What does it take to make financial advice genuinely accessible to everyone? That's the topic of this episode with host Cathi Harrison, co-host Hannah Pendlebury, and guests Jo Wall and Alisdair Barr.
Hannah is joined by Jo, Founder of Joyful Wealth, a regulated financial planning practice built around affordability and accessibility. She shares how she combined regulated advice with financial coaching to create a hybrid model that meets clients where they are.
Cathi then speaks with Alisdair, Founder of Striver, an Australian platform powering the Verve Foundation's careers platform. Alistair explains how Striver is working to bring 5,000 new advisers into the profession over the next decade through graduate recruitment, technology, and industry partnerships.
09:21 - Jo’s path to Joyful Wealth
14:37 - The turning point
19:17 - Hybrid advice models
28:44 - Australia’s advice gap
34:43 - The 5,000 target
38:18 - “Replace yourself plus one”
Cathi is Founder & CEO of Verve and the Verve Foundation, working to achieve their combined mission of building the future of financial services within the UK.
Hannah is a former sports commentator and co-host of the New Business episodes of the NewIn podcast after launching her own IFA practice.
Jo is a Chartered Financial Planner and Founder of Joyful Wealth; a wellbeing focussed financial planning firm.
Alisdair is Founder of Striver - an Australian careers platform supporting individuals to launch their career in financial services.
