Financial Insight

Author: IFA Magazine

IFA Magazines ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape.Featuring exclusive conversations with the most influential voices in financial services.
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Language: en

Genres: Business, Investing

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Podcast #165: The real value of financial planning beyond short-term performance, with First Wealth’s Anthony Villis
Episode 255
Wednesday, 1 April, 2026

In this week’s episode of IFA Talk, Jenny Hunter, Deputy Editor of IFA Magazine, and Editor Sue Whitbread are joined by Anthony Villis, Managing Director and co-founder of First Wealth, to discuss the real value of financial planning. While investment performance often dominates client conversations, the discussion explores how the true value advisers provide often lies elsewhere. Anthony shares his thoughts on how advisers can move conversations beyond short-term returns and towards purpose, long-term goals and better financial decision-making. The episode also touches on the role of human behaviour in how people manage their money. Anthony explains how biases and emotions can influence client decisions, and how advisers can help clients stay focused on the bigger picture during times of uncertainty or market volatility. We wrapped things up by considering what a great long-term adviser might look like in the future, and how the profession may continue to evolve as planning, behavioural coaching and deeper client relationships become even more important. We could have chatted to Anthony for much longer than we had time for, so I’m sure we’ll see him again on the podcast soon to chat about even more interesting topics.