Shows / Adeptli's Podcast
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.
Episodes
- Adeptli's Podcast
Budget 2026: What Actually Matters for Financial Advisers?
Budget 2026 may have been described as bland, dull and ineffective, but beneath the newspaper headlines there are still changes that will affect the advice…
- Adeptli's Podcast
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…
- Adeptli's Podcast
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…
- Adeptli's Podcast
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…
- Adeptli's Podcast
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…
- Adeptli's Podcast
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…
- Adeptli's Podcast
Earning Trust and Building Relationships: What Clients Really Want from Advice
In this episode of the Adeptli Podcast, we’re joined by Alex Kell, Chartered Financial Planner and Principal of Quayside Wealth Management, to explore what it…
- Adeptli's Podcast
Pensions & IHT in 2027: Why There Isn't a Right Answer
In this episode, Jamie is joined by Adeptli co-founder Dave and retirement planning expert Andrew Stokes to explore one of the most significant upcoming…
- Adeptli's Podcast
Pensions, Purpose and the Reality of Retirement
Episode description - In this first episode of the Adeptli Podcast, Jamie and Julia are joined by Andrew Stokes, who spent over 40 years in retirement…