#265 Natallia Smith – Transcript
Natallia is the Director and Principal Financial Adviser at TruWealth Advice. She talks about understanding who your niche …
Leading ideas and
research from the
``industry’s best
#22 Mary J Fourie – Transcript
Mary is the Founder, Coach and Lead Lifestyle Financial Planner at My Journey 2 Freedom. She and Louis …
#264 Andrew Ferguson – Transcript
Andrew is the Managing Director at Webster’s Wealth Partners, which he runs alongside his wife, Stephanie.They had a …
Purpose-driven advice with Jay Adrian Tolentino – Transcript
In this episode, Gwen is with Jay Adrian Tolentino aka The Purpose Driven Adviser aka Kuya Jay. He …
1 NOV 21 – Monday Market Highlights – Transcript
Today we cover the higher than anticipated Quarter 3 inflation print, 3rd quarter US GDP data, Telstra’s acquisition …
#263 Anna Johnston and Michelle McKindlay – Transcript
Anna and Michelle are both Senior Financial Planners and Directors at Women on Wealth, which is a full …
#21 Francois du Toit – Transcript
Francois is the Founder and Director of PROpulsion and the Account Management Lead at Iress. He and Louis …
Tech Trends Series #1 – Transcript
In this episode we talk about Tech Stacks – the before, during and after of the client experience, …
Tech Trends Series #2 – Transcript
In this episode we discuss Tech Trends, such as how Millennials have been brought up as digital natives, …
Tech Trends Series #3 – Transcript
In this installment we focus in on content marketing, and how it’s become a huge part of the …
