Adeptli's Podcast
The Adeptli Podcast is a space for honest, experience-led conversations about financial advice.
We speak with advisers, industry experts and business leaders about the challenges facing advice firms today, from technical planning and regulation to running and growing a business.
The focus is simple: clear thinking, practical insight, and conversations that help advisers with the things that are currently on their mind.
Adeptli's Podcast
Latest Episodes
What Makes a Business Ready to Buy or Sell?
In this episode of The Adeptli Podcast, Jamie and Julia are joined by Brian Swanson, M&A specialist and co-founder of Avantum Partners, to explore what really makes a financial advice business ready to buy or sell.Brian sh...
Everything Has Changed. Nothing Has Changed: 50 Years in Financial Advice
In this episode of The Adeptli Podcast, Jamie and Dave are joined by Ian Price, who reflects on almost 50 years in financial services and how the advice industry has changed along the way.Ian discusses the shift from product-led advice towa...
How to Grow an Advice Firm Without Breaking It
What does it take to grow a financial advice business without losing control of the people, processes and client experience along the way?In this episode of The Adeptli Podcast, Jamie and Dave are joined again by Sian Matheson, Ma...
What Clients Never See: Inside the Engine Room of an Advice Firm
Jamie and Julia are joined by Thomas Kelly, Director of Operations at William James, and Sian Matheson, Managing Director of Meta, to explore what really happens inside the engine room of a financial advice firm.The conversation looks be...
Growing Without Losing the Personal Touch: Building a Financial Advice Business
How do you grow a financial advice business without losing the personal touch?In this episode of The Adeptli Podcast, Jamie and Dave are joined again by Alex Kell, Principal of Quayside Wealth Management, to explore what it really takes ...