The Change Curve Podcast team is delighted to welcome Piers Johnson, Managing Director at emap for this episode. The financial advisory sector is facing a talent shortfall due to retirements and evolving career trends, prompting the launch of 'Future Financial Adviser' initiative to attract younger and second careerist professionals and enhance collaboration across the industry. With focus on outreach, digital engagement, and simplifying advice to benefit smaller firms and the pr...
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The Change Curve Podcast team is delighted to welcome Piers Johnson, Managing Director at emap for this episode. The financial advisory sector is facing a talent shortfall due to retirements and evolving career trends, prompting the launch of 'Future Financial Adviser' initiative to attract younger and second careerist professionals and enhance collaboration across the industry. With focus on outreach, digital engagement, and simplifying advice to benefit smaller firms and the pr...
Episode 4 - A focus on the importance of data for adviser firms
The Change Curve
25 minutes
9 months ago
Episode 4 - A focus on the importance of data for adviser firms
Helen Clark, Chris Baigent-Reed, Paul Miles and Christopher Pitt discuss data, a very wide topic indeed. Here they focus in on the importance of data for adviser firms, the impact of AI on data and data in the light of legislation including consumer duty. They look at the key challenges they are seeing, the considerations and solutions. Talking through real life experiences of the data strategies they are helping firms implement and the questions firms should be asking thems...
The Change Curve
The Change Curve Podcast team is delighted to welcome Piers Johnson, Managing Director at emap for this episode. The financial advisory sector is facing a talent shortfall due to retirements and evolving career trends, prompting the launch of 'Future Financial Adviser' initiative to attract younger and second careerist professionals and enhance collaboration across the industry. With focus on outreach, digital engagement, and simplifying advice to benefit smaller firms and the pr...
