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Latest episodes
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When one partner is gone, does the client relationship go with them?
October 14, 2026 · 27 minWhat happens to a client relationship when one partner is no longer there? In Episode 4 of Conversations That Matter, Alex Funk is joined by Gillian Hepburn from Vanguard to explore why advisers need to build meaningful relationships with…
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The best advisers don’t have all the answers. They ask better questions.
September 9, 2026 · 23 minIn episode 3 of Conversations That Matter, Melissa Kidd, Director of Motem, joins host Alex Funk to explore how advisers can communicate value before discussing fees. They discuss the importance of asking better questions, understanding…
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The volatility call: coaching clients through market stress.
August 19, 2026 · 26 minSasha Dickson PCC, Founder of Park Street, joins us to explore what happens when markets fall, emotions take over, and clients feel the need to act. Drawing on her experience in financial markets and performance psychology, Sasha shares…
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How financial advisers can remain visible to clients in the age of AI.
July 22, 2026 · 29 minPhil Bray, founder of The Yardstick Agency, shares practical strategies to help financial advisers improve their visibility, build trust, and stay discoverable in an AI-driven world.
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Introducing 'Conversations That Matter' - the PMX podcast, hosted by Alex Funk.
July 2, 2026 · 1 minConversations That Matter is a podcast for financial advisers who want to spend less time on administration and more time delivering meaningful advice to their clients.In our pilot episode, we introduce the vision behind the podcast and…
About the show
Conversations That Matter is the PMX podcast hosted by Alex Funk, featuring insightful discussions with industry leaders, innovators, and financial advice professionals. Each episode explores the strategies, trends, and ideas helping advisers save time, strengthen client relationships, and build better businesses, so they can focus on the conversations that matter most.