The purpose of the Inside Wealth podcast is to provide our listeners with an insight into the mind and makeup of the most successful Leaders, Disruptors, Entrepreneurs and Relationship Managers in the market. By holding conversations with a diverse range of guests, we hope that our listeners will come away with new concepts and ideas which they can implement into their own professional lives. This cover topics such as leadership, personal well-being, time management skills, influencing skills, etc.
Executives in Wealth Management
Claim This Podcastby Tom Spencer, Founder - Finden Advisory
5.0(11 reviews)
65 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇬🇧
68
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality84
Social0
YouTube63
Engagement68
Podcast Overview
The purpose of the Inside Wealth podcast is to provide our listeners with an insight into the mind and makeup of the most successful Leaders, Disruptors, Entrepreneurs and Relationship Managers in the market. By holding conversations with a diverse range of guests, we hope that our listeners will come away with new concepts and ideas which they can implement into their own professional lives. This cover topics such as leadership, personal well-being, time management skills, influencing skills, etc.
Language
🇺🇲
Publishing Since
2/13/2023
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68
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality84
Social0
YouTube63
Engagement68
9
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1
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9
Growth Opportunities
excellent
Episode Length
1h 7m
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Every 15 days
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Recent Episodes
March 25, 2026
Purposeful Leadership with Kavi Myladoor
<p><strong>Kavi Myladoor, Retail Commercial and Proposition Director at Just Group</strong>, joins the podcast to discuss her journey through the financial services industry, the experiences that shaped her leadership style, and how the advice profession is evolving in response to technology, regulation, and changing client expectations.</p><p>Kavi reflects on her upbringing and the influence of her family before sharing how she built a career across major financial institutions. She explains the importance of curiosity, humility, and mentorship in professional growth, and offers insights into how financial advice businesses can evolve to serve more people while maintaining the human relationships that sit at the heart of advice.</p><p>In this episode, Kavi discusses:</p><p>• Growing up in a close-knit family and how her parents’ story influenced her outlook on life</p><p>• The importance of mentors and supporters who believe in your potential</p><p>• Why curiosity and asking questions have been central to her career development</p><p>• Her journey into financial services and progression into senior leadership roles</p><p>• Balancing customer outcomes with commercial objectives when designing financial propositions</p><p>• The challenge of the “advice gap” and why many people still lack access to financial advice</p><p>• Why advisers need to become more efficient to serve a broader population</p><p>• The role technology, digitisation and artificial intelligence will play in shaping the future of advice</p><p>• Why the human element of financial advice will remain essential despite technological change</p><p><strong>Key takeaway:</strong></p><p>Kavi highlights that great leaders don’t need to have all the answers — they need the curiosity and confidence to ask the right questions and continue learning throughout their careers.</p><p><br></p>
March 18, 2026
Philanthropy, Purpose and the Future of Wealth Advice with Juliet Valdinger
Holistic Philanthropy Adviser Juliet Valdinger discusses how advisors can integrate charitable giving and purpose into wealth management, strengthening client relationships and aligning wealth with values.
March 11, 2026
How Superbia delivered an exit to PE with Stefan Fura
Managing Director Stefan Fura shares his journey building a successful advisory business and achieving a PE exit, highlighting continuous learning and client value.
65 total episodes available with 12 transcripts
Recent guests on Executives in Wealth Management
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Juliet Valdinger
Guest
Stefan Fura
Guest
Rachel Kitching Burrows
Guest
Nathan Thompson
Guest
David Carter
Guest
David Kendrick
Guest
Cathi Harrison
Guest
Sebastian Dovey
Guest
Douglas Boyle
Guest
Nicky Sevel
Guest
David Davies
Guest
Jonathan Polin
Guest
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Frequently asked questions
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- What is Executives in Wealth Management?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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