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Techlink in Conversation

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27 March 2024
Techlink in Conversation Podcast - Episode 64 - Jonathan and Eddie - TISA vulnerability radar tool
Eddie Grant chats to Jonathan Warren Principal Consultant & Head of Innovation Altus Consulting about all things vulnerability and the TISA vulnerability radar tool.

23 February 2024
Techlink in Conversation Podcast - Episode 63 - Claire and Eddie discuss the lifetime allowance changes
Eddie Grant chats to Claire Trott, Technical Connection Director, to discuss the imminent lifetime allowance changes

23 January 2024
Techlink in Conversation Podcast - Episode 62 - Research Series - Simon Neville, Business Exits
Eddie Grant in conversation with Simon Neville who discusses his recent MBA research on ““a critical analysis of the effectiveness and influence of financial advisers working with entrepreneurs on business exits”

17 January 2024
Techlink in Conversation Podcast - Episode 61 - Claire and Eddie discuss hot topics
Eddie Grant chats to Claire Trott, Technical Connection Director, to discuss topical Techlink bulletins.

13 November 2023
Techlink in Conversation Podcast - Episode 60 - Learn and Share Series - Charlotte Watson, Charlotte Watson Financial Planning
Eddie Grant catches up with Charlotte Watson who launched her advisory firm in January 2022. Charlotte shares her journey and experiences as she builds her business. We also discuss how we can together support a more inclusive profession. Charlotte highlights three great hints and tips for advisers throughout their career.

30 October 2023
Techlink in Conversation Podcast - Episode 59 - Research Series - Alex Hall - Inspiring the next generation of advisers
Eddie Grant catches up with Alex Hall who completed his masters in 2023 shares his insights on how to inspire the next generation of advisers and hints and tips for fellow students.

20 October 2023
Techlink in Conversation Podcast - Episode 58 - Vulnerability Series - Hannah Coffey - Vulnerability and Client Assistance
Eddie Grant catches up with Hannah Coffey, Vulnerability and Client Assistance Manager to consider the common queries, Consumer Duty and hints and tips to deliver great client outcomes.

11 October 2023
Techlink in Conversation Podcast - Episode 57 - Technical Series - Helen O'Hagan - Trusts and Trustee Duties
Eddie Grant catches up with Helen O'Hagan, tax and trust expert, who demystifies trusts, trustee duties and the value of advice. This insightful conversation is full of hints and tips.

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Email: enquiries@technicalconnection.co.uk

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