Clients. Markets. Products. Regulation. Technology. More regulation. Arrrrgh! Financial services businesses sure do have a lot to keep up with. Is stepping back and hitting reset ever an option? Look at successful startups - they’re usually led by people who’ve had a chance to step back, stop, rethink and then make a move. That’s tricky to do in an established business where long-term thinking can give way to pressures that come from short-term targets - like getting new customers through the door. So what can you do?

How do you stop and reset in an industry that is always on the move?

Executive life coach Jason Bernic joins Olga Koch to talk about finding the time, vision and guts to stop and change what you’re doing today for a chance at something even bigger tomorrow. 

Which leaders in financial services inspire you? Tell us at upfront@iress.com. 

Get bonus content from this episode including more from Jason plus his tips on how to lead a financial services business people love on the upfront blog at iress.com/upfront.

Clients. Markets. Products. Regulation. Technology. More regulation. Arrrrgh! Financial services businesses sure do have a lot to keep up with. Is stepping back and hitting reset ever an option? Look at successful startups - they’re usually led by people who’ve had a chance to step back, stop, rethink and then make a move. That’s tricky to do in an established business where long-term thinking can give way to pressures that come from short-term targets - like getting new customers through the door. So what can you do?
How do you stop and reset in an industry that is always on the move?
Executive life coach Jason Bernic joins Olga Koch to talk about finding the time, vision and guts to stop and change what you’re doing today for a chance at something even bigger tomorrow. 
Which leaders in financial services inspire you? Tell us at <a href="mailto:upfront@iress.com">upfront@iress.com</a>. 
Get bonus content from this episode including more from Jason plus his tips on how to lead a financial services business people love on the upfront blog at <a href="http://iress.com/upfront">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>

Advertisement