IFA Talk Podcast Por IFA Magazine arte de portada

IFA Talk

IFA Talk

De: IFA Magazine
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IFA Magazine‘s ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape.

Featuring exclusive conversations with the most influential voices in financial services.

Copyright 2021 All rights reserved.
Economía Finanzas Personales Política y Gobierno
Episodios
  • Podcast #165: The real value of financial planning beyond short-term performance, with First Wealth’s Anthony Villis
    Apr 1 2026

    In this week’s episode of IFA Talk, Jenny Hunter, Deputy Editor of IFA Magazine, and Editor Sue Whitbread are joined by Anthony Villis, Managing Director and co-founder of First Wealth, to discuss the real value of financial planning.

    While investment performance often dominates client conversations, the discussion explores how the true value advisers provide often lies elsewhere. Anthony shares his thoughts on how advisers can move conversations beyond short-term returns and towards purpose, long-term goals and better financial decision-making.

    The episode also touches on the role of human behaviour in how people manage their money. Anthony explains how biases and emotions can influence client decisions, and how advisers can help clients stay focused on the bigger picture during times of uncertainty or market volatility.

    We wrapped things up by considering what a great long-term adviser might look like in the future, and how the profession may continue to evolve as planning, behavioural coaching and deeper client relationships become even more important.

    We could have chatted to Anthony for much longer than we had time for, so I’m sure we’ll see him again on the podcast soon to chat about even more interesting topics.

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    21 m
  • Podcast #164: Guiding clients through market uncertainty, with Tyndall’s James Sullivan
    Mar 25 2026

    In this week’s episode of IFA Talk, we unpack one of the biggest challengers facing advisers; helping clients stay calm when markets become uncertain.

    In such turbulent times, good advice really matters, not just in terms of building financial plans, but in helping clients manage the emotional side of investing and avoid making mistakes from short-term overreactions.

    This week, James Sullivan, Head of Partnerships at Tyndall Investment Management, joins us to discuss how advisers can prepare clients for turbulent periods, communicate effectively during uncertainty, and keep conversations focused on long-term outcomes.

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    20 m
  • NI&P Podcast #22: Supporting clients through cancer - are advisers doing enough? with Reframe Cancer's Mark Stephenson
    Mar 23 2026

    Now live: This month’s New Insurance & Protection special edition of IFA Talk tackles a critical question for advisers: how can clients be best supported through a cancer diagnosis, and what role should protection planning play in that journey?

    In this episode, Meg Bratley and Jenny Hunter are joined by Mark Stephenson, CEO of Reframe Cancer, to discuss how advisers can help clients navigate cancer support, the evolving landscape of patient needs, and where opportunities lie for proactive guidance and tailored protection solutions.

    What this episode covers

    • Key shifts in cancer care and patient expectations that advisers should be aware of
    • How advisers and insurers can improve support during diagnosis, treatment, and recovery
    • The role of specialist cancer navigation and why it can make a real difference for clients
    • Practical opportunities and challenges for advisers over the next 12–18 months

    This episode is essential listening for advisers looking to enhance their client support offering, understand the practical impact of a cancer diagnosis, and explore how tailored protection solutions can provide reassurance and guidance when clients need it most. In a market where empathy, expertise, and proactive guidance matter more than ever, this episode underscores why being equipped to support clients through serious illness is not just good pra

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    15 m
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