The Transact Platform Podcast
TransactWelcome to the Transact Platform podcast, where we explore trends and insights shaping the financial advice landscape. Join us as we dive deeper into the key topics that matter to you. Tune in for insights, practical strategies and engaging discussions that will help you stay ahead in the evolving world of financial planning.
| Publishes | Weekly | Episodes | 17 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
In this episode of the Transact Podcast, host Lee Comer is joined by David Styles, Head of System and Service Development, and Stuart Fleet, Head of Distribution, for an exclusive deep dive into Transact’s 2026 development roadmap.
They unpack key d... more
In this episode of the Transact Platform Podcast, Tom Dunbar sits down with Mark Polson, Founder of The Lang Cat and one of the most respected voices in the UK platform and advice industry.
Together, they unpack the major shifts reshaping the platfo... more
Join Tom Dunbar, Chief Executive Officer of Transact, and Andrew Cullen-Jones, Chief Development Officer, as they unpack the trends, challenges and opportunities shaping the world of financial planning, intergenerational wealth management and advice.... more
In this episode, Tom Dunbar (CEO of Transact) sits down with Richard Brian, Managing Director of Curo, and Joanna Roddis, Head of Client Success, to explore the evolution of Curo and its new Power Platform proposition. They discuss why Microsoft’s Po... more
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Apple Podcasts | #174 |  United Kingdom/Business/Investing |
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Frequently Asked Questions About The Transact Platform Podcast
What is The Transact Platform Podcast about and what kind of topics does it cover?
This podcast focuses on significant trends and insights influencing the financial advice landscape in the UK. It features discussions that cover a variety of essential topics for financial advisors, including tax strategies, investment products, and regulatory changes. Noteworthy themes include detailed explorations of investment bonds, pensions, tax efficiency, and the implications of budget proposals on financial planning. The show also addresses the growing importance of technology and integrations in facilitating smoother operations within financial advisory firms. With a blend of expert insights and practical strategies, this series aims to equip listeners with knowledge to navigate the evolving world of financial planning successfully... more
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How many listeners does The Transact Platform Podcast get?
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What are the audience demographics for The Transact Platform Podcast?
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How many subscribers and views does The Transact Platform Podcast have?
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Which podcasts are similar to The Transact Platform Podcast?
These podcasts share a similar audience with The Transact Platform Podcast:
1. The Rest Is Politics
2. The Meaningful Money Personal Finance Podcast
3. The Rest Is History
4. TRAP: The Real Adviser Podcast
How many episodes of The Transact Platform Podcast are there?
The Transact Platform Podcast launched 5 months ago and published 17 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 The Transact Platform Podcast?
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What guests have appeared on The Transact Platform Podcast?
Recent guests on The Transact Platform Podcast include:
1. Gill Marples
2. Damien Francis
3. Eoin D'Arcy
4. Tom Dunbar
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.