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Dont Shoot The Messenger

Chris Ball
Financial Planning
Artificial Intelligence
Hoxton Wealth
Hoxton
Carl Richards
Dimensional Fund Advisors
Youtube
Abu Dhabi, United Arab Emirates
Financial Advisory
CFP
Trust
Externship
Grow Model
AI In Financial Services
Citygate Financial Planning
Meaningful Money
London
Saturn AI
Chatgpt
Birmingham, United Kingdom

Hi, I'm Chris Ball, and welcome to my podcast, "Don't Shoot the Messenger."

My no-nonsense approach to building wealth and scaling businesses comes from real experience, not theory. I’ve built an international financial planning company with $3.3bn assets under management. I have coached top performers and seen what works (and what doesn’t) up close.

This podcast is for the ones who are done w... more

PublishesTwice monthlyEpisodes26Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Dont Shoot The Messenger

Latest Episodes

In this episode of Don't Shoot the Messenger, Chris Ball sits down with financial adviser, author and behavioural investment coach Mike LeGassick* to explore why great financial advice has far less to do with investment performance than most people t... more

Tom Brookes didn't enter financial planning the traditional way.

After writing a list of 200 possible careers, he decided financial advice was the one. Three and a half months later, he had passed six CII exams, secured multiple job offers, and begu... more

YouTube

The financial advice profession has a talent problem.

Experienced advisers are approaching retirement, firms are struggling to attract younger talent, and artificial intelligence is beginning to reshape many of the entry-level roles the profession h... more

YouTube

How do you build a successful financial planning business?

In this episode of Don’t Shoot The Messenger, Chris sits down with Guy Skinner, founder of Citygate Financial Planning, to discuss how he built a thriving financial planning firm, won 139 cl... more

YouTube

David Swanwick is Head of Client Communications EMEA at Dimensional Fund Advisors, but he didn't start there.

He began his career in banking, moved into independent financial advice in Brisbane, helped merge 14 firms into a single national group man... more

YouTube

In this episode of Don’t Shoot the Messenger, Chris sits down with Paul Taylor, a financial planner turned coach who has spent over 25 years working with business owners and entrepreneurial families.

After building a £100m client book, Paul stepped ... more

YouTube

In this episode of Don’t Shoot the Messenger, Chris Ball sits down with Alan Smith, Founder and CEO of Capital Asset Management, to unpack what it really takes to build a successful financial planning business.

Alan started his firm over 20 years ag... more

YouTube

When I started Hoxton Wealth in 2018, we had $35 million of assets, five people, and two small offices.

Today the business manages over $4 billion for more than 10,000 clients globally, with licences and offices across multiple jurisdictions.

But t... more

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Recent Guests

Hannah Moore
Founder of Guiding Wealth; Founder of Amplified Planning; creator of the Externship; CFP professional; certified financial transitions expert
Guiding Wealth; Amplified Planning
Episode: The Financial Advice Industry Has a Talent Crisis with Hannah Moore
Guy Skinner
Founder of Citygate Financial Planning, London
Citygate Financial Planning
Episode: From Cold Calling to 139 Clients: How Guy Skinner Built Citygate Financial Planning
David Swanwick
Head of client communications at Dimensional Fund Advisors
Dimensional Fund Advisors
Episode: The Adviser Who Joined a Fund Manager to 10x His Impact | David Swanwick, Dimensional Fund Advisors
Paul Taylor
Financial planning veteran focusing on wealth, legacy, and life design
Independent financial advisory practice
Episode: How to Get Clients to ACT on Your Advice with Paul Taylor
Alan Smith
Founder and CEO of Capital Asset Management
Capital Asset Management
Episode: From Broom Cupboard to £100M+ Advice Firm (Alan Smith’s Story)
Don Bennyhoff
Former Vanguard executive, creator of Advisor Alpha, fractional CIO at Bennyhoff & Co
Bennyhoff & Co
Episode: Advisor Alpha Explained: What Financial Planners Get Paid For with Don Bennyhoff
Carl Richards
Author of The Behavior Gap and The One-Page Financial Plan; CFP; creator of Behavior Gap Radio
Carl Richards / Behavior Gap / The Society of Advice (implied through discussion)
Episode: How Great Financial Planners Win with Carl Richards
Pete Matthews
Founder of Meaningful Money, financial educator
Meaningful Money
Episode: How Advisors Win Clients With YouTube with Pete Matthew
Jamie McNish
Regional Director at Hoxton Wealth London
Hoxton Wealth
Episode: Inside an £11 Billion SJP Office: The Truth About Top Financial Advisors

Host

Chris Ball
Host of Don't Shoot the Messenger; financial planner with international practice experience and a no-nonsense approach to wealth-building and scaling businesses.

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Talking Points

Recent interactions between the hosts and their guests.

How Great Financial Planners Win with Carl Richards
Q: What role does technology play in the future of financial planning?
Technology and AI are tools that can enhance delivery, but the core value remains human connection and meaningful conversations that align with clients' values and goals.
How Great Financial Planners Win with Carl Richards
Q: How should new advisors approach marketing and client acquisition?
Start with empathetic, problem-focused storytelling, publish regularly (weekly emails), and build an owned audience (email list) while enhancing one-to-one conversations.
How Great Financial Planners Win with Carl Richards
Q: What would you say is one of the main things planners get wrong today?
They undervalue their own human wisdom and the power of meaningful relationships, focusing too much on technical skills and not enough on connection and presence with clients.
How Advisors Win Clients With YouTube with Pete Matthew
Q: How should advisors approach content to avoid jargon and connect with clients?
Answer the underlying questions clients have, not the technical product details. Speak in terms of how information affects their lives and future, use simple language, and narrate with a focus on the viewer's needs and outcomes.
How Advisors Win Clients With YouTube with Pete Matthew
Q: What's the simplest setup you'd recommend today for someone starting out?
Use a phone with a decent microphone; audio quality matters more than fancy video. You don't need expensive gear—just reliable sound and consistent content output.

Audience Metrics

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Gender Skew
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Frequently Asked Questions About Dont Shoot The Messenger

What is Dont Shoot The Messenger about and what kind of topics does it cover?

The show features candid conversations with seasoned financial professionals and founders who share practical, outcome-focused guidance for growing advisory practices, scaling teams, and building durable client relationships. Episodes frequently explore real-world challenges such as talent development, client onboarding, niche positioning, and the role of technology and AI in training and service delivery. Guests range from wealth managers and educators to fund managers and industry thinkers, offering actionable frameworks (e.g., structured conversations, client education, storytelling) for advisors seeking sustainable growth and differentiated value. A notable pattern is the emphasis on human skills, trust, and long-term client outcomes ov... more

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Which podcasts are similar to Dont Shoot The Messenger?

These podcasts share a similar audience with Dont Shoot The Messenger:

1. Adviser 3.0: The Podcast
2. The Plannex Podcast
3. Financial Planner Life Podcast
4. TRAP: The Real Adviser Podcast
5. SOFI meets...

How many episodes of Dont Shoot The Messenger are there?

Dont Shoot The Messenger launched a year ago and published 26 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Dont Shoot The Messenger?

Recent guests on Dont Shoot The Messenger include:

1. Hannah Moore
2. Guy Skinner
3. David Swanwick
4. Paul Taylor
5. Alan Smith
6. Don Bennyhoff
7. Carl Richards
8. Pete Matthews

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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