Tech Trends Series #4 – Transcript
In this episode we’re talking about how advisers are using innovation and technology as a part of their …
Leading ideas and
research from the
``industry’s best
Tech Trends Series #5 – Transcript
In this final installment we talk about the evolution of technology and what the future may hold.
#262 Joey McCann – Transcript
Joey is the Head of Advice Sales at PADUA, and recently appeared on the 2021 Season of Australian …
How to connect with clients during this pandemic through technology with Rey Christian Jaca – Transcript
In this episode, we have a returning guest, Rey Christian Jaca, a Financial adviser from the Philippines. He’s …
25 OCT 21 – Monday Market Highlights – Transcript
Today we cover the China GDP, New Zealand inflation data, Aristocrat’s acquisition of Playtech, Qantas, Senex Energy, and …
#261 Neil Younger – Transcript
Neil is the Managing Director and Group CEO of Fortnum Financial Group. He talks about his journey into …
#20 Angie Herbers – Transcript
Angie is a Managing Partner at Herbers & Company, which helps financial advisers across the globe build and …
#260 Cara Williams – Transcript
Cara is an AFP Financial Adviser at Sufficient Funds. She and Fraser chat about using media channels to …
How perception affects Financial Planners/Advisers and their clients with Raju KR – Transcript
In this episode, Gwen chats with Raju KR, a Financial Planner and Founder of Blueprint Group of Companies. …
18 OCT 21 – Monday Market Highlights – Transcript
Today we cover the US Inflation Data, increasing food and energy prices, Hub, Netwealth and Qantas.
