Model Office Science of Compliance Podcast Episode 31
May 29, 202627m
We welcome James Priday MD PRYDIS and Founder of PI investment management platform to discuss his career journey and love of dogs!
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Hosted by Chris Davies · 🇺🇸 US · EN · 30 episodes
Established thought leaders with verified media credentials.
Insights into building a culture and climate for resilience, risk management, governance and creativity in your business
Chris Davies hosts Model Office and The Science of Compliance, a business show with 30 episodes published.
We welcome James Priday MD PRYDIS and Founder of PI investment management platform to discuss his career journey and love of dogs!
In this episode we’re delighted to host Chris Baigent Reid MD and Founder of Jigsaw Tree operational efficiency consultancy to discuss her career journey and the opportunities and challenges planner firms, and their clie
Great to host Anthony Carty Group Financial Planning & Business Development Director of Clifton Asset Management to discuss what has shaped his career journey, his views on business building, tech and of course regulatio
We were delighted to host Adam and gain insight into his journey within the financial planning profession and learn about the great work NextGen planners are up to in supporting professional growth and development for pl
Fantastic to host Tess, who provides an episode packed full of Fintech strategy for any financial service firm looking to employ high quality client portal within their tech stack to empower client engagement business gr
In this episode we welcome Professor Andy Pardoe CEO of AI software development business Wisdom Works. We discuss all things AI and the effect this fourth Industrial Revolution will have across industry and financial ser
Listen into Neil's amazing career journey, from PE teacher to the world of finances Chief Behavioural Officer and all the great work Shaping Wealth do for its profession.
Listen into to Helen's amazing career in retail financial services and the challenges, resilience and creativity she brings and the innovative work Mint Blue Consultancy offers
Listen into to Phil's amazing career hourly in retail financial services and the challenges, resilience and creativity he brings and the innovative work The Yardstick Agency offer
We welcome Financial Adviser firm review platform Managing Director Alex Whitson to discuss his career journey and Vouched for's services and technology in supporting adviser firms and their clients on the current regula
Mike brings his intelligence and wit to all key issues surrounding the FCA's Consumer Duty plus other key issues and talks us through his career journey and where he sees the industry direction of travel.
Listen into industry stalwart Roderic Rennison on his career journey and views on industry regulatory challenges and opportunities particularly in the M&A arena.
Paul discusses his own and Fidelity's journey in supporting adviser, planner and wealth manager firms in the market place and how Fidelity Advice Solutions are supporting firms meet their on-going challenges and opportun
Listen to Greg's forensic knowledge on the importance of behavioural finance, data analytics and technology in ensuring human's stand the best possible opportunity to make the right decisions and manage risks. You can do
Learn all about the RegTech industry and how it is helping firms meet ongoing governance, risk and compliance challenges from The RegTech Doctor herself, Dr Sian Lewin Co-Founder and Head of Client Delivery RegTech Assoc
A very insightful podcast into the RegTech industry from a leader in the field Dr Sian Lewin of RegTech Associates, covering women in RegTech, RegTech Associates research and the direction of travel for RegTech both in U
Aviva's Director of Platform propositions Mike Hogg and Platform and FinTech integration manager Tim Walton discuss how an industry leading platform provider can aid firm's compliance challenges and enable firm professio
Gill discusses her career journey and the importance of persistence, determination and working with an employer that walks it's talk on diversity and how tech can enable firm's client, business and compliance management
We continue our women in financial services series this time with host Liz Field CE of The Personal Investment Management and Financial Advice Association (PIMFA) the UK’s leading financial investment and advice trade as
Continuing our focus on women in financial services, we welcome Uinsure's Chief Partnership and Marketing Officer Lauren Bagley to discuss her journey and key industry challenges and opportunities
mystery guest
1 appearance on this show
Neil Bage
Chief Behavioural Officer · Shaping Wealth
1 appearance on this show
Helen Clark
Former Minister of New Zealand and former Administrator of the United Nations Development Programme · Partnership for Maternal, Newborn and Child Health
1 appearance on this show
Phil Bray
The Financial Services Marketing Guy · The Yardstick Agency
1 appearance on this show
Mike Barrett
Consulting Director · The Lang Cat Consultancy
1 appearance on this show
Paul Richards
Global Head of Resources, Energy & Infrastructure · Fidelity Adviser Solutions
1 appearance on this show
Tim Walton
Platform and FinTech integration manager · University of Florida
1 appearance on this show
Catherine Morgan
global speaker, author, founder of The Money Panel · The Money Panel®
1 appearance on this show
Lauren Bagley
Uinsure
1 appearance on this show
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Model Office and The Science of Compliance is hosted by Chris Davies. The show is categorised under business and has published 30 episodes.
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