#315 Brett Evans – Transcript
Brett is a Managing Director (EMEA) and Financial Planner at Atlas Wealth Management. He joins Ben to discuss …
Leading ideas and
research from the
``industry’s best
6 JUN 2022 – Monday Market Highlights – Transcript
This week we cover US Consumer confidence data and Non-Farm Payrolls, Australian Q1 GDP, AGL, Origin Energy, and …
#314 Rob McGregor – Transcript
Rob is the Co-Founder of McGregor Wealth Management and GPS Wealth. He and Jess talk about best-of-breed client …
#48 Geoffrey Harmuth – Transcript
Geoffrey is the co-founder and CEO of Lifedocs. He and Louis discuss the origins of Lifedocs, using technology …
The 12 Steps of a Managed Accounts Journey #1 – Transcript
In this first episode we cover the first three steps of implementing a Managed Account Solution, including where …
The 12 Steps of a Managed Accounts Journey #2 – Transcript
In this instalment we talk about steps four, five and six in the change management process. This includes …
The 12 Steps of a Managed Accounts Journey #3 – Transcript
In this episode we continue with steps seven, eight and nine in the change management process. We talk …
The 12 Steps of a Managed Accounts Journey #4 – Transcript
In this final instalment we cover steps ten, eleven and twelve in the change management process, including practical …
#313 Ron Pratap – Transcript
Ron is the Director and Principal Financial Planner at RP Wealth Managment, and was named as one of …
30 MAY 2022 – Monday Market Highlights – Transcript
This week we cover the Reserve Bank of New Zealand, US FOMC minutes and Personal Income and Spending …
