Today’s special guest is McKinsey consultant turned entrepreneur Jeremy King.Jeremy King is the founder of Attest, a fast-growing market research SaaS platform.Attest just recently raised another $60m in a Series B funding to continue on their stellar growth and have many of the largest companies in their world as clients.Jeremy and I talk about a number of things around:What even the best marketers get wrong – in terms of not looking outside of their building…The greatest way to increase the value of your business.The most succinct and complete how-to guide to start a business, get customers and funding description I have ever heard.The importance of looking at what goes wrong in your organisation and using those to learn.And be sure to listen to the end where Jeremy describes the biggest improvement to their working style that they discovered during lockdown.I hope you enjoy my discussion with Jeremy King from Attest.

Adrian Johnson – Partner at Permanent Wealth Partners.Please join Adrian & myself for a discussion on the most misunderstood word in finance today – Risk.We dig deep into risk and try to unpick why it matters and the most common misconceptions around it.Risk has a lot of pre-conceptions and actually is difficult for most people to think about. We want to try and remove the difficulty around the conversation.We discuss:The dangers of the default strategy for most financial firms where a simple questionnaire determines your investment strategyThe 3 specific tools we use when thinking about investment riskThe debilitating downside version of risk and how you can easily protect yourself from it.Some simple mitigation techniques that can add significant value to your lifetime wealthI hope you enjoy this discussion.

Geoff Bamber – CEO of Digme Fitness.I was thrilled to talk to Geoff as his career covers 3 of the main passions of my life – finance, entrepreneurship and fitness.In a former life, Geoff managed a long-short hedge fund then for reasons he explains in this episode, decided to pivot in his career to start a chain of spinning and fitness studios.In this fascinating conversation, Geoff and I discuss:What its really like to manage money professionally and all the non-performance pressures you faceWhat eventually pushed him away from finance and towards the fitness industryWhat is was like to manage a business that had to close its doors during lockdownHow having an overarching vision for your business can allow you to take the non-obvious pathAnd make sure you listen to the end where Geoff reveals how they really choose those songs for a spinning class! I’ll give you a clue – its not random.

In this wide-ranging and sometimes scary discussion, Suzanne highlights how important planning and preparation are for your legal affairs.We discuss, apart from other things, the inevitables of life – death & taxes. Also:The common misconception that everything just goes to your spouse on your deathThe enormous benefits of putting in place LPAsHow bad things can potentially get with no preparation.What are the 2 simplest actions you can take to prevent disaster

Today, I’m joined by Ronnie Mortimer, family lawyer at Fladgate LLPThis discussion is a little bit different from the others as this concentrates on the discussion around risk and protecting yourself legally in the event of a divorce or re-marriage.If you already have assets in place and are considering marrying (or re-marrying) then this is a must listen.In this episode, Ronnie & I discuss-          What are the key ways you can plan to avoid ending up in court.-          The average age of divorce for men and women (this surprised me).-          The key legal difference between people who just live together and married couples.-          What the courts look for in the event of divorce and how to protect yourself from it.And make sure to listen to the end where Ronnie discusses the common pitfalls of owning property that grown-up children live in – and how not to lose the property!I hope you enjoy my discussion with Ronnie Mortimer.

Today’s episode is with Steve Davies – performance coach and former fund manager of the Jupiter UK Growth fund.Steve’s story is fascinating. In this deeply personal interview Steve goes through his the ups and downs of his career as a fund manager – warts and all – and discusses where things worked for him and where they didn’t.Steve is very honest in terms of the personal impact the markets had on him and what drove his career change into being a performance coach.We also discuss:The change in market conditions during the last few years which he found most difficult to deal with as a fund managerHow profit figures can be totally misleading and what they key metric was they focused on.The major health scare that prompted a change in career.The simple changes that drive the biggest impact on personal and professional health. For any professional looking to be at the peak of their game, this really is an important discussion that I’m sure you will find valuable. I hope you enjoy my discussion with Steve Davies.

My conversation with George Crowdy – fund manager within the sustainable fund team at Royal London Asset Management.George is a member of the sustainable team which has been running ethical funds all the way back to 1990.What was fascinating about this conversation is how George describes Royal London’s detailed quantitative process in terms of how they think about sustainable investing. He also describes:·       The strength of the tailwinds for sustainable investing including how investors and consumers now having far more information to make informed decisions·       The key difference between ethical investing and sustainable investing.·       How they believe sustainable is more aligned with producing higher returns for shareholders because they are solving problems that the world needs to be solved.·       How sustainable investing is the truest expression of active investing where you are looking to pick the future winners that will be benefitting all of society.George is one of the younger breed of fund managers who really has a great understanding of the trends that are important to younger consumers and investors and it was a pleasure to talk markets with him today.

Today I’m joined by Elena Todorova – superstar mortgage broker and fount of knowledge on everything property and mortgages.In today’s episode Elena and I discuss the following-        How mortgage rates continue to come down and show no sign of stopping at this point-        The bottle-neck impact of the cut in Stamp Duty-        A surprising anecdote about central London commercial rates (going higher!)-        The best deals available at the moment for both residential and BTL mortgagesAnd make sure to listen to the end where Elena explains whether Buying Agents are worth using for certain buyers.I hope you enjoy my discussion with Elena Todorova.

My discussion today is with Jean-Marc Routier, Product Strategist at BlackRock. Emerging Market equities. ESG for Active Equities The unique aspect about Jean-Marc is he has an inside view on how the largest asset manager in the world – BlackRock – is making decisions around ESG that impact their entire funds business. This funds business has $8.2 Trillion under management which is larger than Germany’s GDP for reference. In a fascinating and really insightful conversation, Jean-Marc and I cover the following: How pursuing an ESG objective will provide a significant advantage for all asset managersThe underlying factors that currently make up the perfect storm for ESG assets.Why BlackRock decided to remove Coal companies from all their active funds from last year. And what they will be doing this year.How the largest company in the world just added ESG to their CEOs KPI for the year.And make sure to listen to the end, where Jean-Marc defines the important difference between companies that “Do Good” and others that “Do No Harm” and the implications for investing in either. I hope you enjoy my discussion with Jean-Marc Routier

Today we’re going off on a slightly different path.My discussion today is with Simon Bowen. Founder of Models Method – a firm that helps professionals explain their complex services through drawing simple models or diagrams.The unique aspect about Simon is the way he describes the underlying behavioural psychology of why drawing models or diagrams resonates with so many people.In a way, it is simply working out what you do well – then finding an easy way to describe that to people. Sounds simple, but in practice much more difficult.In a fascinating and really insightful conversation, Simon and I cover the following:-        How every person who serves a client can use simple models to explain their service proposition-        Why drawing models is the most ethical form of sales-        The in-built resistance we all have to change and how to turn that around to benefit the clientAnd make sure to listen to the end, where Simon shares a personal story on how simply drawing models was able to help a teenager who was going off on the wrong track.This is a highly visual discussion and may be better enjoyed on video. It is also available at https://vimeo.com/520865049#I hope you enjoy my discussion with Simon Bowen of Models Method.