The Problem With...

In this episode of The Problem With, Alex and Annabel are joined by Nicky from Woven Advice to unpack one of the financial advice industry’s most overlooked areas: platform switching.

With Consumer Duty placing increasing pressure on advisers to demonstrate value, platform costs and client outcomes are more important than ever. But is switching worth the effort? And how do you even begin to assess that?
Together, they dives into:
  • The role of data in identifying cost-effective platforms
  • How new tech tools are transforming the efficiency of reviews
  • What platform switching really means for client service and trust
  • Why staying truly independent means re-evaluating old habits
Whether you're an adviser stuck with a legacy platform or simply looking to enhance client outcomes, this episode will challenge your assumptions and offer practical insights into how small changes can make a big difference.
Listen now and discover why platform switching isn’t just admin—it’s advice.

What is The Problem With...?

The Problem With... podcast is here to challenge the everyday problems or myths we face in financial services and to provide practical solutions. Hosted by Alex and Annabel, we offer practical advice to help financial advisers to take back control of their careers. Whether you are just starting out or looking to enhance your existing business, our mission is to guide you every step of the way. Tune in and transform your advisory journey!