{"podcast":{"title":"BWD: In The Know","slug":"bwd-in-the-know-6569109","podcast_index_feed_id":6569109,"rss_url":"https://feeds.acast.com/public/shows/64c8f6eb243b4a0010cb8e10","website_url":"https://shows.acast.com/bwd","image_url":"https://assets.pippa.io/shows/64c8f6eb243b4a0010cb8e10/1691054775770-45778e13c1e079c2ad4ae4c2d6df4af9.jpeg","author":"BWD","episode_count":50,"summary":"Join us for expert interviews, engaging panel discussions, and recruitment insights. Listeners can expect to gain a deeper understanding of market trends, hear real-life success stories, and get practical advice on navigating the job market. \"Offering a unique and dynamic platform for professionals in the financial services industry, our podcast aims to foster meaningful conversations, share valuable knowledge, and create opportunities for personal and professional growth in the ever-evolving financial services sector.\" - James Walker, Managing Director | BWD. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-06-05T08:21:33.028258+00:00","page_url":"https://stenobird.com/podcast/bwd-in-the-know-6569109"},"episode":{"title":"Future Fit Financial Planning: In Conversation with Paul Miller","slug":"future-fit-financial-planning-in-conversation-with-paul-miller","published_at":"2026-04-30T11:24:38+00:00","page_url":"https://stenobird.com/podcast/bwd-in-the-know-6569109/future-fit-financial-planning-in-conversation-with-paul-miller","show_page_url":"https://stenobird.com/podcast/bwd-in-the-know-6569109","url":"https://shows.acast.com/bwd/episodes/in-conversation-with-paul-miller","audio_url":"https://sphinx.acast.com/p/open/s/64c8f6eb243b4a0010cb8e10/e/69f33629ad985792891daf28/media.mp3","summary":"CRM Wars: Endgame for the Legacy? In conversation with Paul Miller In this episode, James is joined by  Paul Miller  to explore why most financial planning firms don’t have a true tech strategy, and why that’s becoming a serious risk. After leading technology at IWP, one of the UK’s early consolidators, Paul has seen first-hand what happens when multiple firms attempt to operate as one, with different systems, inconsistent processes and fragmented data underneath it all. At the centre of the problem is the assumption that the CRM is the source of truth; when in reality, it often isn’t. In this episode, they discuss: Why most firms don’t have a true tech strategy The limitations of CRM as a “source of truth” The challenge of integrating multiple firms and systems A practical approach to improving data without stopping the business The hidden risks of “shadow AI” Why data quality is becoming critical in M&A valuations Why AI will amplify problems if the data isn’t right This episode offers a practical and honest look at the infrastructure behind advice firms — and why getting the foundations right matters more than ever. If you’re a financial planner, firm owner or leader thinking about data, systems or AI, this episode is for you. Hosted on Acast. See acast.com/privacy for more information.","meta_description":"CRM Wars: Endgame for the Legacy? In conversation with Paul Miller In this episode, James is joined by Paul Miller to explore why most financi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4355,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/bwd-in-the-know-6569109/episodes/future-fit-financial-planning-in-conversation-with-paul-miller/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/bwd-in-the-know-6569109/future-fit-financial-planning-in-conversation-with-paul-miller.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}