The Change Curve Podcast 

‘The Change Curve Podcast’ is a group podcast which brings together myself, Helen Clark (Mint Blue Consulting), Chris Baigent-Reed (Jigsaw Tree), Paul Miles (Silverback Consultancy) and Chris Pitt (consultant and guest contributor) to discuss our collective experiences on a wide range of topics pertinent to Financial Services with a focus on the practical ‘How’, supporting businesses through the complexity of change. 

We’re all practitioners in our field working with firms and Consolidators on a practical basis with skill sets across Project Management, Consultancy, Adviser Firm support, M&A and Integration Mergers and looking forward to our collective discussions to help others across the industry.

Our podcasts are produced in conjunction with Awesome Panda and you can listen to these through different sources: Buzzsprout, Amazon Music, Apple, Spotify, Podcast Index, Podcast Addict, Podchaser, Podcasts and Deezer.

Podcast Links

Episode 8: Guest session with Piers Johnson: Financial Services and ‘The Future Financial Adviser’ initiative – with Helen Clark, Chris Baigent-Reed and Paul Miles https://www.buzzsprout.com/2444233/episodes/17730192

Also featured in Money Marketing https://www.moneymarketing.co.uk/news/future-financial-adviser-aims-to-close-the-talent-gap/

The Change Curve Podcast team is delighted to welcome Piers Johnson, Managing Director at emap for this episode.  The financial advisory sector is facing a talent shortfall due to retirements and evolving career trends, prompting the launch of The Future Financial Adviser initiative to attract younger and second careerist professionals and enhance collaboration across the industry. With focus on outreach, digital engagement, and simplifying advice to benefit smaller firms and the profession as a whole, hear how the initiative is helping to attract new talent and their plans to open up the site for smaller firms.  This is an exciting initiative and as Piers has discovered “If it isn’t on TikTok, it doesn’t exist”!

Episode 7: Guest session with Nick Eatock discussing intelliflo and the evolving tech industry – co-hosted by Chris Baigent-Reed and Helen Clark https://www.buzzsprout.com/2444233/episodes/17421502

In this insightful conversation, Nick Eatock, CEO of intelliflo, joins Chris Baigent-Reed and Helen Clark to dive into:

🔹 intelliflo’s market growth

🔹 The impact of AI & innovation across the industry

🔹 How tech is reshaping the Adviser landscape

🔹 Supporting firms with evolving FCA data demands

With tech disruption accelerating, intelliflo continues to be a driving force helping adviser firms adapt and thrive. Don’t miss this one!

Episode 6: “Why Are People Not Embracing AI?” – facilitated by Helen Clark

This episode explores why people are not embracing AI and the opportunities and challenges for Adviser Firms looking to do so.  This was recorded in front of a live audience at the Octo Members ProgPlan ’25 event in February 2025 and is available as both audio and video through the links below with thanks to them.

https://www.buzzsprout.com/admin/2444233/episodes/16764252-episode-6-why-people-are-not-embracing-ai

Episode 5: The Changing Landscape – facilitated by Chris Pitt

https://www.buzzsprout.com/2444233/episodes/16509759

In this episode we discuss the size and shape of the current Adviser Market, based on Chris Pitt’s research paper, published by Jigsaw Tree https://www.jigsawtree.com/post/the-size-and-structure-of-the-ukfinancial-advice-market-2024

The group discusses the size and current and future state of this market focusing on the potential impact of technology, consolidation and regulatory change.  It also includes some interesting predictions regarding how we see the market will change over the coming years and one to watch.

Episode 4: A focus on the importance of data for adviser firms – facilitated by Helen Clark 

https://www.buzzsprout.com/2444233/episodes/16509754

This episode discusses data, a very wide topic indeed.  Here we focus in on the importance of data for adviser firms, the impact of AI on data and data in the light of legislation including consumer duty. They look at the key challenges they are seeing, the considerations and solutions.  Talking through real life experiences of the data strategies they are helping firms implement and the questions firms should be asking themselves to connect technology and simplify processes to result in one source of truth.  Data is not going to become less important, it is only going to become more important. Data is already front of mind for smart businesses what are the roles and new technology essential for the business of the future. This podcast provides lots of practical advice and tips that will help you navigate the data complexities of advice firm business owners

Episode 3: Why do financial adviser firms need to modernise their working environments and their business operating models?   – facilitated by Paul Miles

https://www.buzzsprout.com/2444233/episodes/16509753

We discuss the range of skills required, capabilities and practical considerations when navigating the complexity of running a modern Advice firm.  Talking through real life experiences of the strategies they are helping firms implement as well as the importance of conducting capability audits (and how to approach this) to create the right environment and culture to attract and retain the talent needed.

This podcast provides lots of practical advice and tips that will help you navigate the complexities of advice firm business ownership.

Episode 2: AI, some practical considerations – facilitated by Chris Baigent-Reed

https://www.buzzsprout.com/2444233/episodes/16501160

We discuss the practical considerations for any financial services firm when navigating the rapidly evolving Artificial Intelligence landscape. Talking through real life experiences and integrations providing lots of practical advice and tips that will help you navigate the complexities.   In a far-ranging discussion, they bring their considerable expertise to bear to help those seeking to build and integrate the efficiencies that AI can bring into your tech stack. 

Episode 1: Technology Stacks – facilitated by Helen Clark

https://www.buzzsprout.com/2444233/episodes/16500452

In this opening episode we talk through real life experiences and integrations providing lots of practical advice and tips that will help you navigate the complexities. In a far-ranging discussion, they bring their considerable expertise to bear to help those seeking to build and improve their tech-stacks.