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.

Subscribe to Upfront so you never miss an episode.  

Get in touch at upfront@iress.com

Find us on LinkedIn: www.linkedin.com/company/iress/ and at iress.com/upfront

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.
Subscribe to Upfront so you never miss an episode.  
Get in touch at <a href="mailto:upfront@iress.com" data-outlook-id="91e9c34d-57dd-4091-9541-3ec1ce8765ea">upfront@iress.com</a>
Find us on LinkedIn: <a href="https://urldefense.com/v3/__https:/www.linkedin.com/company/iress/__;!!OSkwEA!kSWmLbMEltFde85ShnKuKJ0b1DsDvhpefpRYAua1c_5iSXs2--JPWyfhz13-MInQ6nGfZyoL9PeExQ6h0Y6sm_gb0w$" data-outlook-id="61ef40cb-d0d8-4347-bfa1-5e428b5ee08c">www.linkedin.com/company/iress/</a> and at <a href="http://iress.com/upfront" data-outlook-id="ec33efce-ea92-46a7-8e17-b01d2ada4d89">iress.com/upfront</a>

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>

Upfront

It’s Showtime!

How will financial services survive the next financial crisis or scandal? It’s the series finale, and have we got a finale for you. In this episode, we’re joined by legendary crisis communications expert Donald Steel, who gets upfront with financial adviser Emmanuel Asuquo about how financial services can hold on to their bank of trust and their reputations when the worst hits.

Tune in to hear Donald’s fascinating crisis management tales from his days at the BBC, why he thinks de-banking Nigel Farage was a massive mistake and why it’s good to have a bit of grey hair on your team when you’re dealing with a crisis.

This episode is full of gems to help you stay cool and calm in a crisis because, as Donald says, there’s nothing that can happen to you that you can’t predict and prepare for.

How will financial services survive the next financial crisis or scandal? It’s the series finale, and have we got a finale for you. In this episode, we’re joined by legendary crisis communications expert Donald Steel, who gets upfront with financial adviser Emmanuel Asuquo about how financial services can hold on to their bank of trust and their reputations when the worst hits.
Tune in to hear Donald’s fascinating crisis management tales from his days at the BBC, why he thinks de-banking Nigel Farage was a massive mistake and why it’s good to have a bit of grey hair on your team when you’re dealing with a crisis.
This episode is full of gems to help you stay cool and calm in a crisis because, as Donald says, there’s nothing that can happen to you that you can’t predict and prepare for.

Don’t Panic!

Do we have to get up at 5 a.m. to be productive? It might work for the tech bros, but what about in the real world, like financial services, where 91% of people consistently work longer than their contracted hours and 60-80 hour weeks have become normalised? 

It’s time for a wake-up call. Organisational psychologist Dr Amantha Imber has helped thousands of people turbo-charge their productivity, well-being and energy levels. Now, she shares her productivity hacks with Emmanuel Asuquo on the Upfront podcast to help you improve your focus, prioritise your day and sleep better. And the good news is, you don’t have to get up at 5 a.m. to do it (unless you’re a Lark).

Listening to this episode could be the best 30 minutes you spend today.

Find out more about Dr Amantha Imber here: amantha.com

Subscribe to Upfront so you never miss an episode.  

Get in touch at upfront@iress.com

Find us on LinkedIn: www.linkedin.com/company/iress/ and at iress.com/upfront

Do we have to get up at 5 a.m. to be productive? It might work for the tech bros, but what about in the real world, like financial services, where 91% of people consistently work longer than their contracted hours and 60-80 hour weeks have become normalised? 
It’s time for a wake-up call. Organisational psychologist Dr Amantha Imber has helped thousands of people turbo-charge their productivity, well-being and energy levels. Now, she shares her productivity hacks with Emmanuel Asuquo on the Upfront podcast to help you improve your focus, prioritise your day and sleep better. And the good news is, you don’t have to get up at 5 a.m. to do it (unless you’re a Lark).
Listening to this episode could be the best 30 minutes you spend today.
Find out more about Dr Amantha Imber here: <a href="https://amantha.com" data-outlook-id="8c1a684c-67d1-4e76-b615-3f9089488d4a">amantha.com</a>
Subscribe to Upfront so you never miss an episode.  
Get in touch at <a href="mailto:upfront@iress.com" data-outlook-id="91e9c34d-57dd-4091-9541-3ec1ce8765ea">upfront@iress.com</a>
Find us on LinkedIn: <a href="https://urldefense.com/v3/__https:/www.linkedin.com/company/iress/__;!!OSkwEA!kSWmLbMEltFde85ShnKuKJ0b1DsDvhpefpRYAua1c_5iSXs2--JPWyfhz13-MInQ6nGfZyoL9PeExQ6h0Y6sm_gb0w$" data-outlook-id="61ef40cb-d0d8-4347-bfa1-5e428b5ee08c">www.linkedin.com/company/iress/</a> and at <a href="http://iress.com/upfront" data-outlook-id="ec33efce-ea92-46a7-8e17-b01d2ada4d89">iress.com/upfront</a>

Wake Up Call

Is it getting harder to make customer experience a priority? Most companies say it is a priority, yet 
37% of people think companies prioritise profit, with CX taking a backseat to cost-cutting and inflation.  

In this episode, Emmanuel talks to CX expert Amanda Stevens, who says too many companies are striving to deliver ‘lowball’ customer satisfaction, which is so “1989” compared to the magic that can happen when a business is radically customer-obsessed. 

Tune in as Amanda shares her ‘Five C’s’ framework for building a sustainable and profitable customer experience strategy that will turn your clients into raving fans who talk about you at dinner parties and BBQs.

Click HERE for Amanda Stevens' 'Turning Customers Into Advocates' FREE ebook!

Subscribe to Upfront so you never miss an episode.  

Get in touch at upfront@iress.com

Find us on LinkedIn: www.linkedin.com/company/iress/ and at iress.com/upfront

Is it getting harder to make customer experience a priority? Most companies say it is a priority, yet  37% of people think companies prioritise profit, with CX taking a backseat to cost-cutting and inflation.  
In this episode, Emmanuel talks to CX expert Amanda Stevens, who says too many companies are striving to deliver ‘lowball’ customer satisfaction, which is so “1989” compared to the magic that can happen when a business is radically customer-obsessed. 
Tune in as Amanda shares her ‘Five C’s’ framework for building a sustainable and profitable customer experience strategy that will turn your clients into raving fans who talk about you at dinner parties and BBQs.
Click <a href="amandastevens.com.au/upfront">HERE</a> for Amanda Stevens' 'Turning Customers Into Advocates' FREE ebook!
Subscribe to Upfront so you never miss an episode.  
Get in touch at <a href="mailto:upfront@iress.com" data-outlook-id="91e9c34d-57dd-4091-9541-3ec1ce8765ea">upfront@iress.com</a>
Find us on LinkedIn: <a href="https://urldefense.com/v3/__https:/www.linkedin.com/company/iress/__;!!OSkwEA!kSWmLbMEltFde85ShnKuKJ0b1DsDvhpefpRYAua1c_5iSXs2--JPWyfhz13-MInQ6nGfZyoL9PeExQ6h0Y6sm_gb0w$" data-outlook-id="61ef40cb-d0d8-4347-bfa1-5e428b5ee08c">www.linkedin.com/company/iress/</a> and at <a href="http://iress.com/upfront" data-outlook-id="ec33efce-ea92-46a7-8e17-b01d2ada4d89">iress.com/upfront</a>

It’s Showtime!

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