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Artwork for Talk FS

Talk FS

Talk FS
Financial Planning
Financial Services
Artificial Intelligence
Mortgage Industry
Financial Coaching
Critical Thinking
Mortgage
Plannex
Community
Self-Employment
Social Media Marketing
Paraplanning
Emotional Intelligence
Slaiyburn Financial Planning
United Kingdom
Nextwealth
Financial Advice
Women In Financial Services
Gender Wealth Gap
Altura Mortgage Finance

Join us as we dive into the world of financial services, bringing you insightful conversations with industry leaders and key figures. Whether you’re a Financial Adviser, Mortgage Adviser, Paraplanner, or a Financial Services Business Owner, Talk FS is your go-to podcast for uncovering the lessons learned and experiences that have shaped successful careers in the UK financial services sector. Tune ... more

PublishesTwice monthlyEpisodes36Founded2 years ago
Number of ListenersCategories
CareersBusiness

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Artwork for Talk FS

Latest Episodes

Self-employed paraplanner Rebecca Hewick joins Talk FS just two weeks into launching her own paraplanning business, and she's pulling back the curtain on exactly what it took to get there.

In this episode, host Ryan Venner sits down with Rebecca to ... more

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Financial planning coaching is transforming the way advisers build relationships with clients.

In this episode of Talk FS, Ryan Venner sits down with Adrian Kidd, host of the Emotionally Invested podcast, to explore why the future of financial plann... more

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Women in financial advice are helping reshape the future of financial planning.

Women in financial advice are helping reshape the future of financial planning. In this episode of Talk FS, Ryan Venner sits down with Danielle Sissons to discuss her jo... more

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Mortgage advice is about far more than interest rates.

In this episode of Talk FS, Ryan Venner sits down with Rob Gill, Managing Director and Co-Founder of Altura Mortgage Finance, to discuss his journey from investment banking into mortgage advice ... more

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Recent Guests

Danielle Sissons
Financial adviser turned entrepreneur focused on flexible, inclusive financial planning for women
Self-employed/independent advisory practice
Episode: Women in Financial Advice | Danielle Sissons on Building a More Flexible Financial Planning Career (S2, E24)
Rob Gill
Managing Director of Altura Mortgage Finance
Altura Mortgage Finance
Episode: From Investment Banking to Mortgage Advice | Rob Gill on Resilience, Leadership & Building Altura (S2, E23)
Sarah Tucker
Mortgage broker and founder of The Mortgage Mum, advocate for flexible, women-friendly careers in financial services
The Mortgage Mum
Episode: The Future of Mortgage Advice | Sarah Tucker on Building The Mortgage Mum Brand (S2, E22)
Matt Machan
Former professional cricketer turned financial advisor
Owns and operates his financial advisory firm
Episode: From Professional Cricket to Financial Advice | Matt Machan on Building a Financial Planning Business (S2, E20)
James Woodfall
Chartered Financial Planner, Author, Founder of Raise Your EI
Raise Your EI
Episode: Building a Successful Financial Planning Business | James Woodfall on Clients, Growth & Advice (S2, E19)
Sam Patterson
Head of Proposition at Equilibrium
Equilibrium
Episode: How to Build a Successful Career in Financial Advice | Sam Patterson | Talk FS (S2, E18)
Amyr Rocha Lima
Chartered financial planner, coach, and media contributor
Independent financial planning professional
Episode: How Much Do You Need to Retire? | Financial Planning Secrets with Amyr Rocha Lima (S2, E17)
Rohan Sivajoti
Co-founder of Plannex (formerly NextGen Planners)
Plannex
Episode: The Future of Financial Planning | Rohan Sivajoti on Building the Plannex Community (S2,E16)
Luke Sparkes
Award-winning paraplanner, advocate for the paraplanning profession, member of the PFS Paraplanning Panel
Paraplanning Panel, Professional Paraplanner
Episode: Why Paraplanning Is a Career — Not a Stepping Stone | Luke Sparkes (S2, E15)

Host

Ryan
Host of Talk FS

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

From Military to Mortgage Broker: Lewis Shaw’s Journey & Lessons for Advisers (S2, E7)
Q: How has the post-COVID landscape changed client behavior and the broker's approach to mortgages?
COVID accelerated shifts toward remote access, increased reliance on information from social media, and a demand for broader advisory services that go beyond rate shopping to include protection and financial resilience.
From Military to Mortgage Broker: Lewis Shaw’s Journey & Lessons for Advisers (S2, E7)
Q: What was your experience like with the CMAP program, and how did it prepare you for real-world work?
CMAP provided the core knowledge and exam pathway, but he emphasizes that hands-on mentoring and choosing the right first role were crucial for translating theory into practical advice.
From Military to Mortgage Broker: Lewis Shaw’s Journey & Lessons for Advisers (S2, E7)
Q: How did you fall into the mortgage industry after military service?
A casual chat with a university friend in London sparked the idea, followed by the military's resettlement program that funded retraining and led him to CMAP and a new career in mortgages.
How Serena Built a Mortgage Business From Scratch During Lockdown | Self-Employed Success Story (S2, E4)
Q: What misconceptions have you encountered from clients about mortgage advisory, and how has social media helped address them?
She notes that clients often expect a male-dominated industry, but she uses openness and personal storytelling on social media to build trust, showing that life isn't always easy and that transparency attracts the right kind of clients.
How Serena Built a Mortgage Business From Scratch During Lockdown | Self-Employed Success Story (S2, E4)
Q: What was it that drove you towards wanting to go self-employed?
Serena explains that the carrot of progression in the employed role was capped, and having previously run a fitness business taught her that earnings potential could be limitless if she started her own company, motivating the leap despite expected challenges.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About Talk FS

What is Talk FS about and what kind of topics does it cover?

The show showcases candid conversations with financial services professionals at various stages of their careers, from advisors and mortgage specialists to founders and industry leaders. Episodes center on career trajectories, leadership, mentorship, work-life balance, and the evolving role of technology—especially AI—in financial planning and client service. Thoughtful discussions around building and scaling advisory practices, the importance of culture and people, and the push toward more inclusive, flexible careers in finance stand out as recurring themes. A notable pattern is the emphasis on practical, actionable insights—from pricing and coaching to content-led growth and community-building—combined with personal narratives about resil... more

Where can I find podcast stats for Talk FS?

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How many listeners does Talk FS get?

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What are the audience demographics for Talk FS?

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How many subscribers and views does Talk FS have?

To see how many followers or subscribers Talk FS has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Talk FS?

These podcasts share a similar audience with Talk FS:

1. Financial Planner Life Podcast
2. TRAP: The Real Adviser Podcast

How many episodes of Talk FS are there?

Talk FS launched 2 years ago and published 36 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 Talk FS?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Talk FS?

Recent guests on Talk FS include:

1. Danielle Sissons
2. Rob Gill
3. Sarah Tucker
4. Matt Machan
5. James Woodfall
6. Sam Patterson
7. Amyr Rocha Lima
8. Rohan Sivajoti

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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