What do the most successful financial advisers do differently? That’s the upfront question for our guest, financial advice marketing expert and the world’s best G&T maker, Philip Calvert. Join host and fellow financial adviser Emmanuel Asuquo as he uncovers the tricks and techniques guaranteed to win and retain clients.

Tune in to find out how to use your expertise as a financial planner or adviser to make more money, what to do with all that juicy client data you’ve got, and the one thing you simply cannot ignore.

This episode is bursting with practical advice to help you generate more business in ways you might not have thought of. Emman’s got his pen out, ready to take some notes, and you should, too. You can’t afford to miss it.

What do the most successful financial advisers do differently? That’s the upfront question for our guest, financial advice marketing expert and the world’s best G&amp;T maker, Philip Calvert. Join host and fellow financial adviser Emmanuel Asuquo as he uncovers the tricks and techniques guaranteed to win and retain clients.
Tune in to find out how to use your expertise as a financial planner or adviser to make more money, what to do with all that juicy client data you’ve got, and the one thing you simply cannot ignore.
This episode is bursting with practical advice to help you generate more business in ways you might not have thought of. Emman’s got his pen out, ready to take some notes, and you should, too. You can’t afford to miss it.

Listen up! The award-winning, hard-hitting financial services podcast from Iress is back for Series 3.

Emmanuel Asuquo is a financial adviser, TV personality, author and now the new host of Upfront! 

He’ll be asking the questions that nobody else is asking and getting guests to drop some serious gems to help you shine.

Series three is full of upfront conversations that everyone in financial services needs to hear, like:

What do the most successful financial advisers do differently? Are financial services doing enough to help neurodiverse people? Is a fear of maths and numbers putting people off finance? Does digital transformation cause more problems than it solves? Do you have to get up at 5am to be productive? Is it getting harder to make customer experience a priority?

As always, expect honesty, expect humour. Just don’t expect it to sound like any other financial services podcast.

The first episode of Season 3 releases on Wednesday 26th June, and then every two weeks from then. Subscribe to Upfront so you never miss one. Get in touch at upfront@iress.com and visit the blog at iress.com/upfront.

Upfront is a 10-part series from Iress, the people behind the world-leading financial services software.
Find us on LinkedIn: linkedin.com/company/iress and at www.iress.com

Listen up! The award-winning, hard-hitting financial services podcast from Iress is back for Series 3.
Emmanuel Asuquo is a financial adviser, TV personality, author and now the new host of Upfront! 
He’ll be asking the questions that nobody else is asking and getting guests to drop some serious gems to help you shine.
Series three is full of upfront conversations that everyone in financial services needs to hear, like:
What do the most successful financial advisers do differently? Are financial services doing enough to help neurodiverse people? Is a fear of maths and numbers putting people off finance? Does digital transformation cause more problems than it solves? Do you have to get up at 5am to be productive? Is it getting harder to make customer experience a priority?
As always, expect honesty, expect humour. Just don’t expect it to sound like any other financial services podcast.
The first episode of Season 3 releases on Wednesday 26th June, and then every two weeks from then. Subscribe to Upfront so you never miss one. Get in touch at upfront@iress.com and visit the blog at <a href="https://www.iress.com/upfront/">iress.com/upfront</a>.
Upfront is a 10-part series from Iress, the people behind the world-leading financial services software. Find us on LinkedIn: <a href="https://www.linkedin.com/company/iress/">linkedin.com/company/iress</a> and at <a href="https://www.iress.com/">www.iress.com</a>

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