Shift Happens

What’s shaking up the financial advice sector? Something big according to our guests John O’Mahony and Professor Deen Saunders, the authors of a new report Advice 2030: The Big Shift. Join financial adviser Emmanuel Asuquo as he chats to John and Deen about the seven megatrends impacting financial advice over the next five years and the choices that every advice business must make now if they want a piece of the enormous opportunity that awaits. Can you hear that? It’s the big shift, and it’s coming. You’d better get ready. Subscribe to Upfront so you never miss an episode.   Get in touch at upfront@iress.com Find us on LinkedIn: www.linkedin.com/company/iress/ and at iress.com/upfrontSee omnystudio.com/listener for privacy information.

Om Podcasten

Listen up! The award-winning, hard-hitting financial services podcast from Iress is back for Series 3. Emmanuel Asuquo is a financial adviser, TV personality, author and now the new host of Upfront!  He’ll be asking the questions that nobody else is asking and getting guests to drop some serious gems to help you shine. Series three is full of upfront conversations that everyone in financial services needs to hear, like: What do the most successful financial advisers do differently? Are financial services doing enough to help neurodiverse people? Is a fear of maths and numbers putting people off finance? Does digital transformation cause more problems than it solves? Do you have to get up at 5am to be productive? Is it getting harder to make customer experience a priority? As always, expect honesty, expect humour. Just don’t expect it to sound like any other financial services podcast. The first episode of Season 3 releases on Wednesday 26th June, and then every two weeks from then. Subscribe to Upfront so you never miss one. Get in touch at upfront@iress.com and visit the blog at iress.com/upfront. Upfront is a 10-part series from Iress, the people behind the world-leading financial services software. Find us on LinkedIn: linkedin.com/company/iress and at www.iress.com