with FCA Reporting · 19 min · Episode 2There seem to be more and more reports being requested and no extra time in which to do it. This episode will show you how you can make reporting easier and not as time…
