In this episode, Tony speaks to Sam Seaton from Moneyhub.They talk about the level of tech and AI that is available in Financial Services currently - and whether all of it is beneficial.Sam also talks about her Olympic aspirations and what she took from the experience.As always, a valuable and fascinating conversation with lots of takeaways.Sam can be found here:linkedin.com/in/samanthaseatonmoneyhub.com/  Here is a link to the Invisible Woman book that Sam mentioned - Invisible Women: Exposing Data Bias in a World Designed for Men: Amazon.co.uk: Caroline Criado Perez: 9781784741723: BooksIn every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here

In this episode, Tony speaks to Anthony Carty the Business Development Director at Clifton Asset Management.They talk about the process of leading a company through a pandemic, and the unique challenges that it presents.Also - Karaoke!A great episode, with some really useful takeaways.Anthony Carty can be found here:linkedin.com/in/anthonycartyClifton Wealth financial management, practice partner of Clifton Wealth Partnership (clifton-wealth.com)In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here

In this episode, Tony speaks to Caroline Stuart from Sparrow Paraplanning.They discuss the role of a paraplanner within financial services - and the benefit that they bring to a firm.They also discuss how the role of a paraplanner has changed over the years, and how there has been a significant rise in paraplanners in recent times.Caroline can be found here:linkedin.com/in/caroline-s-b6290117Sparrow Paraplanning - Helping your Business to Fly...Here's an article that covers the issues of The Rise Of The Paraplanner:The Rise of the Paraplanner ~ Research in FinanceIn every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here

In this episode Tony speaks to Martin Brown from Continuum Financial Services.Amongst other things, they talk about recruiting during the pandemic. - How does a virtual interview impact on gut instinct? - Do you need to meet the candidate face-to-face at any point? - What does this say about the future of recruitment?There's plenty of takeaways in this episode, as always. Enjoy!Martin can be found here:linkedin.com/in/martin-brown-a396784Continuum - Adviser Firm of the Year (mycontinuum.co.uk)In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here

In this episode, Tony speaks to former Premier League footballer and Olympian, Marvin Sordell.Marvin co-founded ONEIGHTY a content agency that uses storytelling to help people in their business.In this fascinating conversation, Marvin and Tony talk about how Marvin built the brand of ONEIGHTY to the level that he has, and what lessons sport has taught him that also apply in business.Plus, they talk about the differences - if any - between corporate and personal brands, and what advice Marvin has for people who are maybe a little less creative when it comes to their branding.Marvin can be found here:linkedin.com/in/marvinsordellONEIGHTY (thisisoneighty.com)In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here

In this episode, Tony speaks to Carmen Morris, MD of Kenroi Consulting who offers bespoke diversity and inclusion business solutions.Lots to talk about around this subject, and they cover: - How the financial services industry should begin it's journey of inclusion - What areas of recruit should the industry be focussed on? - What can the industry do, to make a broader impact within the diversity and inclusion spectrum?As always, a fascinating conversation with plenty to takeaway.Carmen can be found here:linkedin.com/in/carmen-morris-70a27857Diversity Consultancy | Kenroi Consulting Ltd | EnglandIn every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here

In this episode, Tony speaks to Chris Baigent-Reed who is the founder of Jigsaw Tree Ltd, a company that works within the Financial Services sector, specialising in people, process and technology, change management and outsourcing.In this episode, Chris covers a wide range of subjects, including: - The process of moving from corporate to freelance, and the lessons she learned - What you, as a business owner, can be doing to make your business more valuableAs always, it's a great conversation, with plenty of takeaways.Chris can be found here:linkedin.com/in/chris-baigent-reed-a68090bFinancial Advice Consultancy & Support Services | Jigsaw Tree ConsultingIn every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services. You can find out more about by going here

In this episode Tony speaks to Benjamin Beck who is described as a Financial Adviser Mentor for the next generation.This is a great conversation, with lots of ground covered, including:Why start a mentoring group alongside a full-time career as a Financial AdviserWhat advice would you give someone who is looking to become an IFA?What do you think the industry will look like in 5 years time?Plenty to listen to, plenty to takeaway. Enjoy.Ben can be found here:linkedin.com/in/benjaminbeck89Nigel Grice and Associates Limited - Home (griceadvice.co.uk)In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services.You can find out more about Tony and Idex here

In this episode, Tony speaks to Martin Robert Hall. He's a motivational speaker who has been working with businesses on their leadership, mindset and performance.Financial advisors who's biggest challenge at the moment is new business generation. Everyone wants everyone to have financial advice as there is a greater good but not enough are getting off their backsides to do so.There is so much to takeaway from this episode - definitely not one to miss!Martin can be found here:linkedin.com/in/leadershipmanchesterMartin Robert Hall – Motivational Speaker ManchesterIn every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services.You can find out more about Tony and Idex here

In this episode, Tony speaks to Stephen Ford from WH Ireland.Stephen is a great guest to kick off Series 2 of the podcast, and his expertise and knowledge shines through in this episode.Tony and Stephen talk about the process of M&A's, and how they are being done remotely; the challenges and the positives.Stephen also covers: - How to remotely integrate a business - Has the remote situation been a positive one for the Financial Services Industry? - The process of making your business look attractive for M&AResourcesStephen can be found here:linkedin.com/in/stephenford1https://www.whirelandplc.com/In every episode, Tony Bates from Idex Consulting, speaks to another expert about a different aspect of Financial Services.You can find out more about Tony and Idex here