{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/64c8f6eb243b4a0010cb8e10/6a32ea832a769315bafab2a4?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Future Fit Financial Planning: In Conversation with Ann-Marie Atkins","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/64c8f6eb243b4a0010cb8e10/1781721577524-bc1c2517-c238-41fc-b932-d61f731544ef.jpeg?height=200","description":"<h2>Excellence, Not Perfection with <a href=\"https://www.linkedin.com/in/annmariebanks/\" rel=\"noopener noreferrer\" target=\"_blank\">Ann-Marie Atkins</a></h2><p> </p><p>In this special 50th episode of BWD In The Know, James is joined by Ann-Marie Atkins, Head of Entrepreneurs at Evelyn Partners, for a conversation about what really sits behind long-term success in financial planning.</p><p> </p><p>Known as one of the UK's leading advisers in the entrepreneur and business owner space, Ann-Marie reflects on the experiences, values and lessons that have shaped her career.</p><p> </p><h4>In this episode, they discuss:</h4><p>Ann-Marie's journey into financial services and the challenges she faced early in her career</p><ul><li>Confidence, emotional intelligence and communication in advice</li><li>Why excellence matters more than perfection</li><li>Building trust with clients and professional introducers</li><li>Collaboration in delivering better outcomes</li><li>Leadership, mentoring and high-performing teams</li><li>AI, technology and the future of advice</li><li>The growing importance of holistic financial planning</li></ul><p><br></p><p>This episode is a reminder that the best advisers don't simply provide advice — they bring people, expertise and ideas together to help clients make better decisions.</p><p><strong>&nbsp;</strong></p><p><strong>If you're a financial planner, adviser or leader looking to build trust, improve your impact and future-proof your career, this episode is for you.</strong></p><p><br></p><h4>Chapters</h4><p>00:00 Introduction</p><p>00:28 Ann-Marie's Journey Into Financial Services</p><p>01:23 Building Confidence &amp; Finding Your Voice</p><p>03:29 Fairness, Honesty &amp; Authenticity</p><p>04:39 Learning Through Mistakes &amp; Self-Reflection</p><p>05:42 Overcoming Fear &amp; High-Stakes Situations</p><p>06:42 Understanding Your Core Values</p><p>08:36 Childhood Influences, Ambition &amp; Competitiveness</p><p>09:16 Sport, Teamwork &amp; Resilience</p><p>09:59 Being Taken Seriously in Financial Services</p><p>11:24 Mentors, Role Models &amp; Career Development</p><p>13:19 Early Leadership Lessons</p><p>14:33 Managing Mistakes &amp; High Standards</p><p>16:54 Why Collaboration Matters</p><p>17:42 Delivering Better Outcomes for Complex Clients</p><p>21:29 The Problem with Siloed Advice</p><p>24:28 The Risks of Disconnected Planning</p><p>27:11 Building Trust Over Time</p><p>28:44 Creating High-Performing Teams</p><p>30:28 A Client-First Culture</p><p>31:35 Excellence, Not Perfection</p><p>35:52 AI, Technology &amp; The Future of Advice</p><p>44:17 The Future of Collaborative Advice</p><p>50:53 Authenticity as a Competitive Advantage</p><p>66:14 Closing Thoughts</p>","author_name":"BWD"}