Ian Else of 4 Financial Planning: Adviser Insight

Octo Members
25 April 2022

3 Questions: Justin Onuekwusi

Octo Members
30 March 2019

Octo Podcast Episode 2 – Richard Philbin

Octo Members
9 November 2018
Phoebe Ellis of First Wealth explains ‘Lets Talk about Money’
Ian Else of 4 Financial Planning: Adviser Insight
Meeting The Next Generation: M&G’s de Quinsonas says ESG is crucial for understanding EM
Financial advice: Felix Milton on pushing the regulator to enforce industry-wide charters, and encouraging his peers it’s a ‘rewarding career’
3 Questions: Justin Onuekwusi
Octo Podcast Episode 2 – Richard Philbin
Octo Podcast Episode 1 – With profits. For ordinary people?

KBA’s Sarah Hogan: why don’t more women progress beyond paraplanner?

Octo Members
19 September 2019

A 31-minute listen. Octo Member Sarah Hogan, company director and chartered…

Tavistock Wealth’s Ben Raven on why ‘DTC clients could be in store for a short, sharp and brutal lesson’

Octo Members
19 September 2019

A 2-minute watch. Ben Raven is director at Tavistock Wealth, and…

Adviser branding: communications ‘too complex’, says Simon Barbato

Octo Members
17 September 2019

A 1-minute watch. Simon Barbato heads up branding consultancy firm Mr…

The Cut: The most engaged debates on the app this week

Octo Members
16 September 2019

A 2-minute watch. Marcus looks at the week on Octo.

Adviser marketing: Simon Barbato on ‘distinctiveness’ as the key to brand, and how to achieve it

Octo Members
13 September 2019

A 35-minute watch.  Simon Barbato is the chief of brand consultancy…

Podcast: James Calder wants more accountability for wrongdoers to restore investor confidence in financial services

Octo Members
12 September 2019

A 28-minute listen.  James Calder, research director at City Asset Management,…

Financial advice: James Wetherall on why adviser ad valorem charging is really ‘pseudo-commission’

Octo Members
12 September 2019

Octo Member James Wetherall of Wetherall’s – a Manchester-based holistic financial…

Adviser marketing: Simon Barbato on why advisers may be making their branding too complex

Octo Members
12 September 2019

A 1-minute watch. Simon Barbato is chief of Mr B &…

Weekly round-up: What’s been driving member discussion at Octo

Octo Members
9 September 2019

A 2-minute watch. Marcus discusses the debates on the app…

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