IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.
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Co-hosted by the dynamic duo Ryan Hicks & Zack Fishman, Modrn Business is an award-winning, interview-style podcast that spotlights franchising's brightest executives. Follow along each week as we uncover franchising's top technology trends, the hottest franchise industries to invest in, ways to improve your own franchise business and how to potentially become a franchisee.
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Supplier Wire 039: Kyle McEuen, SVP of ProfitKeeper
46:22
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In this Supplier Wire Series episode of Modrn Business Podcast, Ryan Hicks chats with Kyle McEuen, SVP of ProfitKeeper. ProfitKeeper is the ultimate franchise analytics platform that empowers every franchisor and franchisee to achieve more.Ryan & Kyle discuss how ProfitKeeper turns financial and operational franchise data into actionable insights, …
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The “Express” Route to Franchise Success with Stephen Shields
51:08
51:08
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51:08
The Incredible Story of Stephen Shields: The multi-unit Express Employment Professionals Franchisee put everything on the line at 26 years old. He moved to Joplin MO (where he knew nobody) and built the American Dream.Listen to this episode to hear his playbook. Share it with someone you know! This story needs to be told. Episode Summary: In this s…
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Podcast #91: How to break down barriers and capitalise on demand, with Karen Barret from Unbiased
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15:18
In this week’s episode of IFA Talk, we tackle a pressing issue: the financial advice gap. Did you know that in 2023, 10 million people sought financial advice, but only 4 million received it? That leaves a staggering 6 million people without the guidance they need. Brandon and Jenny sit down with Karen Barret, CEO and Founder of Unbiased, to explor…
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Podcast #90: The 2024 Game Plan: Markets, Politics, and the Rise of AI in Finance with Canada Life’s Jordan Sriharan
15:08
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In this week's episode, Brandon and Jenny chat with Jordan Sriharan, a Fund Manager at Canada Life Asset Management, to break down what’s ahead for the rest of 2024. Jordan talks about all the big stuff, such as how fund managers like himself are adjusting to all the shifting pieces in the markets, changes in UK interest rates and what the upcoming…
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Podcast #89: Are we set for more market volatility? With Jupiter AM’s Huw Davies
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Sue and Brandon’s guest on this week’s IFA Talk podcast is Huw Davies, an Investment Manager in the Fixed Income - Absolute Return team, at Jupiter Asset Management.Von IFA Magazine
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Why This Lawyer Wanted To Bring Her Vietnamese Heritage To Franchising With Bun Mee
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39:08
In this episode, Zack hops on with Bun Mee’s CEO & Founder, Denise Tran. We discuss her founding story, how she went about educating consumers on Vietnamese cuisine, where she believes her best opportunities for growth are, where she sees the brand in 3-5 years and how she’s creating franchising’s first Vietnamese food powerhouse.…
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I&P Podcast #7: How can advisers help clients navigate end of life planning? With Everest’s Mark Wood
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In this week’s edition of the podcast, Sue and Brandon are turning their attention to end of life planning. Specifically, about how advisers can help clients to prepare for that eventuality. Their expert guest is Mark Wood, Chairman at Funeral Concierge Service, Everest.Von IFA Magazine
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Exploring Franchising & Eatertainment with Franchise Times Editor-In-Chief, Laura Michaels
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42:57
In this episode, Zack dives into all things “eatertainment” with one of franchising’s foremost investigate journalists, Laura Michaels, Editor-In-Chief of Franchise Times. We discuss the industry’s viability, which modulars will emerge, the international influences of the category, the types of franchisees these brands should target and the pitfall…
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Back To School: Inside The Immigrant-To-CEO Story of Hao Lam, CEO & Co-Founder of Best In Class
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In this episode, Zack chats with the CEO & Founder of Best In Class, Hao Lam, to learn the inside scoop on his founding story, how they use AI in their business to educate children, their ideal franchisee profile and how they measure up to their competitors.Von Modrn Business Podcast
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Podcast #88: Consumer Duty one year on - has it really been a game changer for advice firms? With Matt Wood, MD at AMFA
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16:08
As we look back on the first year of the FCA’s new Consumer Duty, we wanted to find out what it has actually meant for IFA and wealth management businesses in practice. Questions like what does Consumer Duty look like for advisers now? What’s actually changed on the front line within advice businesses? Were advice firms really ‘already doing it’ as…
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2024 Trends In Consumer & Franchise Marketing With Diane Phibbs, EVP & CCO of Franchise Update Media
48:02
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48:02
In this episode, Zack catches up Franchise Update Media’s EVP & Chief Content Officer, Diane Phibbs. We dive deep into all things franchise marketing and franchise development; covering trends that have evolved the space for better (and for worse). Additionally, we get into how to take the data the Annual Franchise Marketing Report & Annual Franchi…
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Podcast #87: Consumer Duty one year on - Is it doing what it says on the tin? with Dynamic Planner’s Chris Jones
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In this week’s IFA Talk podcast Sue and Jenny are marking the first anniversary of the Consumer Duty by exploring what the new reality has actually been like for financial advisers over this past year. So, is it doing what it says on the tin?Von IFA Magazine
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Latest & Greatest: July's F&B State of the Union With Cherryh Cansler Of Fast Casual Magazine
46:09
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46:09
In this MB episode, Zack dives into a vast array of topics with the Queen of Fast Casual (also the Editor of Fast Casual Magazine), Cherryh Cansler. We discuss technology within F&B, trends with sweets/treats, the rise (and fall) of different food trends and all about the events Fast Casual puts on each year.…
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M&P Podcast #9: The role of building societies in the specialist lending market
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17:34
On today’s episode of IFA Talk, we bring you a mortgage and property special with a focus on the role of building societies in the specialist lender market and the mortgage market in general. To help us through this discussion, our guest this week is Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley and Rugby Building Society.…
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Children's Music Education's Place In Franchising's Burgeoning PE Market With Bach To Rock
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38:37
In this episode, Zack discusses the role Bach To Rock, America's 2nd largest music education brand for children, plays in the massive influx of capital going into children's services today. We get into Bach To Rock's typical franchisee, why the market is so hot currently, the role children's enrichment plays in today's society and their plans for p…
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Podcast #86: Succession shares their strength and passion for the present and future of the M&A market
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This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions (M&A). More and more businesses are choosing to explore a potential merger or sale of their companies, whether it be due to upcoming retirements or increasing regulatory costs, as a way of ensuring their and their …
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Art Of The Deal: Inside The World Of Private Equity With Alicia Miller
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In this episode, Zack dives into the world of private equity with one of franchising’s biggest experts, Alicia Miller of Emergent Growth Advisors. We discuss her most recent book, Private Equity In Franchising, along with many of the concepts within that she explores. If you’re looking to learn about the inner-workings of how this side of franchisi…
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Paul Rocchio & Tom Portesy Discuss IFA Supplier Board and More
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49:55
In this Modrn Business episode Ryan speaks with the Chair of the Supplier Advisory Forum, Thomas Portesy and the VP of development, Paul Rocchio on all things IFA.Von Modrn Business Podcast
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Podcast #85: Axyon AI explores the transformative impact of AI on the asset management industry
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21:08
This week’s podcast will be focusing on a hot topic of the moment, AI and how this impacts the investment industry. We are living in a world of rapid technological innovation, where AI is on an exponential upward curve. The asset management industry stands on the edge of a transformation and has potentially a lot to benefit from these advancements.…
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Do The Robot: How This Children's Engineering Brand Is Creating America's Next Rocket Scientists
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39:18
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39:18
Children’s education is an inflection point. America’s children are falling behind in reading, math and science like never before! In this episode, Zack chats with CEO & Founder of Brooklyn Robot Foundry, Jenny Young, about the role they’re playing in trying to combat this issue. By teaching kids to fail gracefully, work with their hands and think …
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Ryan Parsons, CEO of Evive Brands
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51:55
In this Modrn Business episode, Ryan chats with the CEO of Evive Brands, Ryan Parsons. Evive is a Riverside Platform company consisting of: Assisted Living Locators, Executive Home Care, Graysons, and The Brothers That Just Do Gutters.Formerly, Ryan Co FoundedThe Brothers That Just Do Gutters and grew it to over 100 locations before being acquired …
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I&P Podcast #6: Getting it right first time – the importance of policy ownership with Gregor Sked, Royal London
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15:53
Insurance and protection as part of financial planning can often be overlooked or treated as an afterthought when in reality it should form part of the cornerstone of financial planning for many clients. So, on this week’s podcast Jenny and Brandon focus on insurance and protection, and in particular policy ownership, with their guest Gregor Sked, …
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Podcast #84: What does the FCA’s Retirement income review mean for advisers? With BNY Investments’ Richard Parkin
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20:56
Has your client retirement proposition evolved following the publication of the FCA's thematic review of retirement income advice? In March, the FCA wrote to the Chief Executives of financial advice firms asking them to review their processes when providing retirement income advice. This thematic review has pretty massive implications for the advic…
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Podcast #83: Purely Paraplanning - The lang Cat’s Steve Nelson on the findings from the recent State of the Advice Nation report
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22:34
Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is for you. This week, Sue and Brandon speak to The Lang Cat’s Steve Nelson about their sixth annual State of the Advice Nation report – all about Paraplanning. It’s refreshing to hear such an influential and successful organi…
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Lots To Bark About: How K9 Resorts Plans To Become The Ritz Carlton Of Pet Hotels
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36:49
In this episode of Modrn Business, Zack chats with Co-Founder of K9 Resorts, Jason Parker, on all things pet services. We get into their differentiators vs others in the pet hospitality space, their recent $10M investment for a current franchisee, why the pet services industry has PE so interested and why pet services is one of franchising’s best b…
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I&P Podcast #5: Why protection is the key to your clients’ financial resilience, with Lloyds Banking Group’s Rose St. Louis
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On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly charismatic and influential voice that is Rose St Louis, Protection Director at Lloyds Banking Group. Their conversation with Rose, formerly a financial adviser herself, is perfect for today’s Consumer Duty landscape. Not onl…
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Podcast #82: What have been the main impacts of Consumer Duty on advisers so far? With Benchmark’s Gillian Hepburn
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22:37
Sue and Brandon’s guest on this week’s IFA Talk is Gillian Hepburn, Commercial Director of Benchmark, a leading provider of financial planning solutions and a part of the Schroders Group. In this episode, their conversation drills down into why Consumer Duty is about evolution not revolution and also some of the finer points about how the industry …
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Sliding Towards Relevance: Behind The Rise Of Slick City With CEO & Founder Bron Launsby
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34:33
In this episode, Zack “slides” into the family entertainment center space with Bron Launsby of Slick City. Why is PE so interested in this space? What made this former franchisee become a franchisor? Why slides? We answer this and more in this interview!Von Modrn Business Podcast
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Podcast #81: Should CGT replace IHT? Talking tax fallout after the Spring Budget with Ex-HMRC tax inspector, Gravita’s Tom Adcock
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26:21
Sue and Brandon’s guest on the podcast today is Tom Adcock, Tax Partner at Gravita – and a former HMRC tax inspector.Von IFA Magazine
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Supplier Wire 038: How to Create Sales-Driven Email Outreach to Drive Revenue with SalesDesk
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42:45
In this Supplier Wire Series episode of Modrn Business Podcast, Ryan Hicks chats with Morgan Smith, President of SalesDesk. SalesDesk provides lead generation for franchise development and commercial lead generation for franchisees.Ryan & Morgan discuss how SalesDesk drives success for franchise systems through innovative lead generation strategies…
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I&P Podcast #4: What do protection policies mean for your clients? With Beagle Street’s Ryan Griffin
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19:42
In this week’s Insurance and Protection special edition of our IFA Talk podcast, Sue and Brandon’s guest is Ryan Griffin. Ryan is Protection Director at dedicated life insurance provider, Beagle Street.Von IFA Magazine
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Heating Up: A Welcome Back To Restaurant M&A with Danny Klein of FSR & QSR Magazine
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In this Modrn Business episode, Zack sits down with QSR & FSR’s Editorial Director, Danny Klein, to talk about all things restaurant M&A so far in 2024. We go through the deals that surprised us, the deals we loved, the reasons behind some of these bankruptcies and the rumors we’re seeing in the space. M&A in the restaurant space is back, baby!…
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Podcast #80: Why MPS providers aren’t all the same - putting the client and adviser outcomes first with 8AM’s Paul Hogg
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14:39
Sue and Brandon’s guest this week is Paul Hogg, Head of Distribution at 8AM. 8AM are providers of data-driven investment solutions in the model portfolio space, with a clear evidence and outcomes based focus.Von IFA Magazine
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Fact or Fiction: Diving Deep Into Franchising's Growing Health/Wellness Space with REP'M Group
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36:47
In this episode, Zack chats with REP'M Group Co-Founders Rob Cambruzzi and Nick Sheehan about the trends within franchising's health, wellness & beauty space. What's makes a brand grow? What prohibits one from taking off? What is PE looking for? All is that is covered here!Von Modrn Business Podcast
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Podcast #79: Is it time to rethink property funds? With Gravis’ Matthew Norris
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15:42
In this conversation with Sue and Brandon, Matthew Norris, Head of Real Estate Securities and adviser to the VT Gravis Digital Infrastructure Income and VT Gravis UK Listed Property strategies at Gravis, drills down into exactly how it’s changed, into why it’s no longer about offices and shopping centres. As he explains, it’s now all about next gen…
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Supplier Wire 037: Using Affordable Offshore Talent to Scale Your Franchise
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38:43
In this Supplier Wire Series episode of Modrn Business Podcast, Ryan Hicks chats with Brad Stevens, Founder & CEO of Outsource Access. Outsource Access helps franchisors and franchisees redefine how they scale with highly talented, affordable talent from the Philippines to drive revenue & profitability.Ryan & Brad discuss why Outsource Access was f…
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M&P Podcast #8: The importance of having a survey when buying property with Matthew Cumber
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14:32
Our guest on this week’s special Mortgage and Property edition of IFA Talk is Matthew Cumber, MD of Countrywide Surveying. Countrywide are one of the largest surveyors in the UK with around 500 employed surveyors on the team. Tune in to hear Matthew explaining in detail to Sue and Brandon all about the different types of survey that buyers can choo…
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Podcast #78: Is now the time for more defensive assets within an investment strategy? with Ninety One’s Jason Borbora-Sheen
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In today’s podcast, Sue and Brandon thought it was the ideal time to talk about defensive assets and find out where there might be some decent investment opportunities for those looking to diversify their portfolios just now. This week’s guest– a friend of the podcast as this is his third time on IFA Talk - is Jason Borbora Sheen, Diversified Incom…
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See The Light: Red Light Therapy In Franchising With Avanti Body
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50:01
In this episode, Zack opens up the Modrn Business audience to the world of “red light therapy” with CEO & Founder, Terri Simpson and President, Andrea Dobkin, of Avanti Body. We discuss the founding story, the viability of red light therapy, how they educate their customers/franchisees/land lords about the industry, an exciting new announcement and…
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I&P Podcast #3: Family Income Benefit – an under-advised protection product with Shelley Read, Royal London
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Shelley Read, Senior Protection Technical Manager at Royal London joins Jenny and Brandon to give our listeners all they need to know about FIB. As well as highlighting what types of clients could benefit from having conversations around this type of protection which should help advisers identify opportunities to help those most in need.…
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Supplier Wire 036: How to Scale Your Franchise with Lizzy Young of DevHub
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32:42
In this Supplier Wire Series episode of Modrn Business Podcast, FSN VP of Business Development Jake Fishman chats with Lizzy Young, Director of Franchise Engagement for DevHub. DevHub is a CMS truly built for franchises - where you can scale and integrate freely with the support you need, when you need it.Jake & Lizzy discuss Lizzy's years of exper…
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M&P Podcast #7: Why the green agenda is important to the housing market with Coventry’s Jonathan Stinton
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Back for his second visit to the IFA Talk Studio, our guest this week is Jonathan Stinton, Head of Intermediary Relationships at Coventry Building Society. Coventry has recently produced an influential report entitled “Beyond the Bricks” which looks in detail at what a green housing market really would look like. It’s an interesting conversation an…
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Paul Flick, Founder of Premium Service Brands
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36:10
In this MB episode, Zack chats with Paul Flick, founder of one of the original home service platforms, Premium Service Brands. We discuss the secret behind his shared service model, how he’s adding revenue streams for his franchisees, his investment thesis, how they’re taking advantage of the current economic climate and how they use technology to …
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Supplier Wire 035: Driving Franchisee Reviews & Revenue with Oscar Wimshurst of NiceJob
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43:24
In this Supplier Wire Series episode of Modrn Business Podcast, FSN VP of Business Development Jake Fishman chats with Oscar Wimshurst, Senior Partnerships Manager of NiceJob. NiceJob is a Reputation Marketing platform helping franchisees get 4x the reviews and 2x the sales.Jake & Oscar discuss Oscar's background, what "reputation marketing" is, an…
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Podcast #77: Later-life finance options for clients. With Standard Life Home Finance’s Kay Westgarth
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13:57
Helping older clients to raise finance is becoming an increasingly important part of the advice process. Our guest on IFA Talk today is Kay Westgarth, Sales Director at Standard Life Home Finance. Kay is highly experienced in this area and is keen to raise awareness amongst advisers of the range of later life finance options for the over-55s.…
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M&P Podcast #6 Sustainability special: How can retrofitting shake up the mortgage market? With Mike Lindsay-Bailey and Thomas Farquhar
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16:21
In this eco-friendly edition of our IFA Talk Mortgage and Property special podcast, Sue and Brandon have two great guests to share their knowledge and insight about retrofitting homes and installing energy-saving tech – and the financing of such projects.Von IFA Magazine
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Jamie Krasnov, CEO of Apex Leadership
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35:30
In this MB episode, Zack returns to the children’s service space, this time with Jamie Krasnov, CEO of Apex Leadership. We discuss the viability of the children’s service space as a whole, where Apex plays a role in its success, the massive addressable market for school fundraising, their ideal franchise candidate and much more!…
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Inside The Mind of A Brand President: Paul Ebert
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In this special Modrn Business episode series "Inside the Mind of a Brand President" Zack speaks with Paul Ebert, President of HFC's Aussie Pet Mobile and Two Maids.Von Modrn Business Podcast
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I&P Podcast #2: What’s going on in protection and why does it matter? With MetLife’s Rich Horner
15:03
15:03
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15:03
Rich Horner, Head of Individual Protection at MetLife UK is Sue and Brandon’s guest on this week’s IFA Talk podcast and is particularly focused on growing the reputation and take up of protection products as a key part of the financial planning process.Von IFA Magazine
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Kris Stuart, COO of Bloomin’ Blinds
36:28
36:28
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36:28
Zack welcomes back Bloomin’ Blinds to the show, this time with COO Kris Stuart! We dive deep into the “build” vs “buy” technology stack discussion, how they’ve implemented AI in the brand, why Bloomin’ Blinds is a viable investment today and updates on the brand since they last were on MB in 2020.Von Modrn Business Podcast
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