Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Content provided by Kevin Appleby & Graham Arrowsmith, Kevin Appleby, and Graham Arrowsmith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Appleby & Graham Arrowsmith, Kevin Appleby, and Graham Arrowsmith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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#453 – Kostas Stylios – Financial Advisor or Wealth manager?
Manage episode 452602112 series 2630836
Content provided by Kevin Appleby & Graham Arrowsmith, Kevin Appleby, and Graham Arrowsmith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Appleby & Graham Arrowsmith, Kevin Appleby, and Graham Arrowsmith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Financial Advisor or Wealth manager?
Financial advisor Kostas Stylios joins The Next 100 Days podcast to discuss the differences between financial advisors and wealth managers and the conversation moves towards AI and robot-investing.
Summary of the Podcast
Kostas joins the discussion
- Kostas Stylios provides an overview of the key differences between financial advisors and wealth managers.
- He explains that while they often perform similar roles, wealth managers are typically associated with serving a wealthier clientele.
- Meanwhile, financial advisors may work with a broader range of clients.
Exploring the active vs. passive investing debate
- The conversation shifts to the debate around active versus passive investing strategies.
- Kostas and the hosts discuss the pros and cons of each approach
- These include: the higher fees associated with active management and the potential for active funds to underperform their benchmarks.
The future of financial advice and the role of AI
- The group explores the potential impact of AI and automation on the financial advice industry.
- They discuss the possibility of AI-powered “customer-facing devices” that could enhance client engagement and the challenges of maintaining the human element of financial advice in the face of technological advancements.
Clips from the Podcast
Difference between Financial Advisor and Wealth Manager
Restricted
https://thenext100days.org/wp-content/uploads/2024/11/Kostas-Stylios-Restricted.mp4
Testimonial
https://thenext100days.org/wp-content/uploads/2024/11/Kostas-Stylios-Testimonial.mp4
The Next 100 Days Podcast Co-Hosts
Graham Arrowsmith
Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYES, a Partner for MeclabsAI, which combines the world’s biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn.
Kevin Appleby
Kevin specialises in finance transformation and implementing business change. He’s the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com
474 episodes
Share
Manage episode 452602112 series 2630836
Content provided by Kevin Appleby & Graham Arrowsmith, Kevin Appleby, and Graham Arrowsmith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Appleby & Graham Arrowsmith, Kevin Appleby, and Graham Arrowsmith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Financial Advisor or Wealth manager?
Financial advisor Kostas Stylios joins The Next 100 Days podcast to discuss the differences between financial advisors and wealth managers and the conversation moves towards AI and robot-investing.
Summary of the Podcast
Kostas joins the discussion
- Kostas Stylios provides an overview of the key differences between financial advisors and wealth managers.
- He explains that while they often perform similar roles, wealth managers are typically associated with serving a wealthier clientele.
- Meanwhile, financial advisors may work with a broader range of clients.
Exploring the active vs. passive investing debate
- The conversation shifts to the debate around active versus passive investing strategies.
- Kostas and the hosts discuss the pros and cons of each approach
- These include: the higher fees associated with active management and the potential for active funds to underperform their benchmarks.
The future of financial advice and the role of AI
- The group explores the potential impact of AI and automation on the financial advice industry.
- They discuss the possibility of AI-powered “customer-facing devices” that could enhance client engagement and the challenges of maintaining the human element of financial advice in the face of technological advancements.
Clips from the Podcast
Difference between Financial Advisor and Wealth Manager
Restricted
https://thenext100days.org/wp-content/uploads/2024/11/Kostas-Stylios-Restricted.mp4
Testimonial
https://thenext100days.org/wp-content/uploads/2024/11/Kostas-Stylios-Testimonial.mp4
The Next 100 Days Podcast Co-Hosts
Graham Arrowsmith
Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYES, a Partner for MeclabsAI, which combines the world’s biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn.
Kevin Appleby
Kevin specialises in finance transformation and implementing business change. He’s the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com
474 episodes
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Similar to The Next 100 Days Podcast
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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continue reading
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continue reading
Leading Up is a top-ranking leadership podcast to help you work, lead, and live differently. In Season 7, we’ll shine a light on storytelling, and how it can help aspiring leaders communicate better. Alan Todd, VP of Leadership Development at Udemy, sits down with some of the most thoughtful and exciting leaders, practitioners, and thinkers. Together, we’ll help you unlock your potential and become an even better leader. New episodes drop every Wednesday, so be sure to follow the podcast to ...
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continue reading
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