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IFA Talk

IFA Magazine

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IFA Magazine‘s ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the most influential voices in financial services.
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Rhyzone Podcast

Rhyzone Podcast

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Where conversation is cultivated and ideas grow. In "ask me anything" style, the Rhyzone Podcast brings together horticulture leaders to discuss the current issues, trends, and solutions within our industry. Brought to you by the team from Aster Software. https://www.astersoftwaregroup.com/s/podcast
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Product Chats Podcast

Pragmatic Institute

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Pragmatic Live’s Product Chat is a podcast focused on tackling the biggest challenges facing today‘s product management, product marketing, and other market and data-driven professionals with some of the best minds in the industry.
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Ask the Grounding Experts

E&S Grounding Solutions

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Join us each week where our engineering experts answer your questions about the world of grounding and earthing. E&S Grounding Solutions' mission is to ENGINEER, EDUCATE, and EMPOWER the world's leading technology professionals and companies to become safer, more successful, and more profitable every single day. For a video of this podcast, please visit our YouTube Channel at E&S Grounding Solutions. For more information or to sign up for some of our world-renowned educational classes, pleas ...
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I did all the right things to prevent getting cancer. A certified health coach, nutritionist & wellness speaker, I thought I’d be the last person to be diagnosed with breast cancer. Why did I still get it? Was there something else I could have done to prevent it? A couple years later, I am grateful to be cancer-free and now I’m on a mission to share everything I’ve learned about mitigating risk, managing symptoms, and staying mentally well when bad things happen – even if you “did everything ...
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“Nothing important happens in the office.” In this episode, we sit down with Anastassia (Ana) Laskey, founder of Ground Control Research and creator of the Brand and Market Telemetry Method, to discuss how to make market research faster, more practical, and more impactful. Ana shares how even the most curious organizations often lack the structure …
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In this episode, host William Klaassen sits down with Brian Sparks, Editor of Greenhouse Grower, to unpack how artificial intelligence is reshaping the greenhouse industry — and how growers can take their first steps. From data collection to practical efficiency gains, Brian shares insights from industry surveys showing a growing curiosity about AI…
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One thing I never considered during my experience with cancer was the body's ability to heal itself. Although I was a holistic nutritionist, my focus was primarily on food. When it came to healing, it was best left to medical professionals. After all, how could the body heal without drugs or medical intervention? Honestly, if someone had told me to…
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Multi-asset investing continues to sit at the heart of effective portfolio construction, helping advisers deliver diversification, risk alignment and consistent outcomes for their clients. But how can advisers be confident that the multi-asset solutions they choose really deliver long-term value? In this latest episode of IFA Talk, Matt Williams an…
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In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into a topic which is front of mind for many advisers right now, and that is changes to Inheritance Tax, pension and business relief, and what they might mean for long-term planning. To do this, Jon Prescott, Partner at Praetura Investments, join…
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“Pricing is product marketing’s most measurable lever.” In this episode, we chat with Ajit Ghuman, co-founder of Monetizely and author of Price to Scale, about how pricing and product marketing work together to shape business strategy and drive growth. Ajit walks through his journey from product management to marketing and eventually pricing, expla…
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I remember when Katie Couric shared her journey after losing her husband to colon cancer. To raise awareness, she had a colonoscopy on live TV, showing that the procedure isn’t as daunting as it seems. Her courage inspired me during my own colonoscopy. Now, I'm excited to have Marisa Peters, a Broadway vocalist and rectal cancer survivor, as our gu…
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In this week’s episode of IFA Talk, Matt and Sue are exploring a skill that every great financial adviser needs, but that doesn’t often get talked about enough: emotional intelligence. Often labelled a ‘soft skill’, emotional intelligence (EI) is anything but soft when it comes to its impact on adviser success. It can be the difference between bein…
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“What if the right knowledge reached people exactly when they needed it?” In this episode, Maxine Anderson, co-founder and Chief Product Officer at Arist, discusses how her team is redefining corporate learning through AI-driven, push-based training. What started as a text-based experiment at Stanford and Harvard has evolved into an enterprise solu…
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I've been avoiding my "final" surveillance oncology appointment. Why was I avoiding it? I wish I had a good answer for you. I was a little scared; I'd felt a weird lump in one of my breasts and experienced some pain in the other breast. As I drove to my appointment with my husband, a Bible verse from James came to mind. Count it ALL joy when facing…
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This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial Planning, to dig into one of the most pressing issues facing advisers and their clients today: people simply aren’t saving enough for retirement. Bowmore’s latest analysis reveals that many clients, even those in their 40s and 50s…
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The latest New Insurance & Protection special edition of IFA Talk shines a light on an issue that impacts millions of households across the UK – protection. In this episode, hosts Sue Whitbread and Meg Bratley are joined by The Exeter’s Head of Protection Distribution, Jamie Page. Jamie explains why certain groups continue to be left behind when it…
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“How do we turn inspiration into real-world impact?” In this episode, we are joined by Pragmatic Community leader Eddie Gordon to preview the upcoming Future of Product Management Summit—a free virtual event happening October 16 from 12–5 PM ET. Together, they explore the hottest topics shaping today’s product landscape, from the implementation gap…
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You know, if I had a dollar for every time someone told me to calm down, I'd have a cozy little retirement fund by now! In today's episode, Dr. Brian shared some insightful wisdom about how we all need ways to soothe our nervous systems. He mentioned that our nervous system has its own "muscle memory," and with a bit of practice, we can really enha…
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This week on IFA Talk, we’re getting into one of the biggest talking points in pensions – transfers. For years, they’ve been a bit of a nightmare. Slow processes, endless paperwork, frustrated clients… we’ve all heard the stories. But are those days finally behind us, or is there still work to be done? Sue Whitbread, Editor here at IFA Magazine, an…
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“Shifting from project thinking to product thinking is about creating long-term value, not just checking off deliverables.” In this episode, we are joined by Thomas Hartmann, co-founder of the Product Masterclass and co-author of From Project to Product, to explore a problem plaguing most organizations: the transition from a project-centric model t…
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When I watch too much news, it feels like I lose control over my emotions. I often feel guilty if I don't fully understand all the disasters happening around the world. In today's podcast, our guest, Dr. Brian, explains that staying too connected to the news, disasters, and toxic situations keeps us in a heightened emotional state. When we remain i…
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Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In this week’s episode of IFA Talk, Matt and Sue are joined by not one but two expert guests from Morningstar Wealth:  Steve Coleman, Head of Product, and Steve Owen, Head of Proposition. Together, they explore what advisers and parap…
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Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best support clients in complex or evolving circumstances. In this episode, Jenny Hunter and Meg Bratley are joined by Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley & Rugby for Intermediaries. With over 20 years’ experience…
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“How do you turn overwhelming data into clear, actionable product decisions?” In this episode, we speak with Jordan Nolff, VP of Growth at Productboard, about the evolving role of AI and customer insights in modern product management. With a background that spans consulting, leading product growth at SurveyMonkey, and now scaling Productboard, Jord…
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After eyeing the Mrs. Rogershood parasite kit on my bathroom counter for a year, I finally took the plunge to try it out! I've battled brain fog, afternoon fatigue, and pesky sugar cravings for much of my adult life, and I was eager for relief. Fast forward three months after my cleanse: I'm thrilled to share that my brain fog has vanished! I now e…
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If you’ve ever felt like the tech in your advice business is more of a hindrance than a help, you’re not alone. Multiple systems that don’t talk to each other, endless rekeying, and the same tasks repeated in five different places, it’s a frustration most advisers know all too well. In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread…
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“If you have a body, you are an athlete.” In this episode, host Rebecca Kalogeris speaks with Tobie Hatfield, Senior Director of Athlete* Innovation at Nike, about the philosophy and practice of building inclusive, high-performance products. From his early days as a pole vaulter and coach to more than 35 years of innovation at Nike, Tobie shares ho…
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So, our government has removed lead from children's clothing. Even low levels of lead can harm brain development, especially in children, potentially causing irreversible damage. Higher levels can also affect the kidneys and nervous system in both children and adults. Our government has NOT REMOVED LEAD from adult clothing. In today's episode, we d…
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In this week’s IFA Talk podcast, we’re exploring model portfolio services (MPS), asking what really makes for a successful partnership between an MPS provider and an advice business. It’s a subject that remains front of mind for many advisers and wealth managers, especially as the MPS market evolves and client expectations continue to grow. To lear…
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In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into the topic of tax-efficient planning during a time of rising taxes. With taxes on the rise, new rules bringing pensions into the inheritance tax net, and clients increasingly looking to advisers for clarity, the landscape has never been more …
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I spent most of my 30s doing hot yoga in the cutest outfits I could afford. In the last year, I realized that the cute, stretchy, and shiny clothes I wore were made from plastic. Your skin is your largest organ, and it ABSORBS everything you put on it. The more stretchy the fabric, the more plastic was used to make it. Your body knows how to detox.…
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Professional Indemnity Insurance (PII) might not be the most glamorous of topics but it’s a crucial one for every financial advice firm. In this episode of  IFA Talk, we’re taking a fresh look at it with someone who knows the advice profession inside out. Our guest is Lee Robertson, now Non-Executive Director and Head of Strategic Partnerships at B…
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In this month’s special New Insurance & Protection episode of IFA Talk, we shine a light on client protection, something which concerns all of us in the industry. Joining us to discuss this are LifeSearch’s CEO Debbie Kennedy, and Homeowners Alliance’s CEO and Founder Paula Higgins. The two have worked together recently on some fascinating research…
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“How do you keep human connection at the center of hybrid collaboration?” In this episode, host Rebecca Kalogeris sits down with Norma Løvhaugen, VP of Strategy and Initiatives at Neat, to explore the future of video conferencing and the product strategies shaping it. With more than 20 years in the industry, including leadership roles at Cisco, Nor…
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This week on IFA Talk, we’re flipping the script on one of the biggest topics in financial services – AI. But rather than talking about how it can help you churn through work faster, we’re asking something a bit deeper: what if the real power of AI is actually about creating better workplaces? Joining us for this thought-provoking episode are two b…
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“Innovation thrives where creativity meets execution.” In this episode, we sit down with Luke Des Cotes, leader of Metalab—the renowned product agency behind work for organizations like Uber and Midjourney. Luke shares how his creative roots shaped his entrepreneurial approach, and how Metalab turns bold ideas into market-ready products by blending…
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In this week's episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and potential further tightening of the IHT rules mean that some families could face a shockingly high combined tax burden on a business owner’s estate. When you factor in Corporation Tax, Dividend Tax and IHT, in some cases the overa…
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“Agile isn’t about following the rules. It’s about delivering real value together.” In this episode, host Rebecca Kalogeris speaks with Jenny Martin, seasoned facilitator, coach, and creator of the OOPSI framework. While Agile has transformed software development over the past two decades, many organizations struggle to scale it effectively or to s…
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My sleep habits started to change in my 40s. Then came my 50s, and my sleep got even worse. What changed in my life? Hormones, stress levels, menopause, and, oh yes, cancer.:( However, I recorded a podcast with Dr. Henry Ealy, and the direction of our conversation surprised me. He started discussing the importance of connecting with the Earth on a …
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In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important and often overlooked parts of the advice process: the first client meeting. Joining Jenny and Sue for the chat is the fantastic Melissa Kidd, Director, Speaker and Soft Skills expert, who’s on a mission to help advisers make the most of that all-important fir…
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“If you don’t own your pricing strategy, you’re leaving money – and customers – on the table.” In this episode, host Rebecca Kalogeris sits down with Marcos Rivera, founder of Pricing IO and author of Street Pricing, to unpack one of the most overlooked opportunities in SaaS: building a pricing strategy that matches the value your product delivers.…
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I learned that I want to take you with me to Montana! I'm headed to Montana in October with some of my favorite health experts, and I'd love for you to join us! What if you could escape to Montana this fall—and return home rested, reconnected, and revived? October 9–12, 2025, you're invited to The Meadows on Rock Creek. Join us at the Women's Welln…
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In this week’s episode of IFA Talk, we’re taking a look at the journey from paraplanning to partnership – and who better to talk us through it than Stuart Coombe, Partner and Rural Specialist at Old Mill. Stuart joined the firm back in 2008 as a paraplanner, fresh from a dairy farming upbringing in East Devon. Since then, he’s not only become a Cha…
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In this week’s special New Insurance and Protection edition of the IFA Talk podcast, we’re shining a spotlight on the vital role financial advisers play in delivering better protection outcomes for clients, and how providers like Legal & General are working to support them every step of the way. Hosted by Sue Whitbread and Meg Bratley, this episode…
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“AI agents aren’t replacing humans—they’re freeing us to do more human work.” In this episode, host Rebecca Kalogeris sits down with Dan Corbin, longtime Pragmatic instructor and AI course creator, to demystify one of the fastest-emerging technologies in product management: AI agents. Dan explains what makes agents different from other tools like C…
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Sometimes, after a bad night of sleep, I look in the mirror and say, "Oh girl, you look so tired." Before I know it, I start to "act" tired. This means I slump my shoulders, shuffle my feet when I walk, and let the fatigue take over. Worst of all, I start believing the story that says, "Oh girl, you're so tired. How will you get through the day?" T…
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In this week’s episode of IFA Talk, we’re tackling some of the big themes dominating market conversations in 2025, notably tariffs, interest rates, and the soaring price of gold. With geopolitical tensions running high and Trump’s tariffs creating waves across global markets, we ask what it all means for advisers and their clients. To help make sen…
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July’s special Mortgage and Property Investment edition of the IFA Talk podcast is now live. And it's one not to miss if you're a financial adviser or mortgage broker. This month, Sue and Matt are diving into the world of mortgage technology, exploring how innovation is reshaping the way brokers, lenders and clients interact throughout the borrowin…
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“Value isn’t what you do. It’s what the customer gets.” In this episode, host Rebecca Kalogeris speaks with Mike Wilkinson, Value Sales Expert and Director at Axia Value Solutions, about what it really means to understand and communicate value in sales and why it’s essential for product managers, marketers, and sales teams to align around a custome…
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In 2019, I became very ill. I experienced severe reflux, which made my voice raspy and left me with a constant sore throat. At times, I would wake up at night gasping for breath, and it would take several minutes to regain control of my breathing. I went from doctor to doctor... what was happening to me? Finally, someone diagnosed me with GERD (gas…
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In this episode of IFA Talk, Matt and Jenny discuss all things VCTs, following the extension of the sunset clause. Joining them to share his expert insights is Chris Lewis, Chair of the Venture Capital Trust Association. Chris reveals his thoughts on what’s likely to shape the VCT agenda, as well as providing some real-world examples of companies t…
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“Value only exists in the customer’s mind.” In this episode we speak with Mark Boundy, founder of Boundy Consulting and author of Radical Value, about the single most important, but often misunderstood, concept in business: perceived customer value. Mark lays out a compelling argument that businesses must deliver outcomes customers care about and t…
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On July 4th, my precious friend, Dr. Gregg Jantz, died in a tragic accident. I'm still in a state of shock as I write this email to you. If there has been anyone in my life who has done more good for the world, I can't imagine who that would be. Dr. J was a mental health WARRIOR and assisted thousands of people with eating disorders, addictions, an…
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