Foster Denovo Talks
Podcast Description
Foster Denovo Talks wealth, work and wellbeingFoster Denovo Talks is the new podcast from Foster Denovo that champions work, wealth and wellbeing. Designed as a versatile, multi-series platform, FD Talks brings together insightful conversations tailored for financial advisers, HR professionals, business leaders, and clients.Foster Denovo Talks wealth and work is Foster Denovo’s dedicated podcast series that delves into private wealth management and talent acquisition. Hosted by Helena Bogdanovski, Director of Private Wealth, each episode features our experienced hosts in candid conversation with key company figures, discussing adviser recruitment, career progression and the strategic approaches that underpin success in private wealth. Presented in a warm, personable tone with clear, jargon‐free language, Foster Denovo Talks reflects our deep industry expertise while keeping the dialogue straightforward and engaging.
Podcast Insights
Content Themes
The podcast focuses on topics related to private wealth management and talent acquisition, including strategic recruitment, career progression, and the impact of technology on financial advice. For example, episodes cover how Foster Denovo integrates acquisitions while maintaining cultural alignment and the evolving roles in the financial advisory landscape.
Foster Denovo Talks wealth, work and wellbeing
Foster Denovo Talks is the new podcast from Foster Denovo that champions work, wealth and wellbeing. Designed as a versatile, multi-series platform, FD Talks brings together insightful conversations tailored for financial advisers, HR professionals, business leaders, and clients.
Foster Denovo Talks wealth and work is Foster Denovo’s dedicated podcast series that delves into private wealth management and talent acquisition. Hosted by Helena Bogdanovski, Director of Private Wealth, each episode features our experienced hosts in candid conversation with key company figures, discussing adviser recruitment, career progression and the strategic approaches that underpin success in private wealth. Presented in a warm, personable tone with clear, jargon‐free language, Foster Denovo Talks reflects our deep industry expertise while keeping the dialogue straightforward and engaging.
Marketing can be one of the biggest growth drivers for financial advice firms, but only when it is approached properly.
In this episode of Foster Denovo Talks, Helena is joined by Phil Bray, founder of The Yardstick Agency, to explore what advice firms often get wrong when it comes to marketing, and what they should be focusing on instead.
Phil explains why firms can be too quick to jump into tactics, such as SEO, paid ads or social media, without first understanding who they want to work with, what they want to achieve, and whether their marketing foundations are strong enough.
They discuss why social proof matters so much in a profession that still faces trust issues, why testimonial pages may not be doing the job firms think they are, and how reviews, client videos, website messaging and referral strategies can help firms stand out.
The conversation also explores the role of social media in a regulated industry, how AI is changing the way consumers search for advice firms, and why marketing return on investment should be looked at strategically, rather than expecting every single pound to be perfectly attributable.
In this episode:
- Why strategy needs to come before marketing tactics
- What advice firms should be clear on before launching campaigns
- Why social proof is such a powerful differentiator
- Why testimonial pages may not be enough
- How adviser websites can better reflect what clients are actually looking for
- Why referrals deserve a proper strategy
- How compliance can affect social media creativity
- How AI is changing the consumer search journey
- Why marketing ROI is not always as simple as pound-for-pound attribution
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