The Change Curve Podcast
The Change Curve Podcast
The Change Curve Podcast
‘The Change Curve Podcast’ is a new 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’.
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 and thanks to Octo Members ‘the fastest-growing UK private social network app for and by financial services professionals’ and will be released every few weeks throughout the year. Links these can be found below.
Podcast Links
July 2024: Change Curve Episode 4: A focus on the importance of data for adviser firms – facilitated by Helen Clark
Helen Clark (Mint Blue Consulting), Chris Baigent-Reed (Jigsaw Tree), Paul Miles (Silverback Consultancy) and Christopher Pitt (Consultant and Guest contributor) discuss data, a very wide topic indeed. Here they 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
Spotify link:https://spotifyanchor-web.app.link/e/MrpUQ9s8TKb
May 2024: Why do financial adviser firms need to modernise their working environments and their business operating models? – facilitated by Paul Miles
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.
Spotify link: https://spotifyanchor-web.app.link/e/SSLJT4QujKb
April 2024: AI, some practical considerations – facilitated by Chris Baigent-Reed
Episode 2: AI, some practical considerations Helen Clark, Chris Baigent-Reed, Paul Miles and Chris Pitt 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.
Octo are delighted to introduce you to this latest episode of The Change Curve a podcast series brought to you by four practitioners who have a wealth of practical experience supporting businesses through the complexity of change.
March 2024: Technology Stacks – facilitated by Helen Clark
Episode 1: Technology Stacks Helen Clark, Chris Baigent-Reed, Paul Miles and Chris Pitt discuss the key considerations for any firm when navigating the technology needs for your business. 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 improve their tech-stacks.
Octo are delighted to introduce you to The Change Curve a podcast series brought to you by four practitioners who have a wealth of practical experience supporting businesses through the complexity of change.
https://spotifyanchor-web.app.link/e/PzjEBtCmfJb
Octo Members link: https://app.octomembers.com/posts/episode-1-the-change-curve