Russell is the Author of “Risk Insurance Communications Skills” and a former risk insurance specialist. He and Fraser discuss the importance of a Financial Adviser’s communication skills (their “soft skills”) when talking to clients who know nothing about insurance.
Russell Collins LinkedIn
RICS Website
Capital Group – Make confident investment decisions backed by deep research
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#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
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#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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#468 Fran Hughes
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#467 Naz Pochynok and Julien Renard
In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey …
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#466 Karen Eley
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James …
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#465 Shannon Freney
Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move …
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The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #1
In this first episode, James is joined by Sam Ruiz, Portfolio Specialist at T. Rowe Price. They discuss …
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The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #2
In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the …
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#464 Paul Brown
Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his …
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AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
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#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
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Engine Room Podcast #56 – John Cachia
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AdviceTech Podcast #109 – Cyber Security Special
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#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
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AdviceTech Podcast #108 – Qwilr
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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Engine Room Podcast #54 – Angus Stevenson
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