The Executive Podcast

57 North Financial Planning

Welcome to the Executive Podcast.  On today’s episode, we’re talking to Jake Bernardi, the co-founder and director of 57 North, about his bold leap from working in a large financial firm to starting his own financial advice company. He shares the risks he took, the challenges of building a brand while under an a non compete clause, and how he made his vision a reality. Jake also gives us a behind-the-scenes look at what makes financial planning juicy, plus, he’s got some great advice for anyone looking to enter the industry—and a passionate message for the next generation of financial planners. We'll also hear what excites him about 57 North, and the top three lessons he’s learned from his entrepreneurial journey. Tune in to hear Jake’s inspiring story and gain valuable insights into the world of financial planning. You won’t want to miss it!   Mentioned:  Traction: Get A Grip on Your Business by Gino Wickman https://www.amazon.co.uk/Traction-Get-Grip-Your-Business/dp/1936661837 [https://www.amazon.co.uk/Traction-Get-Grip-Your-Business/dp/1936661837]    You can find more information on 57 North here: https://57northfp.com/ [https://57northfp.com/] office@57northfp.com [office@57northfp.com] https://uk.linkedin.com/company/57-north-financial-planning [https://uk.linkedin.com/company/57-north-financial-planning] https://57northfp.com/contact [https://57northfp.com/contact/] facebook.com/57northfinancialplanning [http://facebook.com/57northfinancialplanning]    --   Follow The Executive Magazine   facebook.com/executivebusinessmagazine x.com/ExecutiveHNM https://uk.linkedin.com/company/executive-magazine-hnm [https://uk.linkedin.com/company/executive-magazine-hnm]   Subscribe to our free newsletter here https://www.inverness-courier.co.uk/newsletter/ [https://www.inverness-courier.co.uk/newsletter/]   Subscribe to HNM Digital+ here https://www.inverness-courier.co.uk/subscribe/ [https://www.inverness-courier.co.uk/subscribe/]  Recording: storyandstage.co/ [https://www.storyandstage.co/]  x.com/storyandstage_ [http://x.com/storyandstage_]  uk.linkedin.com/company/storyandstage [http://uk.linkedin.com/company/storyandstage]   We partner with stakeholders to keep you up to date with everything that is happening across all sectors within the north of Scotland economy.

Northern Recycling Solutions

Welcome to The Executive Podcast, the show where we talk to the individuals behind-the-scenes of successful businesses who will provide us with valuable insights, tips, and the unique perspectives which have fueled both their successes and challenges. In this episode, Ewan Calder, co-founder of Northern Recycling Solutions, shares how he and his sister started the company 15 years ago, focusing on confidential waste bins and expanding to meet various recycling needs.  They grew from a one-man operation to a business with nearly 40 employees, serving major sectors like healthcare and manufacturing. Ewan emphasises customer demand, a commitment to zero carbon, and recent investments in a £1 million facility. He reflects on the rewards and challenges of running a family business and the importance of strong leadership. With an emphasis on credibility, Northern Recycling Solutions remains committed to delivering on their promises and staying competitive in a dynamic industry.   You can find more information on Northern Recycling Solutions here: info@nrswm.co.uk [info@nrswm.co.uk] https://northernrecyclingsolutions.co.uk/ [https://northernrecyclingsolutions.co.uk/] https://www.facebook.com/nrswm [https://www.facebook.com/nrswm] https://www.instagram.com/northernrecyclingsolutionsltd/ [https://www.instagram.com/northernrecyclingsolutionsltd/] https://www.linkedin.com/company/northern-recycling-solutions-ltd/   --   Follow The Executive Magazine   facebook.com/executivebusinessmagazine x.com/ExecutiveHNM https://uk.linkedin.com/company/executive-magazine-hnm [https://uk.linkedin.com/company/executive-magazine-hnm]   Subscribe to our free newsletter here https://www.inverness-courier.co.uk/newsletter/ [https://www.inverness-courier.co.uk/newsletter/]   Subscribe to HNM Digital+ here https://www.inverness-courier.co.uk/subscribe/ [https://www.inverness-courier.co.uk/subscribe/]  Recording: storyandstage.co/ [https://www.storyandstage.co/]  x.com/storyandstage_ [http://x.com/storyandstage_]  uk.linkedin.com/company/storyandstage [http://uk.linkedin.com/company/storyandstage]   We partner with stakeholders to keep you up to date with everything that is happening across all sectors within the north of Scotland economy.

sfG Software

Welcome to The Executive Podcast, the show where we talk to the individuals behind-the-scenes of successful businesses who will provide us with valuable insights, tips, and the unique perspectives which have fueled both their successes and challenges. In this episode, we are joined by Ben Hosie, the product manager at sfG. Ben shares his journey to his current role, emphasising the importance of mentorship and community support. He discusses sfG’s services, including the introduction of sfG Wi-Fi. Ben highlights the company’s local focus approach to business, addressing recruitment challenges in the Highlands. The episode underscores the significance of networking and building connections, offering insight into how sfG helps thrive as a small friendly team with a giant service.   -- You can find more information on sfG here: sfgsoftware.com/ [https://www.sfgsoftware.com/] info@sfgsoftware.com [info@sfgsoftware.com] facebook.com/sfGSoftware [http://facebook.com/sfGSoftware] https://www.linkedin.com/company/sfg-software-ltd/?originalSubdomain=uk [https://www.linkedin.com/company/sfg-software-ltd/?originalSubdomain=uk] And Ben here:    https://www.linkedin.com/in/benhosie/?originalSubdomain=uk     --   Follow The Executive Magazine   facebook.com/executivebusinessmagazine twitter.com/ExecutiveHNM https://uk.linkedin.com/company/executive-magazine-hnm [https://uk.linkedin.com/company/executive-magazine-hnm]   Subscribe to our free newsletter here https://www.inverness-courier.co.uk/newsletter/ [https://www.inverness-courier.co.uk/newsletter/]   Subscribe to HNM Digital+ here https://www.inverness-courier.co.uk/subscribe/ [https://www.inverness-courier.co.uk/subscribe/]    We partner with stakeholders to keep you up to date with everything that is happening across all sectors within the north of Scotland economy.

Wright, Johnston & Mackenzie LLP

In this episode of the Executive Podcast, Angus, a partner at Wright, Johnston & Mackenzie's Inverness office, discusses his dual roles in leading a team and working as a corporate lawyer. Angus shares his journey into law, insights on the importance of interpersonal skills in legal practice, and the firm's approach to client interaction. He delves into Wright Johnson Mackenzie's private client work and corporate services, particularly in the context of the Highland region. Angus reflects on business succession planning, the importance of having an exit strategy, and the transformative potential of the Highland's growing opportunities, including the Freeport initiative. He also highlights initiatives supporting the local community and offers advice for young professionals and new businesses owners.   You can find more information on Wright, Johnston & Mackenzie here: 01463 234445 wjm.co.uk/  enquiries@wjm.co.uk  x.com/WrightJohnston?mx=2  linkedin.com/company/wright-johnston-&-mackenzie/   Book you slot to see their free panel at the Inverness Chamber of Commerce Highland Business Week Free Greenport on September 25th:  https://www.wjm.co.uk/events/freeport-event-what-businesses-need-to-know     --   Follow The Executive Magazine   facebook.com/executivebusinessmagazine x.com/ExecutiveHNM https://uk.linkedin.com/company/executive-magazine-hnm [https://uk.linkedin.com/company/executive-magazine-hnm]   Subscribe to our free newsletter here https://www.inverness-courier.co.uk/newsletter/ [https://www.inverness-courier.co.uk/newsletter/]   Subscribe to HNM Digital+ here https://www.inverness-courier.co.uk/subscribe/ [https://www.inverness-courier.co.uk/subscribe/]  Recording: storyandstage.co/ [https://www.storyandstage.co/]  x.com/storyandstage_ [http://x.com/storyandstage_]  uk.linkedin.com/company/storyandstage [http://uk.linkedin.com/company/storyandstage]   We partner with stakeholders to keep you up to date with everything that is happening across all sectors within the north of Scotland economy.

IDM Energy

Welcome to The Executive Podcast, the show where we talk to the individuals behind-the-scenes of successful businesses who will provide us with valuable insights, tips, and the unique perspectives which have fueled both their successes and challenges. In this episode of the Executive Podcast, we sit down with Ian, the founder of IDM Energy. We delve into Ian's entrepreneurial journey, discussing the origins of IDM Energy, its services, and its remarkable growth over the years. Ian shares insights into his background, including his early years working in his family's business and his transition from being an employee to a business owner. Ian also provides advice for aspiring entrepreneurs and shares what he believes are essential components for a successful business.    -- You can find more information on IDM Energy here: idmenergy.co.uk/ facebook.com/IDMEnergy [http://facebook.com/IDMEnergy] https://www.linkedin.com/company/idm-energy-limited/ [https://www.linkedin.com/company/idm-energy-limited/] info@idmenergy.co.uk And Ian here:  linkedin.com/in/iain-macphail-idm-group-scotland/ [http://linkedin.com/in/iain-macphail-idm-group-scotland/]   --   Follow The Executive Magazine   facebook.com/executivebusinessmagazine x.com/ExecutiveHNM https://uk.linkedin.com/company/executive-magazine-hnm [https://uk.linkedin.com/company/executive-magazine-hnm]   Subscribe to our free newsletter here https://www.inverness-courier.co.uk/newsletter/ [https://www.inverness-courier.co.uk/newsletter/]   Subscribe to HNM Digital+ here https://www.inverness-courier.co.uk/subscribe/ [https://www.inverness-courier.co.uk/subscribe/]  Recording: storyandstage.co/ [https://www.storyandstage.co/]  x.com/storyandstage_ [http://x.com/storyandstage_]  uk.linkedin.com/company/storyandstage [http://uk.linkedin.com/company/storyandstage]   We partner with stakeholders to keep you up to date with everything that is happening across all sectors within the north of Scotland economy.