Episodes
124
Latest episode
Nov 2026
Language
EN
Podcast by Personal Finance Society
Recently appointed PFS President, Kate Gannon, sits down with Luke Holloway to discuss her new presidency of the Personal Finance Society, her career in financial planning, and her plans to broaden participation, strengthen professional support, and grow the profession. She emphasizes mentoring, volunteering, continuous learning, and helping members make greater use of their potential.
In this episode, recorded hours after the 2026 budget was announced, Dr Matt Connell, Director of Policy and Public Affairs, speaks with PFS Chair Carla Brown, and PFS President Kate Gannon, to get their initial reaction in their roles as Chartered Financial Planners.
In this episode our Paraplanning Panel discuss Suitability Reports. Regular hosts Alan Gow and Hannah Wynick are joined by Sophie Brown, and Phil Greenwood to discuss some tips, the purpose of Suitability Reports, and the role of AI. Learn more about the panel and find related resources here: https://www.thepfs.org/membership/communities/paraplanning-panel/
In this episode of the PFP Podcast we are joined by Craig Palfrey, PFS Board Member. Craig talks to us about his experience including his role on the board, the challenges facing the profession, The Festival of Financial planning, and the use of AI in financial planning.
Chris Shadforth - PFS Communications Director - talks to some of the attendees of the PFS Officers' Conference 2026 while enjoying a round of golf at The Belfry.
In this episode, we're looking beyond technical expertise to explore the human skills that define great financial advisers with Jay Dhaliwal and Michael Hawthorn. From listening with intent to showing genuine empathy, to communicating with clarity and building trust. Over time, we'll discuss how these qualities shape stronger client relationships and better outcomes. Whether you're new to advice or an experienced professional, there's something here to reflect on and hopefully take into your own conversations. For more PFS POWER content visit: https://pfspower.org/
On this week's PFS POWER podcast, we ask Rosa Nash and Kate Gannon if technology can enhance the human side of financial planning. They discuss the tools that they use to allow them to focus on better serving their clients, and the current pitfalls of relying on AI to give advice. Find more podcasts, webinars and articles on the PFS POWER website: https://pfspower.org/
In this episode of the PFS POWER Podcast series, Chris Shadforth speaks with panel members Adam Field and Rosa Nash about growing as an adviser. They talk about their entry into financial planning, share some tips on becoming a better adviser, and the correct order of cream and jam on a scone. You can find out more about PFS POWER, including webinars and articles here: https://pfspower.org/
Why is financial planning more important now than ever? Hannah Bradley discusses this with Chartered financial planner and PFS Vice President Kate Gannon and financial planner Adam Field. As part of the conversation a reoccurring message of reassurance underlines a lot of the work financial planners do when answering client queries; will I be ok? Is everything ok? Is it ok for me to buy this? Find more resources on the PFS POWER website here: https://pfspower.org/
In the second episode of this series of the PFS POWER Podcast, Chris Shadforth discusses client conundrums with POWER Panel members Jay Dhaliwal and Sam Paterson. In the conversation they cover how it can be important to bring in the whole family to certain meetings, ensuring they are all on the same page, and how to support beneficiaries when the inevitable happens. For more resources and webinars visit the POWER website: https://pfspower.org/
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Ann Carden
Holly Jean Jackson
Dr. Allen Lycka
Jessica Lorello and Maddison Donchez
Mark Mowrey, CFA
