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.
AI is moving quickly, but in wealth management, the real question is not simply whether firms are using it, it is whether they are using it in a way that actually improves the client experience.
In this episode of Foster Denovo Talks, Helena is joined by Ed Beckett, co-founder of Palindrome, to explore how agentic AI is already starting to reshape the way wealth management firms work.
Ed explains the difference between basic AI tools, such as note-takers and chatbots, and a more connected agentic AI approach, where data, processes and human oversight all work together.
They discuss why wealth management is so well suited to AI, how firms can move beyond point solutions, and why the real opportunity is not replacing advisers, but giving them more time, better insight and stronger recall.
The conversation also explores personalisation, governance, client trust, human accountability, and why the firms that get this right will be the ones that use AI as part of their wider growth strategy, rather than treating it as a shiny side project.
In this episode:
- Why wealth management is so well suited to AI
- The difference between generative AI and agentic AI
- Why note-takers are only a gateway into AI
- How AI can support more personalised client experiences
- Why human oversight and accountability still matter
- What agentic AI could change about the adviser’s role
- Why firms need a growth strategy with AI in it, not just an AI strategy
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