Best PI Perspectives Podcasts (2025)

1
345 Park Ave Shooting and AI Security Solutions with ARGUS365 57:29

3d ago57:29

57:29

Episode 245 : Intro: Welcome to the next episode of Pi Perspectives. Today Matt welcomes David DeJesus of Argus365. David and his team offer an interesting security solution built around Artificial Intelligence. The guys discuss the synergy between private investigations and security consulting. Stick around to the end and learn how you can partici…

1
Podcast #134: The paraplanner’s path to leadership, with Stuart Coombe, Partner and Rural Specialist at Old Mill 18:36

1d ago18:36

18:36

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…

1
NI&P Podcast #15: Heroes in the middle - How advisers are powering better protection advice, with L&G’s Mike Pritchard 16:15

3d ago16:15

16:15

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…

1
Podcast #133: Tariffs, interest rates and gold - what's next for markets? With Capital.com’s Daniela Sabin Hathorn 20:27

8d ago20:27

20:27

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…

1
M&PI Podcast #18: How mortgage tech is transforming the lending journey, with Finova’s Rowan Clayton 18:24

10d ago18:24

18:24

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…

1
Podcast #132: What's next for VCTs after the sunset clause extension, with Chris Lewis, Chair of the Venture Capital Trust Association 16:46

15d ago16:46

16:46

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…

1
W.A.D. 100th Centennial Celebration with Wes Bearden 36:22

17d ago36:22

36:22

Episode 244 : Intro: Welcome to the next episode of Pi Perspectives. Wes Bearden is back! Wes just had a landmark case in Mexico that received a 31-million-dollar jury award. He used his international and nation network through WAD to work on the case. Wes talks about the case and the 100-year Centennial conference in Chicago in September. Please w…

1
Podcast #131: Is ESG investment evolving - or just being rebranded? With Parmenion’s Mollie Thornton 15:01

22d ago15:01

15:01

In this episode of IFA Talk, Sue and Matt are joined by Mollie Thornton, Senior Investment Manager at Parmenion, to explore how ESG investing is changing and what that means for advisers. We look beyond the usual headlines to ask: why are companies like Amazon now appearing in ESG and MPS portfolios? Mollie explains what’s behind this shift and whe…

1
Podcast #130: Education Champions are building better money habits for the next generations, with Vilma Marques at the CII and PFS 14:31

29d ago14:31

14:31

In this week’s episode of IFA Talk, we’re diving into the vital topic of financial education for young people. Joining IFA Magazine’s Meg Bratley and Jenny Hunter is Vilma Marques, Outreach Programmes Manager at the Chartered Insurance Institute and Personal Finance Society. Vilma shares insight into the Education Champions initiative – a programme…

1
NI&P Podcast #14: A broker’s perspective on the underwriting challenges for high-value life cover with JLHO’s Ken Maxwell 21:28

1M ago21:28

21:28

In the latest episode of our New Insurance and Protection Podcast, we dive into one of the most complex areas in the protection space – arranging high-value life cover for clients with significant sums assured and in some cases intricate medical histories too. Our hosts, Sue and Meg, are joined by Ken Maxwell, Chartered Wealth Manager and Director …

1
Podcast #129: Dealing with investor anxiety with Novia Global’s Linda Johnstone 20:10

1M ago20:10

20:10

How can advisers help clients stay calm in stormy markets? In the latest episode of IFA Talk, Sue and Matt tackle a topic that’s becoming more and more relevant for advisers and their clients: investor anxiety. With markets showing plenty of volatility right now, it’s no surprise that some clients are feeling uncertain – even panicked – about their…

1
GBI Podcast #5: The fundamentals of investing in small to mid-cap companies with Unicorn Asset Management’s Fraser Mackersie 14:59

1M ago14:59

14:59

In this latest GBI special episode of IFA Talk, Matt and Jenny dive into the UK’s small and mid-cap companies. While this area of the market has faced some challenges in recent years, there are signs that things could be turning a corner as investors increasingly look for opportunities that offer both growth and income potential. Joining us to unpa…

1
Podcast #128: The benefits that liquid alternatives can bring to multi-asset portfolios, with Schroder Investment Solutions’ Ryan Paterson 11:11

1M ago11:11

11:11

With market volatility and economic uncertainty top of mind for advisers, today’s clients are looking for resilient, diversified portfolios that can help them to weather the storm. In this week’s IFA Talk podcast, we’re tackling a crucial question for modern portfolio construction, and that’s what role can liquid alternatives play in helping to mak…

1
M&PI Podcast #17: How brokers can bridge the gap and stay ahead in 2025, with Roz Cawood, Managing Director of Property Finance at Streambank 13:04

2M ago13:04

13:04

In this special 'Mortgage & Property Investment Magazine' edition of IFA Talk, Matt and Jenny delve into the ever-evolving property market. As the middle of the year rapidly approaches, the property market is shifting, and investors are increasingly turning their attention to commercial property. Joining us is Roz Cawood, Managing Director of Prope…

1
Podcast #127: Insight and actions from FE fundinfo’s latest financial adviser survey, with David Scholes, Director of Wealth Sales 21:49

2M ago21:49

21:49

In this week’s episode of IFA Talk, we dig into some of the recent insights from FE fundinfo’s latest financial adviser survey, which looks into the real-world challenges and key trends that advisers are currently experiencing. From increased regulation and market volatility to shifting client expectations, the landscape isn’t exactly getting any s…

1
Alway have an exit strategy. When to sell or merge with Joseph Jones 1:02:21

2M ago1:02:21

1:02:21

Episode 243 : Welcome to the next episode of Pi Perspectives. Matt is back with California PI, Joe Jones. Joe is a second-generation PI who built a great business with his brothers after learning from their dad. What do you do when you can't keep up with the growth? Stick around and find out. Please welcome Joe Jones and your host, NY Private Inves…

1
Podcast #126: From accumulation to decumulation – the growing importance of retirement income strategies with Brooks Macdonald’s Neil Cowell 12:40

2M ago12:40

12:40

In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important – and complex – areas of financial planning today: retirement income strategies. With the FCA’s thematic review highlighting both the opportunities and challenges in retirement advice, it’s more crucial than ever for advisers to get this right. Clients need r…

1
Podcast #125: The "Three Is of Investable Capital" – HSBC Life’s Mark Lambert on how and why onshore bonds could unlock better client outcomes 20:17

2M ago20:17

20:17

In this week’s episode of IFA Talk, Sue and Matt explore fresh insights from HSBC Life’s report, The Three Is of Investable Capital 2025, produced in partnership with Technical Connection. With capital gains tax and dividend allowances changing, the role of onshore bonds is coming right back into focus for advisers. This report delves into why and …

1
I&P Podcast #13: Electronic wills and digital legacy planning with Adeus Life’s Nick Adams 21:20

2M ago21:20

21:20

In this month's special Insurance & Protection edition of IFA Talk, Sue and Meg are diving into the topic of electronic wills and the future of legacy planning. Joining them to share his expert knowledge on the area is Adeus Life's Nick Adams. Together, they explore what’s changing in the legal landscape around wills, and how digital innovation cou…

1
Podcast #124: Paraplanners in the spotlight! Results from The Lang Cat’s 'State of The Advice Nation' report with Steve Nelson 22:29

2M ago22:29

22:29

In the latest episode of IFA Talk, we’re diving into the findings of The Lang Cat’s State of The Advice Nation report with Steve Nelson, Insights Director at The Lang Cat. Co-hosting with our Editor, Sue Whitbread is our very own Senior Financial Journalist, Jenny Hunter, who brings a unique perspective as a part-time Chartered Paraplanner herself.…

1
M&P Podcast #16: Opportunities and Insights for Advisers, with Will Hale (Air) and Adrian Brewer (Access FS) 19:18

2M ago19:18

19:18

In this month’s special Mortgage & Property edition of IFA Talk, Jenny and Meg explore the fast-evolving world of later life lending — a sector which is gaining momentum and rapidly beginning to capture growing interest among advisers and clients alike. As demand grows for more flexible borrowing options in later life, we’ll be unpacking how advise…

1
What is LPR and how can it help with Jay Marin Jay Marin 43:41

2M ago43:41

43:41

Episode 242 : Welcome to the next episode of Pi Perspectives. After a brief hiatus we are back with Florida PI, Jay Marin. Jay and Matt discuss License Plate Recognition software and how it can help you with case investigations. Please welcome Jay Marin and your host, NY Private Investigator, Matt Spaier Links: Matt’s email: [email protected]…

1
Podcast #123: AI, advice and the ‘golden age’ – what’s next for financial planning? With Saturn's Amal Jolly and Rohit Vaish 19:52

3M ago19:52

19:52

For this week’s episode, we’re diving into the world of AI in financial advice. With tech adoption on the rise, there’s plenty to unpack – from the potential of AI to streamline processes to the risk of losing that all-important human touch. Joining IFA Magazine’s Senior Financial Journalist Jenny Hunter and Editor Sue Whitbread are two industry ex…

1
Podcast #122: Exploring the popularity of MPS and why partnerships make all the difference, with L&G’s James Giblin 13:12

3M ago13:12

13:12

In this week’s episode, Matt and Jenny dive into the world of MPS with expert James Giblin, a Multi-Asset Fund Manager at L&G. James discusses how advisers view MPS—whether it’s more of a product, a service, or something in between—and what really matters when it comes to picking the right solution. James explores what makes an MPS relationship wor…

1
Podcast #121: The friction and fixes for Letters of Authority, with Flag's Justine Pattullo and Criterion's Nick Green 19:05

3M ago19:05

19:05

Let’s face it—Letters of Authority (LoAs) are one of the biggest pain points in financial services. They should be straightforward, but more often than not, they’re anything but. In this week’s episode of IFA Talk, we’re digging into why that is, and more importantly, what’s being done to make the process better. Joining us for a proper deep-dive i…

1
Podcast #120: Rethinking advice - The behavioural finance advantage with Oxford Risk’s Dr. Greg B. Davies 21:26

3M ago21:26

21:26

In this week’s episode of IFA Talk, we dive into one of the most exciting developments in personalised advice: behavioural finance. We explore why the days of one-size-fits-all advice are numbered — and how understanding how clients feel and behave around money can make all the difference. Joining Matt and Sue to unpack all of this is Dr Greg B. Da…

1
White Collar Crime, Ethics and Investigations with Heidi Exner 49:11

3M ago49:11

49:11

Episode 241 : Welcome to the next episode of Pi Perspectives. We are on a roll with some great content. Today’s show features Canadian PI, Heidi Exner. Heidi has had an interesting career so far and continues to push the envelope with white collar crime investigations and business growth. She formed Ethical Edge Advisers and has helped many busines…

1
Podcast #119: What the FCA’s new strategy really means for advisers and their firms, with Protiviti's Bernadine Reese 17:40

4M ago17:40

17:40

In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread dig into one of the most important regulatory developments facing financial advisers and firms today – the FCA’s newly launched strategy for 2025 to 2030. What does the strategy actually say? What does it mean for firms in the short and long term? And how can advisers prepare for wh…

1
Leaking The Truth, Behavioral Analysis and Deceptive Recognition with Bruce Jacobs 52:20

4M ago52:20

52:20

Episode 240 : Intro: Welcome to the next episode of Pi Perspectives. Today is a fun Episode and we HIGHLY recommend you watch the Youtube version for the facial que context. Sound interesting? We are chatting with Bruce Jacobs today. Bruce is an expert in Behavioral Analysis. He teaches all over the country on how to spoke deceptive patterns when i…

1
Podcast #118: Trump, tariffs and what advisers need to know, featuring Morningstar Wealth’s Nicolò Bragazza 20:39

4M ago20:39

20:39

This week on IFA Talk, hosts Matt and Sue tackle one of the most significant developments shaking global markets—Trump’s reintroduction of tariffs. With markets on edge and economic forecasts shifting rapidly, we’re joined by Nicolò Bragazza, Associate Portfolio Manager on Morningstar Wealth’s multi-asset team, to break down what financial advisers…

1
I&P Podcast #12: How advisers can demonstrate true value in protection with Shelley Read of Royal London 22:32

4M ago22:32

22:32

In this month's special 'Insurance & Protection' episode of IFA Talk, Matt and Sue are diving into a topic that sits at the core of great financial planning; value in the protection space. We hear the word 'value' all the time, but what does it actually mean? Is it just about price? Or is it about the true worth and benefits protection brings to cl…

1
Podcast #117: Where does ‘liberation’ leave the markets? With Ninety One’s Paul Vincent and Will Nott 22:34

4M ago22:34

22:34

In this week’s episode of IFA Talk, Jenny and Sue are diving into the world of US investing—at a time when markets feel more jittery than ever. With recent volatility shaking investor confidence and big headlines dominating the financial news, it’s never been more important for advisers to help clients keep calm and stay focused. That’s why we have…

1
M&P Podcast #15: Bridging the mortgage gap with Chris Blewitt, Darlington Building Society 19:45

4M ago19:45

19:45

In this special Mortgage and Property edition of IFA Talk, hosts Sue and Matt explore how financial advisers can better support clients with more complex borrowing needs. They’re joined by Chris Blewitt, Head of Mortgage Distribution at Darlington Building Society, an organisation known for its flexible and personal approach to lending. Together, t…

1
Products Liability Investigations with Troy Fleming 50:55

4M ago50:55

50:55

Episode 239 : Welcome to the next episode of Pi Perspectives. Today we have Investigator/Paralegal, Troy Fleming joining the show. Troy has over 39 year’s experience working as an investigator for a law firm that specializes in Product Liability cases. How do you investigate these cases? Well troy has some great insight and it all starts with Freed…

1
Podcast #116: A Decade of Pension Freedoms - Success, Challenges, and the Future of Retirement Planning, with Ed Monk, Associate Director at Fidelity International 22:00

4M ago22:00

22:00

In this week’s episode of IFA Talk, we mark a major milestone in retirement planning: ten years since the introduction of Pension Freedoms. Jenny Hunter and Sue Whitbread are joined by Ed Monk, Associate Director at Fidelity International, to reflect on how this seismic shift has shaped the retirement landscape – and what advisers need to consider …

1
Podcast #115: The big market questions - Corrections, inflation, interest rates & AI disruptions with Downing's Simon Evan-Cook 22:54

4M ago22:54

22:54

In this episode of IFA Talk, we’re tackling some of the biggest questions in today’s global stock markets. US stockmarket indices have recently dipped to their lowest levels since last September, as concerns over tariffs, inflation, and even a potential US recession weigh on investors’ minds. Is this just a short-term correction, or the start of so…

1
GBI Podcast #4: The evolving VCT landscape: opportunities, challenges, and key growth sectors with James D’Mello, Fuel Ventures 14:30

5M ago14:30

14:30

Welcome to another special episode of IFA Talk in partnership with GBI Magazine. This time, we look at the ever-evolving VCT landscape and the opportunities it brings. IFA Magazine’s Senior Financial Journalist, Jenny Hunter, and GBI’s Content Editor, Matt Williams, are joined by James D’Mello, the Head of IFA Distribution at Fuel Ventures. With 15…

1
Podcast #114: Helping clients step out of the cash comfort zone and into investing, with AJ Bell's Laura Suter 18:30

5M ago18:30

18:30

In this latest episode of IFA Talk, Sue and Jenny explore a challenge that financial advisers frequently face—helping clients move beyond the security of cash savings and towards long-term investment growth. This discussion highlights why so many savers still default to Cash ISAs, despite decades of evidence showing that investment returns have sig…

1
I&P Podcast #11: Why advisers should be talking more about pensions and protection in 2025 – with Royal London’s Clare Moffat 18:45

5M ago18:45

18:45

The Autumn Budget shook things up when the Chancellor announced plans to bring pensions into the inheritance tax (IHT) net from April 2027. This shift has sparked big questions for advisers, especially around balancing pension strategies with protection planning. In this episode, we dive into: How the IHT changes impact pension planning — especiall…

1
Podcast #113: The gender gap in finance - Jenny Segal addresses the barriers, solutions, and the business case for equity 24:52

5M ago24:52

24:52

In this episode of IFA Talk, we’re tackling one of the biggest issues in financial services today: the gender gap. While progress has been made, women in finance still face significant barriers to leadership, a persistent gender pay gap, and a workplace culture that often overlooks their contributions. But this isn’t just a matter of fairness—it’s …

1
Podcast #112 | Mind the gap: empowering women investors with Barclays' Clare Francis for #IWD2025 20:17

5M ago20:17

20:17

In honour of last Saturday’s International Women's Day, IFA Magazine is excited to share this special edition of our weekly podcast, IFA Talk, focusing on strategies to bridge the gender investing gap. Recent data from Barclays Smart Investor indicates that women are disproportionately at risk of falling through the "advice gap" when it comes to in…

1
Podcast #111: #IWD25 special with The Apprentice winner Yasmina Siadatan (Dynamic Planner) 24:09

5M ago24:09

24:09

In celebration of International Women’s Day, we’re bringing you a special episode of IFA Talk, the weekly podcast from IFA Magazine. This time, we’re shining a well-deserved spotlight on the incredible contributions of women in financial services. Join Jenny Hunter and Sue Whitbread as they sit down with Yasmina Siadatan, Chief Revenue Officer at D…

1
TikTok Advertising with the Linden Lawyer 48:10

5M ago48:10

48:10

Episode 238 : Welcome to the next episode of Pi Perspectives. Today we are bringing in a special guest. New York Attorney Jason Linden has gained some notoriety on his Tik-Tock Channel. He discusses law and cases. Jason jumps on with Matt today to discuss a good formula for how to post on sites like Tik-tock. This is actually an informative show on…

1
M&P Podcast #14: Are you up to date with later life lending options? Featuring Sanjay Gadhia, Standard Life Home Finance 18:09

5M ago18:09

18:09

Later life lending is evolving rapidly, with new products, changing regulations, and growing opportunities for advisers and their clients. In this special Mortgage and Property edition of IFA Talk, we’re joined by Sanjay Gadhia, Head of Sales at Standard Life Home Finance, who brings his expertise and passion for supporting advisers in this importa…

1
Preview of Leaders Podcast with Mike LaCorte 45:25

5M ago45:25

45:25

Episode 237 : Welcome to the next episode of Pi Perspectives. This week we welcome back Conflict International’s Mike LaCorte. Mike has started a new podcast called Leaders. He is here today to discuss the podcast and what listeners can expect. The show will feature leaders from many different associations in the investigative industry. It’s always…

1
Podcast #110: The growing appeal of insurance bonds, tax-efficient strategies and the fast-approaching TYE with M&G's Mark Devlin 16:29

5M ago16:29

16:29

In this episode of IFA Talk, Jenny and Sue are diving into the evolving financial landscape and what it means for advisers and their clients. With tax and pension changes following the 2024 Autumn Budget, it’s more important than ever for advisers to stay informed on the latest trends and opportunities in financial planning. To discuss these develo…

1
Podcast #109: What advisers need to know about the changing face of retirement income planning in 2025 — with BNY Investments’ Richard Parkin 18:43

5M ago18:43

18:43

Retirement income planning is evolving fast — and staying ahead of the curve is crucial for advisers. With the FCA’s retirement income advice review sparking big conversations last year, 2025 brings even more focus from the regulator on ensuring firms deliver the best outcomes for clients. The regulator is watching closely, so it’s essential to sta…

1
I&P Podcast #10: What is driving increased demand and strong growth in Income Protection? With Shelley Read of Royal London 16:41

6M ago16:41

16:41

In this episode of IFA Talk, we explore the rising demand for income protection and what is driving its strong growth over the past 12 months. To help us unpack this topic, we are joined by Shelley Read, Senior Protection Technical Manager at Royal London. Shelley shares her expert insights into the factors influencing this increase, how advisers c…

1
GBI Podcast #3: 30 years of VCTs - The past, present and future 14:54

6M ago14:54

14:54

Welcome to a special episode of IFA Talk in partnership with GBI Magazine. In this discussion, we take a deep dive into Venture Capital Trusts (VCTs) as they mark their 30th anniversary. How have they evolved since their inception? Why do they remain relevant in today’s investment landscape? And what does the future hold? To answer these questions,…

1
Podcast #108: Three ways IFAs can enhance their advisory portfolios – with Collidr’s Symon Stickney 14:53

6M ago14:53

14:53

Many financial advisers are turning to outsourced investment solutions—but for those who prefer to keep full control in-house, the challenges are different. Can technology help? If so, how? What are the key obstacles, and how can advisers overcome them? In this episode, we dive into these pressing questions with Symon Stickney, Founder and CEO of C…

Podcasts Worth a Listen

PI Perspectives Podcasts

Podcasts Worth a Listen

Quick Reference Guide