TRAP: The Real Adviser Podcast 80 - CATHI HARRISON: The Girl's Got Verve
Sep 25, 2025
Cathy Harrison, the Founder and CEO of Verve, shares her inspiring journey in the finance world. She explains how the Verve incubator supports new advisers in launching independent firms, highlighting its cohort model and Royal London sponsorship. Cathy discusses the Verve Foundation's initiatives aimed at increasing access to finance careers, especially for women. She also touches on her multiple brand-building experiences and the future vision for Verve's integrated tech solutions. A must-listen for those interested in innovation in financial advice!
AI Snips
Chapters
Books
Transcript
Episode notes
Actively Review Pension Tax-Free Cash
- Consider claiming pension tax-free cash now if you risk losing capped allowances under future policy changes.
- Tailor decisions: weigh inheritance tax, gifting strategies and individual circumstances before acting.
Managers Chase Flows, Not Strategy
- Asset managers rapidly launch funds to capture flows into trending assets like gold.
- Advisors should resist chasing hot products and stick to documented allocation rules.
Use Specialist Recruiters For Planner Roles
- If you want to work in full financial planning, use specialist recruiters who understand the sector.
- Seek firms explicitly hiring junior planners into full-planning roles rather than generic moves between product sellers.
