Executives in Wealth Management

About Executives in Wealth Management

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.

Publisher

Tom Spencer, Founder - Finden Advisory

Category

business

Language

en

Explicit

No

First episode

13 Feb 2023

Latest episode

25 Mar 2026

Latest episodes

12 of 65 episodes have a transcript.

1. 

   25 Mar 2026

   Purposeful Leadership with Kavi Myladoor

   Kavi Myladoor, Retail Commercial and Proposition Director at Just Group, 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. 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. In this episode, Kavi discusses: • Growing up in a close-knit family and how her parents’ story influenced her outlook on life • The importance of mentors and supporters who believe in your potential • Why curiosity and asking questions have been central to her career development • Her journey into financial services and progression into senior leadership roles • Balancing customer outcomes with commercial objectives when designing financial    propositions • The challenge of the “advice gap” and why many people still lack access to financial advice • Why advisers need to become more efficient to serve a broader population • The role technology, digitisation and artificial intelligence will play in shaping the future of advice • Why the human element of financial advice will remain essential despite technological change Key takeaway: 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.

2. 

   18 Mar 2026TRANSCRIPT

   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.

3. 

   11 Mar 2026TRANSCRIPT

   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.

Inside a recent episode

Philanthropy, Purpose and the Future of Wealth Advice with Juliet Valdinger

Published 18 Mar 2026 · Transcript excerpt

[…] As far as I know, they're not part of the government, but they certainly got the right ears of the right people. And they've done at least three reports that I know of. One was done in 2022 with the Law Family Commission and Civil Society. And it was looking at what the government can do to grow philanthropy. And the report goes into the different ways the government could expect to create a more cross -functional approach using the different departments, so leading players, whether it's the cabinet office, office investment, a 10 HMRC, how can they all work together to make changes happen? There was another one in 2023, which I was really delighted to feed my thoughts into. […]

Who has been a guest on Executives in Wealth Management

Names identified in recent episode analyses. Showing up to five guests.

• Juliet Valdinger
• Stefan Fura
• Rachel Kitching Burrows
• Nathan Thompson
• David Carter

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

33

Score snapshot 15 Sept 2025

Spotify

5.0 / 5

11 ratings

Podcast Authority Score: 68 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

84

Social presence

0

YouTube

63

Engagement

68

Contact Executives in Wealth Management

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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