Planner Unplugged – Roy Mcloughlin

Mouthy Money speaks to financial planners to better understand what makes them tick and how they can help people with their money.

This week, we speak to industry veteran and protection expert Roy Mcloughlin.

In this episode of Planner Unplugged, host Edmund Greaves speaks with financial services veteran and host of the new podcast Mañana Roy Mcloughlin.

They explore Roy’s extensive career, the value of collaboration and the importance of breaking down silos within the industry.

Roy offers insights into financial regulation changes, the growing role of technology and AI, and the urgent need for better training and recruitment of young financial planners. 

The conversation also reflects on the rewarding nature of client relationships and the need for the industry to evolve in order to meet changing expectations.

For the Mañana Podcast here.