SOFI meets...

SOFI Meets… is the new podcast from SOFI AI, where the UK’s leading voices in pensions, insurance, wealth and investment step out from behind the headlines. Hosted by Stuart Breyer, CEO of mallowstreet, each episode goes beyond the market noise to uncover the real stories, experiences and insights shaping the financial services landscape today.

SOFI meets... is a business podcast hosted by SOFI ai, with 22 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

SOFI ai hosts SOFI meets..., a business show with 22 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #7

  SOFI meets... James Rainbow

  Aug 12, 202613 minS3

  "We are more so than at any point in my career within touching distance of making that dream a reality." James Rainbow, CEO of St. James's Place Wealth Management, joins Stuart Breyer to explore the UK's looming advice capacity crunch, the role of AI in unlocking operational leverage for advice businesses, and what it will take to get more people into advised relationships. With 9% of UK adults currently in an advised relationship and adviser demographics ageing rapidly, the stakes for institutional players across wealth and pensions have never been higher.

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  Episode #6

  SOFI meets... Mike Ryan

  Jul 29, 202615 minS3

  "AI compounds that problem 100x because you can pull in information at a breathtaking speed. It sounds smart. So you have this risk of very well organised, very smart sounding, completely wrong information driving your conclusions." Mike Ryan, CEO and co-founder of Bullet Point Network and former Goldman Sachs partner, joins Stuart Breyer to explore why trust and quality control are the defining challenges of AI adoption in investment decision-making - and what that means for pension funds, wealth managers and allocators navigating the AI capital cycle today.

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  Episode #5

  SOFI meets... Mark Pittaccio

  Jul 10, 202615 minS3

  "The idea that AI isn't going to play some role in filling that advice gap in some way or some shape or form is probably pretty naive." Mark Pitaccio - behavioural economist, financial psychologist and doctoral researcher at the University of London - joins Stuart Breyer on SOFI meets... to explore what truly makes a great financial advisor, from the personality traits correlated with success to the trust equation that underpins every client relationship. For institutional investors navigating the future of financial services, this episode cuts to the heart of where human advice adds irreplaceable value in an AI-driven world.

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  Episode #4

  SOFI meets... Vikash Kanani

  Jul 2, 202614 minS3

  "No one has ever given me a hug or a thank you because I wrote them a fantastic suitability letter." Vikash Kanani (Managing Director, Chatsworth Wealth Management) joins Stuart Breyer to explore how AI is putting the human back at the centre of financial advice, why consolidation is accelerating across UK advice firms, and what the great wealth transfer really means for the profession. For institutional audiences navigating adviser succession, M&A due diligence, and the future of client relationships, this episode is essential listening.

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  SOFI meets...

  SOFI meets... Rohit Vaswani

  Jun 26, 202614 min

  In a world where market-moving headlines arrive on your phone before you have had time to think, how do investors stay disciplined and focused on long-term goals? In this episode, Stuart Breyer is joined by Rohit Vaswani, Director of Investment and Client Solutions at Omnis Investments, to explore how retail and institutional investors alike can cut through the noise, build genuinely resilient portfolios, and understand what real value looks like beyond headline costs. "The only free lunch in investment is diversification - and I mean real diversification, not just owning a few different funds that all behave broadly in the same way."

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