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

You can find more information on 57 North here:

https://57northfp.com/

office@57northfp.com

https://uk.linkedin.com/company/57-north-financial-planning

https://57northfp.com/contact

facebook.com/57northfinancialplanning

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Recording:

storyandstage.co/

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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.

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

https://northernrecyclingsolutions.co.uk/

https://www.facebook.com/nrswm

https://www.instagram.com/northernrecyclingsolutionsltd/

https://www.linkedin.com/company/northern-recycling-solutions-ltd/

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Subscribe to HNM Digital+ here

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Recording:

storyandstage.co/

x.com/storyandstage_

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.

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.

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You can find more information on sfG here:

sfgsoftware.com/

info@sfgsoftware.com

facebook.com/sfGSoftware

https://www.linkedin.com/company/sfg-software-ltd/?originalSubdomain=uk

And Ben here:

https://www.linkedin.com/in/benhosie/?originalSubdomain=uk

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Subscribe to HNM Digital+ here

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.

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

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Recording:

storyandstage.co/

x.com/storyandstage_

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.

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.

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You can find more information on IDM Energy here:

idmenergy.co.uk/

facebook.com/IDMEnergy

https://www.linkedin.com/company/idm-energy-limited/

info@idmenergy.co.uk

And Ian here:

linkedin.com/in/iain-macphail-idm-group-scotland/

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Follow The Executive Magazine

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Subscribe to our free newsletter here

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Subscribe to HNM Digital+ here

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Recording:

storyandstage.co/

x.com/storyandstage_

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.

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 welcome Laura from Innes & Mackay, a firm of solicitors and estate agents specialising in family, private, and property law. Laura shares her unique career path, which includes taking an alternative route to becoming a solicitor while balancing being a single mother.

We explore how the firm has adapted to modern challenges, and the importance of supporting local businesses. Laura highlights the firm's commitment to fostering local talent and the community in the Highlands, and discusses current issues and recruitment challenges. We also cover Innes & Mackay's 150 year history and their ethos of promoting local support and a positive work-life balance.

You can find out more about Innes & Mackay here:

https://innesmackay.com/

info@innesmackay.com

https://www.facebook.com/InnesandMackay/?locale=en_GB

https://www.linkedin.com/company/innes-&-mackay/?originalSubdomain=uk]

https://www.linkedin.com/in/laura-cormack-986a86103/

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twitter.com/ExecutiveHNM

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Subscribe to our free newsletter here

https://www.inverness-courier.co.uk/newsletter/

Subscribe to HNM Digital+ here

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WATCH The Executive Podcast: Uncut here

https://youtu.be/KbH-WAVNltk

We partner with stakeholders to keep you up to date with everything that is happening across all sectors within the north of Scotland economy.

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 special episode of The Executive Podcast - we supported Parklands Carecast with their episode finale - An Audience with Ron Taylor, the Managing Director of Parklands Care Home.

With Parklands operating for thirty years and establishing eleven care homes (during time of recording), the company offers a wide range of care needs to their residents across the Highlands and Moray.

Throughout the interview, which features a recent guest of The Executive podcast Eleanor Bradford, Ron speaks about his passion, which stems from his own experience caring for his grandfather, which instigated Parklands core values and to deliver the highest standards in their tailored and individual care needs for residents.

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You can find more information on Parkland Care Homes here:

https://www.parklandsgroup.com/

https://www.linkedin.com/company/parklands-cares/

https://www.instagram.com/parklands_cares

https://x.com/ParklandsCares

https://www.youtube.com/channel/UC_z8Jh0_2V5gmDqMDgyWSxw

Listen to the Parkland Care Cast

https://open.spotify.com/show/0S5h7hiQsbG0IRHnib8ylX

https://podcasts.apple.com/au/podcast/parklands-carecast/id1707829267

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Follow The Executive Magazine

facebook.com/executivebusinessmagazine

twitter.com/ExecutiveHNM

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Subscribe to our free newsletter here

https://www.inverness-courier.co.uk/newsletter/

Subscribe to HNM Digital+ here

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.

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 speak to Eleanor Bradford, the head of Corporate Communication at Spey.

Spey is a PR and Marketing agency headquartered in Speyside with supporting offices in the historic port of Lieth. Spey provides consumer and corporate PR, social media and content services in Scotland beyond.

Eleanor has had a varied career having worked as a journalist, spent a spell at the BBC before going on to PR.

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You can find more information on Spey here:

https://spey.scot/

https://uk.linkedin.com/company/wearespey

https://www.instagram.com/wearespey/?hl=en

https://twitter.com/WeAreSpey

And find Eleanor here:

https://uk.linkedin.com/in/eleanor-bradford-34285421

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Follow The Executive Magazine

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Subscribe to our free newsletter here

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Subscribe to HNM Digital+ here

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.