07
Oct
2025

Event:

Accord Talks Podcasts Part 1: Fact find and meeting

Organiser:

ESG Accord (Accord Initiative)

Audience:

Financial Advisers, Everyone

Accord Talks Podcasts - a special series of four podcasts for Good Money Week – CLICK HERE FOR MORE INFO

Join hosts Elly Dowding and Lee Coates OBE as we mark Good Money Week 2025 with a dedicated four-part Accord Talks podcast series — designed to support financial advisers in helping clients make informed decisions and better choices. 

The episodes will feature expert insights from the FCA, the advice community, and leading voices from the fund management and DFM sectors, tackling real-world challenges and solutions across the advice process.

Subscribe now on Spotify (also available on Apple, Amazon and Pocket Casts). 

 

Part 1: Fact find and meeting 

(Accord Talks Episode 4)

How can advisers address sustainability right from the start? We explore good practices and potential pitfalls at the fact-find and meeting stage.