BWD Search & Selection

🚨 Live Q&A with Dave Robinson FCCA APFS MCSI TEP LLAA IMC – 20th September, 2 PM 🎙️ A few weeks ago, we released Part II of my conversation with Dave, focusing on how he built a successful independent firm. The response has been amazing - thank you 🙏 To follow this up, Dave has kindly agreed to host a live 1-hour Q&A on 20th September at 2 PM to answer all your questions. This is your chance to ask practical, no-nonsense questions about running a profitable firm, working with professional connections, the power of collaboration, and much more! The profession is changing, and knowledge like this is gold dust! 💡 📝 We need at least 25-30 people to make this happen, so if you’re interested, click the link below and let us know! https://lnkd.in/evyQ4tgT Thank you!

In this article, I dive into the rising trend of dual-qualified advisers - those who blend investment management and financial planning into a single offering. The model seems to be gaining momentum, with many firms employing teams of these dual advisers. But is this hybrid approach truly the future of wealth management, or is it only suited to certain clients? #wealthmanagement #investmentmanagement #financialplanning #financialservices #hiringtrends

Unlocking the Future of Compliance with AI: A New LinkedIn Article Series I'm excited to announce the 6th of 10 LinkedIn articles in this mini series, where I'll be diving into the challenges and opportunities that compliance professionals in the UK financial services sector face with the integration of Artificial Intelligence (AI). New Articles to be released every Thursday 12:00! As AI continues to reshape the financial services industry, understanding and addressing these complexities is more important than ever. Over the next few weeks, I'll be sharing articles on the following topics: 1. Navigating the Murky Waters of AI Regulations 2. The High Cost of AI Implementation: Balancing Investment and Returns 3. Integrating AI with Existing Systems: Navigating Complexity 4. Data Privacy Concerns: Safeguarding Sensitive Information 5. Insufficient Internal Expertise: Bridging the Knowledge Gap 6. Uncertainty About AI's ROI: Proving the Value 7. Overcoming Resistance: The Human Factor in AI Implementation 8. Ensuring Transparency in AI Decision-Making 9. Keeping Pace with AI Compliance Standards 10. Making Sense of AI: Tackling the Challenge of Interpreting AI Results These articles are designed to provide insights, strategies, and practical solutions for compliance professionals navigating the rapidly evolving AI landscape. Whether you're dealing with regulatory complexities, addressing internal resistance, or striving to demonstrate AI's ROI, there's something here for you. I am particularly keen to hear your perspectives on these issues. What challenges have you encountered? What solutions have you found effective? Your thoughts and feedback will be invaluable. Stay tuned for the first article, where we’ll explore the intricate challenges of AI regulations and what they mean for compliance professionals. Let’s lead the way in creating a future where AI and compliance not only coexist but thrive together. I would like to thank Marjolaine Quirke from TFAS Compliance Services for your input and support. #AI #Compliance #FinancialServices #Innovation #RiskManagement #DataPrivacy #Regulations #AIImplementation #fintech #Leadership #FutureOfFinance #Risk #FCA #financialadvisers #finanancialservices #wealthplanning #AIRegulations Alistair Brownlee Josh Glen Ellie Corkill Sami Jaan Gary Raine James Woods Jordan Forbes James Walker Danielle Hayes Joanne Rigby Howard Barnes Melanie Smith Karina Bowden Stuart Bowden Anna Lloyd Cheryl Williams DipPFS CeSRE CeRER Nicole Turner Paul Robson Jane Lomas Jenny Close FPFS, BA (hons) Caroline Gill Elizabeth Haran Sophie Barker Buddy Keville Jeff Lange

This edition of the newsletter focuses on an opportunity for financial services professionals to enhance their knowledge, stay current with industry trends, and expand their professional network. I’ll be attending the 2024 CPD Events hosted by TFAS Compliance Services, which offer 4.5 hours of structured CPD. The events in London and Leeds will cover key topics such as regulatory updates, succession planning, M&A opportunities, and macroeconomics. If you’re looking to stay ahead in the industry, these events provide the perfect chance to gain insights and connect with peers. Don’t miss out! Message me for further information. #complaince #risk #regulation #cpd #fiancialadvisers #financialplanning #financialservices #regulatoryupdates Alistair Brownlee Sami Jaan Josh Glen Gary Raine James Woods Jordan Forbes Tony King Ellie Corkill James Walker Danielle Hayes Marjolaine Quirke Jeff Lange Karina Bowden

Join Us for a Live Q&A with Dave Robinson FCCA APFS MCSI TEP LLAA IMC . After the incredible response to our two-part podcast series, we’re excited to continue the conversation with a LinkedIn Live event this Friday, September 20th at 2:00 PM! 🎙️ . 💡Dave will answer your questions and dive deeper into the strategies that have fuelled his success. ❓ Submit your questions ➡🔗Link in the comments OR message me directly, and we’ll answer them during the live session. . 🔑 What to Expect: Real-world insights and answers from Dave Practical advice on applying his methods to your business A chance to connect with like-minded professionals . 🎧 Haven’t had a chance to listen to the episodes or download the resources yet? No worries! – catch up or refresh yourself before the event ➡🔗Link in the comments . 👉 Interested? Hit the "Attend" button and mark your calendars! You won’t want to miss this opportunity. . See you Friday! . #LinkedInLive #BusinessStrategy #QandA #Podcast #DaveRobinson #BusinessGrowth #Entrepreneurship #financialplanning #financialservices #financialplanners #careersinfinancialplanning 

Why are experienced relationship managers leaving large institutions for boutique firms and multi-family offices? My latest article explores the growing appeal of these specialised firms, from increased autonomy and competitive compensation to the ability to offer personalised client service. Curious about this shift and what it could mean for your career? Read the full article and subscribe to stay updated on the latest trends in Wealth Management and Private Banking. #WealthManagement #PrivateBanking #HiringTrends #FinancialServices #CareerInsights #investmentmanagement Alistair Brownlee Mark Penswick James Woods Josh Glen Gary Raine James Walker Jordan Forbes BWD Search & Selection Danielle Hayes Sami Jaan

Unlocking the Future of Compliance with AI: A New LinkedIn Article Series I'm excited to announce the 4th of 10 LinkedIn articles in this mini series, where I'll be diving into the challenges and opportunities that compliance professionals in the UK financial services sector face with the integration of Artificial Intelligence (AI). New Articles to be released every Thursday 12:00! As AI continues to reshape the financial services industry, understanding and addressing these complexities is more important than ever. Over the next few weeks, I'll be sharing articles on the following topics: 1. Navigating the Murky Waters of AI Regulations 2. The High Cost of AI Implementation: Balancing Investment and Returns 3. Integrating AI with Existing Systems: Navigating Complexity 4. Data Privacy Concerns: Safeguarding Sensitive Information 5. Insufficient Internal Expertise: Bridging the Knowledge Gap 6. Uncertainty About AI's ROI: Proving the Value 7. Overcoming Resistance: The Human Factor in AI Implementation 8. Ensuring Transparency in AI Decision-Making 9. Keeping Pace with AI Compliance Standards 10. Making Sense of AI: Tackling the Challenge of Interpreting AI Results These articles are designed to provide insights, strategies, and practical solutions for compliance professionals navigating the rapidly evolving AI landscape. Whether you're dealing with regulatory complexities, addressing internal resistance, or striving to demonstrate AI's ROI, there's something here for you. I am particularly keen to hear your perspectives on these issues. What challenges have you encountered? What solutions have you found effective? Your thoughts and feedback will be invaluable. Stay tuned for the first article, where we’ll explore the intricate challenges of AI regulations and what they mean for compliance professionals. Let’s lead the way in creating a future where AI and compliance not only coexist but thrive together. I would like to thank Marjolaine Quirke from TFAS Compliance Services for your input and support. #AI #Compliance #FinancialServices #Innovation #RiskManagement #DataPrivacy #Regulations #AIImplementation #Leadership #FutureOfFinance #Risk #FCA #financialadvisers Alistair Brownlee Josh Glen Ellie Corkill Sami Jaan Gary Raine James Woods Jordan Forbes James Walker Danielle Hayes Joanne Rigby Howard Barnes Melanie Smith Karina Bowden Stuart Bowden Anna Lloyd Cheryl Williams DipPFS CeSRE CeRER Nicole Turner Paul Robson Jane Lomas Jenny Close FPFS, BA (hons) Caroline Gill Elizabeth Haran

🔊 New Episode Alert: BWD In The Know Podcast Join me for an eye-opening conversation with the brilliant Brendan Frazier, Chief Behavioural Officer at RFG Advisory and host of the Human Side of Money podcast. This episode is packed with valuable insights for financial planners, and anyone interested in the human side of financial advice! You don’t want to miss this! Key topics discussed: 🌟 The Human Element in Finance: Brendan shares his passion for integrating psychology and human behaviour into financial planning. 🚀 Helping Clients Take Action: Practical strategies to bridge the gap between knowing what to do and actually doing it, helping clients follow through on their financial plans. 💡 Building Trust: Effective strategies for financial advisers to establish and maintain trust with clients. 📈 Client Reviews Redefined: Why and how financial advisers should rethink their client review process to add more value. ✨ Magic Wand: Discover what Brendan would wish for if he could change one thing. Listen now on your preferred platform: Links in the comments. #Podcast #FinancialPlanning #HumanBehavior #BrendanFrazier #FinancialAdvice #ClientTrust #ProfessionalGrowth

Unlocking the Future of Compliance with AI: A New LinkedIn Article Series I'm excited to announce the 3rd of 10 LinkedIn articles in this mini series, where I'll be diving into the challenges and opportunities that compliance professionals in the UK financial services sector face with the integration of Artificial Intelligence (AI). New Articles to be released every Friday! As AI continues to reshape the financial services industry, understanding and addressing these complexities is more important than ever. Over the next few weeks, I'll be sharing articles on the following topics: 1. Navigating the Murky Waters of AI Regulations 2. The High Cost of AI Implementation: Balancing Investment and Returns 3. Integrating AI with Existing Systems: Navigating Complexity 4. Data Privacy Concerns: Safeguarding Sensitive Information 5. Insufficient Internal Expertise: Bridging the Knowledge Gap 6. Uncertainty About AI's ROI: Proving the Value 7. Overcoming Resistance: The Human Factor in AI Implementation 8. Ensuring Transparency in AI Decision-Making 9. Keeping Pace with AI Compliance Standards 10. Making Sense of AI: Tackling the Challenge of Interpreting AI Results These articles are designed to provide insights, strategies, and practical solutions for compliance professionals navigating the rapidly evolving AI landscape. Whether you're dealing with regulatory complexities, addressing internal resistance, or striving to demonstrate AI's ROI, there's something here for you. I am particularly keen to hear your perspectives on these issues. What challenges have you encountered? What solutions have you found effective? Your thoughts and feedback will be invaluable. Stay tuned for the first article, where we’ll explore the intricate challenges of AI regulations and what they mean for compliance professionals. Let’s lead the way in creating a future where AI and compliance not only coexist but thrive together. I would like to thank Marjolaine Quirke from TFAS Compliance Services for your input and support. #AI #Compliance #FinancialServices #Innovation #RiskManagement #DataPrivacy #Regulations #AIImplementation #Leadership #FutureOfFinance #Risk #FCA #financialadvisers Alistair Brownlee Josh Glen Ellie Corkill Sami Jaan Gary Raine James Woods Jordan Forbes James Walker Danielle Hayes Joanne Rigby Howard Barnes Melanie Smith Karina Bowden Stuart Bowden Anna Lloyd Cheryl Williams DipPFS CeSRE CeRER Nicole Turner Paul Robson Jane Lomas Jenny Close FPFS, BA (hons) Caroline Gill Elizabeth Haran