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Welcome to Zomi Wealthcast, your go-to podcast series for in-depth conversations with seasoned finance professionals.
In each episode, we explore emerging trends, innovative technology, and career-building insights within the financial services industry – perfect for aspiring advisers, industry veterans, and anyone curious about the fast-evolving world of finance. Tune in to discover practical tips, expert opinions, and real-world stories that can guide you towards smarter financial choices and greater career success.
Welcome to the first episode of Zomi Wealthcast, hosted by Jordan Venter—an individual who is eager and inquisitive to learn all that there is in the financial services. In this kickoff interview, we’re joined by Charles Walker, Founder and CEO of Focus Selection, a top-tier financial services recruitment firm established in 2003. Drawing on 20+ years of industry expertise, Charles offers invaluable insights into building a successful career in wealth management, navigating regulatory changes, and mastering recruitment best practices.
In this episode, you’ll learn about:
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Disclaimer:
The views shared in this podcast are for general information only and do not constitute personal financial advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of an investment, product, or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed in this podcast are those of the participants and do not represent official guidance or regulation.
In this debut episode of Zombie Wealthcast, host Jordan sits down with Charles Walker, founder and CEO of Focus Selection. Charles shares his inspiring story, from joining the Air Force to becoming a leader in financial services recruitment.
We discuss the shifting landscape of the advisory world, including regulatory changes like RDR and Consumer Duty, the rise of AI and tech, and the massive generational wealth transfer on the horizon.
Charles also offers valuable advice for young professionals looking to break into the industry and what firms really look for in candidates today. A must-listen for anyone in or entering the financial planning space.
In this episode, we dive into Charles Walker’s incredible journey from the Royal Air Force to founding Focus Selection. We explore the evolution of financial services recruitment, trends shaping the advisory world, generational wealth transfer, AI in finance, and what it really takes to build a successful career in the industry today.
Charles Walker is the Founder and CEO of Focus Selection, a specialist recruitment firm established in 2003, with a core focus on the financial services industry.
With over 20 years of experience, Charles brings a wealth of knowledge and deep industry insight to the table. From his early days in the Royal Air Force to building one of the most respected niche recruitment businesses in the wealth management space, his journey is a testament to resilience, integrity, and people-first leadership.
Charles is passionate about matching the right talent with the right opportunities, and his long-standing commitment to relationship-driven recruitment has earned him a strong reputation across the UK’s financial advisory sector.
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