top of page

How the advice industry is advancing

Eleanor Williams sits down with Tom Hegarty, CEO of SimplyBiz, to explore the evolving landscape of the financial advice industry.


They discuss Tom's path into the sector and his career across the years that has brought him to his SimplyBiz CEO role. The episode covers issues facing the advice industry, including the progress being made to attract new advisers and paraplanners, succession planning, sustaining a diverse and competitive advice market, AI and new technologies and how these topics are related to the consumer duty.

  

Follow the Wisdom Shared podcast series on Podbean, Spotify and Apple Podcasts, or use this feed  https://feed.podbean.com/wisdomshared/feed.xml to listen on your player of choice

 
 
bottom of page