SOFI meets... cover art

SOFI meets...

SOFI meets...

By: SOFI ai
Listen for free

About this listen

 SOFI Meets… is the new podcast from SOFI AI, where the UK’s leading voices in pensions, insurance, wealth and investment step out from behind the headlines. Hosted by Stuart Breyer, CEO of mallowstreet, each episode goes beyond the market noise to uncover the real stories, experiences and insights shaping the financial services landscape today.SOFI ai Economics Personal Finance
Episodes
  • SOFI meets... Ed Gascoigne

    SOFI meets... Ed Gascoigne
    Oct 17 2025

    Stuart Breyer interviews Ed Gascoigne, chartered financial planner at St James' Partnership and FLM, exploring the evolution of financial planning and how AI is changing the profession. They discuss the importance of deep empathy in understanding clients' needs and why financial planning has never been more crucial in today's world of rising taxes and longer lifespans
    Show More Show Less
    17 mins
  • SOFI meets... Jenny Segal

    SOFI meets... Jenny Segal
    Oct 10 2025

    Jenny Segal, author and workplace culture expert, joins Stuart Breyer to explore why resilience is not just a soft skill but a strategic capability for businesses. She shares insights from her research showing that 38% of resilience trials are work-related and how "people are a compounding asset" that organisations must invest in.
    Show More Show Less
    13 mins
  • SOFI meets... Alexandra Loydon

    SOFI meets... Alexandra Loydon
    Oct 3 2025

    Alexandra Loydon, Group Director of Advice at St James' Place, joins Stuart Breyer to explore how AI is transforming financial advice delivery without replacing advisors. Alex shares how SJP is using tools like Chat SJP to help advisors navigate complex frameworks, enabling them to spend more time with clients.
    Show More Show Less
    11 mins
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.