Best MyBeginnings Podcasts (2025)

1
The Problem With Policies 22:04

1d ago22:04

22:04

In this episode, we delve into the critical role of personalised policies within financial services. Moving away from generic templates, we explore how bespoke policies can reflect a company's unique values and operational realities. With 76% of customers expecting personalized experiences, the financial sector must adapt to meet these evolving exp…

1
The Problem with Financial Crime 54:52

15d ago54:52

54:52

In this special hour-long episode, I’m joined by someone who’s not only my yoga teacher, but also a former City lawyer with first-hand experience of financial crime and its consequences. Claire pulls back the curtain on the world of AML (Anti-Money Laundering), compliance, and regulation — and trust me, it's anything but dry. We explore: Why AML ch…

1
The Problem With... Permissions 7:41

1M ago7:41

7:41

In this short and sweet episode, we shine a light on a common pitfall in financial advice — misunderstanding or overlooking FCA roles and permissions. We explore how advisers can get it wrong, what that means in practice, and most importantly, how to check you're operating within the lines. Whether you're an adviser or working with one, this is a m…

1
The Problem With... Annual Audits 12:29

1M ago12:29

12:29

In this episode, we’re diving into the often-dreaded but incredibly important annual audit for financial advice firms. We break down what the audit process actually involves, why it’s nothing to fear, and how—believe it or not—it can help you grow and manage your business more effectively. From smart preparation tips to mindset shifts, we’re here t…

1
The Problem with Going Directly Authorised 33:33

2M ago33:33

33:33

Becoming directly authorised by the FCA is a big step—but is it the right one? In this episode, we sit down with Nick Davies, who has recently gone through the authorisation process himself. He shares: ✅ How to prepare for FCA approval ✅ Whether working with a compliance company made the process easier ✅ The challenges, surprises, and whether he th…

1
The Problem with Financial Education 30:07

2M ago30:07

30:07

How well are schools preparing the next generation for the real world of money? In this episode, I sit down with my teenage sons to find out what they’re actually taught in school about finance, how they discuss money with their friends, and the lessons they’re picking up from social media (for better or worse!). It’s an eye-opening conversation th…

1
The Problem with Marking Your Own Homework 17:03

2M ago17:03

17:03

In this episode, Alex and Annabel dive into a critical issue in financial services—advisers and compliance companies effectively "marking their own homework." When advisers review their own suitability letters or compliance firms assess templates they’ve provided, is the process truly objective? Or does it create a false sense of security? We explo…

1
The Problem with the Advice Gap - Is AI the Answer? 33:05

3M ago33:05

33:05

Are you wondering how AI can enhance your financial advice business while keeping your client data secure? Or perhaps you're unsure how to offer a service that meets the needs of all potential clients? In this episode, we sit down with Madeleine from Otto Finance, who is at the forefront of AI for financial advisers. She shares her expert insights …

1
The problem with T&C 21:01

3M ago21:01

21:01

We all know T&C (Training & Competence) is a crucial part of financial services, but let’s be honest—does it really add value, or is it just another box-ticking exercise? In this episode, we explore how T&C can become an integrated, engaging, and even enjoyable part of your business. One key element of T&C is ongoing development, often achieved thr…

1
The Problem with Factfinding 16:28

3M ago16:28

16:28

The Problem with Factfinding – Factfinding is the foundation of financial advice, but is it always done right? In this episode, we uncover the common pitfalls in factfinding, from box-ticking exercises to missing crucial client details. Are advisers truly getting to the heart of their clients' needs, or is the process just another compliance burden…

1
The Problem with Suitability Letters 19:36

4M ago19:36

19:36

In this episode, we explore the well known challenges of suitability letters. From regulatory pitfalls to common communication gaps, we break down the issues and share our top hints and tips to make your letters more interesting and compliant. Plus, we’re setting a challenge to help you make your suitability reports something that the clients will …

1
The Problem with CRMs 26:58

4M ago26:58

26:58

Are you frustrated by the gap between the promise of CRMs and the reality of getting your team to actually use them? You’re not alone. The Problem with CRMs dives deep into the most overlooked challenge in CRM success: user adoption. Join us as we explore why so many businesses struggle to integrate CRMs into their workflows and how you can overcom…

1
The problem with Being an Appointed Representative 13:40

5M ago13:40

13:40

Are you an appointed representative, are you fed up or just wondering what your options are? This episode will debunk some myths and help you to decide whether being an appointed representative is right for you.By MyBeginnings

1
The problem with Business Plans 17:36

5M ago17:36

17:36

Do you have a business plan? Is it up to date, or are you wondering why you would still need one? This episode highlights the importance of having a business plan and also offers insightful tips on how to design one that will help your business grow.By MyBeginnings

1
The problem with FCA Reporting 19:23

6M ago19:23

19:23

There seem to be more and more reports being requested and no extra time in which to do it. This episode will show you how you can make reporting easier and not as time consuming. Don't believe us, have a listen. MyRegData Report | Complete all sections of your RegData report using MyRegDataBy MyBeginnings

1
The problem with Compliance 22:28

6M ago22:28

22:28

Do you dread compliance, do you feel that it takes too much time or are you overwhelmed by it? This episode will discuss the common problems and provide some practical steps to solve it and make compliance, dare we say it....fun!By MyBeginnings

1
Oh My...Journeys! 32:53

2y ago32:53

32:53

In episode 2 of the 'Oh My...!' Podcast we explore the next phase of a journey's lifecycle. We deep-dive into the heart of what a journey can look like in many different contexts. Prepare for some truly authentic giggles and meta ponderings! References: -Abigail Wighton's song - More Than You Know https://open.spotify.com/track/0ndr4dkP6Sm7Xsk2FSyn…

1
Oh My...Beginnings! 34:33

2y ago34:33

34:33

In this first episode, Larissa and Aneeka explore the joys and nerves of beginnings. The stories range from small insidental moments to some deeper insights into how beginnings affect our lives. Podcast references: -Check out our facebook page and Instagram page for a (partial) photo of the outfits referenced -Paolini, C. (2007). Eragon. United Kin…