#39 Emily Blanch – Transcript
Emily is the Head of Community at XY Adviser. She and Louis chat about managing client expectations and …
Leading ideas and
research from the
``industry’s best
Delivering Advice Differently #5 – Transcript
In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice …
Delivering Advice Differently #4 – Transcript
In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a …
Delivering Advice Differently #3 – Transcript
In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is …
Delivering Advice Differently #1 – Transcript
In this first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have …
Delivering Advice Differently #2 – Transcript
In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice “as a …
#295 Will Hamilton – Transcript
Will is a Managing Partner at Hamilton Wealth Partners. He and Ben discuss how his business and client …
A Younger Financial Adviser for Parents with Rey Manigos – Transcript
In this episode, we have Rey Manigos, a Financial Adviser from Sunlife based in the Philippines. Rey shares …
28 MAR 2022 – Monday Market Highlights – Transcript
This week we cover US Federal Chair Jerome Powell, US Manufacturing PMIs, Telix pharmaceutical and Uniti Group.
#294 Trish Gregory – Transcript
Trish is a Financial Planner at Fox & Hare Wealth and host of the MilSpouse Money podcast. She …
