Episode
Future Fit Financial Planning: In Conversation with Ann-Marie Atkins
- Podcast
- BWD: In The Know
- Published
- Jun 17, 2026
- Duration seconds
- 3974
- Processing state
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- https://shows.acast.com/bwd/episodes/future-fit-financial-planning-in-conversation-with-ann-marie
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Summary
Excellence, Not Perfection with Ann-Marie Atkins 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. 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. In this episode, they discuss: Ann-Marie's journey into financial services and the challenges she faced early in her career Confidence, emotional intelligence and communication in advice Why excellence matters more than perfection Building trust with clients and professional introducers Collaboration in delivering better outcomes Leadership, mentoring and high-performing teams AI, technology and the future of advice The growing importance of holistic financial planning 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. 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. Chapters 00:00 Introduction 00:28 Ann-Marie's Journey Into Financial Services 01:23 Building Confidence & Finding Your Voice 03:29 Fairness, Honesty & Authenticity 04:39 Learning Through Mistakes & Self-Reflection 05:42 Overcoming Fear & High-Stakes Situations 06:42 Understanding Your Core Values 08:36 Childhood Influences, Ambition & Competitiveness 09:16 Sport, Teamwork & Resilience 09:59 Being Taken Seriously in Financial Services 11:24 Mentors, Role Models & Career Development 13:19 Early Leadership Lessons 14:33 Managing M…