We chat to Adrian Murphy of Murphy Wealth about his role, the best piece of tech he’s introduced to his business, and what he’d be doing if he wasn’t a financial planner.

    What do you like most about your role?

    Working with people is the best part of my job, both clients and colleagues. I’ve always been a people person, and as the business has grown, we’ve been lucky enough to choose to work with clients and colleague we look forward to seeing every day.

    What’s been the most successful change you’ve made to your business?

    Focusing on life planning and our ‘human-first’ approach to financial planning. Over the years we’ve been gradually moving the business away from the old IFA model (we’ve been around for 40 years after all). I think the biggest change came in 2019 when I started training with the Kinder Institute, and we’ve gone on to develop our proposition from there.

    What’s the best piece of tech you’ve introduced to your business?

    Moneyinfo, which delivers a white labelled, mobile friendly client portal for financial advisers and wealth managers. 

    From a client and business perspective this has been a great addition to our tech stack. Our clients love it, it’s now our primary communication tool after the phone, and we see it becoming ever more important as we engage with our clients on an even more regular basis.

    If you could change one thing about the profession, what would it be?

    I would scrap the regulator and create one which genuinely protects the consumer and doesn’t penalise the financial planning sector.

    What would you be doing if you weren’t a financial adviser?

    I’d be a full-time DJ, triathlete, and in my spare time, a golfer. 

    Music has always played a huge part in my life and under different circumstances I might have pursued that as a career (I can still be caught behind the decks out an about in Glasgow!).

    I’ve recently discovered the joy of triathlons having done a number of events, including the Ironman. I’d travel the world competing if I had the time.

    Golf is my eternal frustration. Every winter I promise myself I’m going to commit to a program of improvement so I can compete at a high level again, but life always gets in the way.

    What one word sums you up and why?

    Determined. Once I set my mind to something, I see it through. 

    I’ve been known to set ambitious targets and goals in my life, but even if they seem unlikely at the time, I always see them through. Not always immediately, but once it’s out of my mouth, it’s going to happen!

    Which three people would you invite to your dream dinner party?

    Billy Connolly - probably the funniest man ever to walk the face of the earth. Barak Obama for his intellect and humour too and Stevie Nicks because she must have some amazing stories as well as fronting one of my favourite bands of all time.

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