Alan Smith
Wealth manager at Capital Partners, an independent wealth management company based in London. He focuses on understanding clients' money stories and providing tailored financial advice.
Best podcasts with Alan Smith
Ranked by the Snipd community
Aug 6, 2025 • 1h 2min
Financial Advisor Reveals: How To Outperform 92% of Professional Investors (Alan Smith)
Wealth manager Alan Smith, from Capital Partners, shares insights on transforming your financial future. He discusses the alarming rise of government debt and its hidden impacts on everyday purchasing power. Alan introduces a holistic approach to wealth management using the 'three Ps'—plan, portfolio, partner. He emphasizes the importance of financial independence plans and the relevance of diversified investments. The conversation also touches on the influence of AI on finance and the essential balance between technology and personal guidance in investment strategies.
Mar 26, 2026 • 1h 9min
Dan Haylett and Alan Smith: AI Is Compressing Technical Advice to Zero
Dan Haylett, a marketing director and financial planner experimenting with AI workflows. Alan Smith, a UK-based planner and CEO who has adopted AI in practice. They debate AI's rapid commoditization of technical advice. They discuss empathy's role, regulator and fiduciary risks, firm redesign for AI-first workflows, and which advisors will prosper as the industry bifurcates.
