SOFI meets...
SOFI aiSOFI Meets… is the new podcast from SOFI AI, where the UK’s leading voices in pensions, insurance, wealth and investment step out from behind the headlines. Hosted by Stuart Breyer, CEO of mallowstreet, each episode goes beyond the market noise to uncover the real stories, experiences and insights shaping the financial services landscape today.
| Publishes | Weekly | Episodes | 20 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
"The idea that AI isn't going to play some role in filling that advice gap in some way or some shape or form is probably pretty naive."
Mark Pitaccio - behavioural economist, financial psychologist and doctoral researcher at the University of London... more
"No one has ever given me a hug or a thank you because I wrote them a fantastic suitability letter."
Vikash Kanani (Managing Director, Chatsworth Wealth Management) joins Stuart Breyer to explore how AI is putting the human back at the centre of fin... more
In a world where market-moving headlines arrive on your phone before you have had time to think, how do investors stay disciplined and focused on long-term goals? In this episode, Stuart Breyer is joined by Rohit Vaswani, Director of Investment and C... more
Scott Stevens joins Stuart Breyer to explore the advice gap, the true cost of serving clients, and why lowering the unit cost to serve is the key to unlocking advice for over 10 million underserved individuals in the UK. From the ageing adviser workf... more
Anna Bartholomew, Partnership Services Director at the Openwork Partnership, joins Stuart Breyer to kick-start Season 3 to explore why the client onboarding process has never mattered more - and what the gap between best practice and common mistakes ... more
Tracy Blackwell (founder and former CEO of Pensions Insurance Corporation) joins Stuart Breyer to explore why institutional capital keeps failing to flow into infrastructure, venture, and growth - and what it will actually take to fix it. From the st... more
Sally Bridgeland joins Stuart Breyer to discuss her upcoming book "Chess Club Drama Club" exploring everyday inclusion and creativity in the workplace. They delve into how organisations can move beyond diversity statistics to create truly inclusive e... more
Claire Walsh, founder of Midsommar Wealth, joins Stuart to discuss her journey into financial advice and her approach to building a wealth management firm with fair fee structures. She shares insights on charging hourly rates versus percentages and h... more
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Frequently Asked Questions About SOFI meets...
What is SOFI meets... about and what kind of topics does it cover?
SOFI Meets... delivers conversations with leading voices across pensions, insurance, wealth, and investment, emphasizing practical pathways, policy levers, and technology-enabled change in UK financial services. Episodes frequently explore topics like scalable advisory models, onboarding and client relationships, governance and responsible investing, public-private investment, and the role of AI and fintech in modern finance. Special attention is given to talent development, diversity and inclusion, and how platforms and partnerships can unlock wider access to quality financial guidance. The show often pairs practitioners with policy or industry leaders to unpack complex issues, making it useful for listeners seeking actionable insights for... more
Where can I find podcast stats for SOFI meets...?
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What are the audience demographics for SOFI meets...?
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Which podcasts are similar to SOFI meets...?
These podcasts share a similar audience with SOFI meets...:
1. The Finance Geeks Podcast
2. Financial Planner Life Podcast
3. The Money To The Masses Podcast
4. That Peter Crouch Podcast
How many episodes of SOFI meets... are there?
SOFI meets... launched 10 months ago and published 20 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact SOFI meets...?
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What guests have appeared on SOFI meets...?
Recent guests on SOFI meets... include:
1. Vikash Kanani
2. Rohit Vaswani
3. Scott Stevens
4. Anna Bartholomew
5. Tracy Blackwell
6. Sally Bridgeland
7. Claire Walsh
8. Amanda Cassidy
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.