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Eclipse v2 2025

Hi there 👋

 

Here we are; the end of another crazily busy fortnight and hurtling towards the end of year shenanigans. Q3 is normally fairly restful (our annual conference aside) but there has been no let up this year, with Q4 already shaping up to be another hectic one. Caffeine on a drip for me for the near future! 
You can see from the links below why Q3 has been so busy, with me popping up on podcasts and on panels left, right and centre. The most recent one being HomeGame 5 by the lang cat, which was focused on New Blood. Firstly, I’d like to say that I really enjoyed them not shying away from using the term ’new blood’. I know people worry it’s a tad vampiric but, as their opening video explained clearly, new blood is essential for all living life forms. And if we think of financial services as a living, breathing form then the injection of new blood is something we are going to wither and die without (not even sorry for the dramatics!) 
 
The whole day was around why finance is a fantastic career, demystifying the sector to those outside of it, talking through some of the blockers we have and helping to create ideas for more people to join us, with effort required from all sides of the fence. This is something which is very close to my heart and has been for a long time, through: 
 
  • The Grad Scheme, our own recruitment programme at Verve, bringing fresh talent into finance and our business 
  • The Art of Finance, our B2C website, designed to showcase careers in finance to those outside of our bubble and set them on their path to getting their little toes in the door 
  • We Are Change, our funded programme via the Verve Foundation, covering the costs of a Diploma plus some training support to get more people to choose careers in finance and get them on the first rung of the ladder. 
 
Through these various initiatives, over the years, we have directly contributed to literally hundreds of people coming into finance, who maybe otherwise wouldn’t have known about it as a career option or, did know, but couldn’t afford to make the change. Hundreds. And, we’re tiny. There’s huge corporations in finance with way, way deeper pockets than we have. If we can have this much of an impact through just being scrappy and grafting at it, imagine the impact that could be had if more firms directed some of their extensive resource to it?
 
I posted recently (you can see below) about the fact we have 10 x as many applications as we have funded spaces on our Foundation programmes. That has always been the case on The Grad Scheme too; literally hundreds of applications for each cohort we bring on. Don’t believe that people aren’t choosing a career in finance - I promise you, they are. But it’s on us an existing eco-system to make space for them. To find them room and give them the freedom to apply their fresh approach, new skills and ability to mix things up. We will all be better off for it. 
 
Other links include a fascinating new AI paper from AdvisoryAI who are absolutely on a roll right now, as well as loads of CPD from us (in person and online) to round off the year and keep your compliance teams happy. And, speaking of compliance, for Verve Members the Dextera™ dashboard is bursting with more compliance updates 🤓
 
Wine recommendation of the week; as I have been travelling so much recently, some of my “tastings" have taken the form of wine in a can (fancy, I know). But they are genuinely getting better and better and these ones are pleasantly drinkable and, apparently, can match your outfit to perfection.
 
Have a wonderful weekend all,
 
Cathi-Purple
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📍 Humans Under Management - 12/11/2025

📍 Women in Financial Advice Awards - 12/11/2025

Our musings
Transform blog Cathi

Did somebody say... Transform?

Explore Cathi’s insights on Verve’s conference rebrand and why now is the perfect moment for businesses, and her business, to embrace transformation.

Read it here 🤓
Compliance switching service

Introducing an industry first...

Read about our latest revolutionary idea… the compliance switching service. Making compliance support upgrades seamless and stress-free for firms.

Read it here 🤓

Interesting stuff
The financial planning podcast

The Financial Planning Podcast

"Know what you're good at, and delegate the rest. That's how you get to enjoy your job!" Just one of many moments of wisdom from Cathi's podcast episode...

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TRAP the real adviser podcast

The girl's got Verve!

Hear Cathi on the latest episode of TRAP - taking you on a whistlestop tour of how Verve started, what we're up to and where we're going. 

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Whitepaper by advisoryai

From Paperwork to People Work: The Transformative Power of AI

Doubling adviser capacity can translate into a threefold increase in firm value. This whitepaper sets out the evidence and the roadmap to achieve it.

Check it out 🔎
FT Homeblood article

"You don't have to be an extreme extrovert to be a good planner"

A panel at the lang cat’s 'HomeGame' conference discussed the key characteristics fresh talent need to have to succeed as financial planners.

Check it out 🔎

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Silent Steps Challenge for our annual charity partner, 4Louis

257,659 steps each - each one representing a life lost too soon through miscarriage, stillbirth, or child death in 2023. Donate, share, or cheer us on!

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Trainee financial planner applications

20 x places to fill across two cohorts, and 217 applications...

"Believe me, people DO want to work in finance. They just need entry level roles to give them their foot in the door and I think this is where the real challenge is."

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Specialist Investments

With Foresight & Calculus Capital

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Grow on Tour 

With Verve, Quilter & Marlborough

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The AI series

Cathi is joined by London fintech company Saturn

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The AI series

Cathi is joined by CEO of the AI-assistant Marloo

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