Client Values and Goals #1 – Transcript
In this episode we explore how to present your goals and value offering to a new market.
Leading ideas and
research from the
``industry’s best
#10 Jurie Gouwsventer – Transcript
Jurie is the Owner and Founder of Mindfulmoney. He talks about building a practice according to what’s meaningful …
#251 Gordon Jenkins – Transcript
Executive Coach and Accountability Partner Gordon Jenkins joins Fraser to discuss his unconventional approach to networking, including what …
How Financial Planners can maximise Social Media to gain raving fans and long-term clients with Eewen Keah – Transcript
Today we’re with Eewen Keah, a Licensed Financial Planner from Malaysia. Eewen chats with Gwen about different creative …
9 AUG 21 – Monday Market Highlights – Transcript
Today we cover the Non Farm Payrolls release in the US, the RBA monthly meeting, the weekly ABS …
#250 Peita Diamantidis – Transcript
Peita is a Co-Founder at Caboodle Financial Services and Host of the “In Search of Adventure Show” Podcast. …
#9 Derek Notman – Transcript
Derek is the Founder at Conneqtor and the Founder/CEO at Intrepid Wealth Partners. He chats with Louis about …
#249 Morgan Hayward – Transcript
Morgan is the Director of Financial Planning at yield advisory and an XY Adviser Ethics Committee member. Morgan …
2 AUG 21 – Monday Market Highlights – Transcript
Today we cover the extended Sydney lockdown and additional stimulus, the US reporting season, Temple and Webster, Spark …
How great public speaking skills can greatly help financial planners with Adelle Toledo – Transcript
Today we’re with Adelita ‘Adelle’ Toledo, a Financial Adviser at AXA Life based in Cebu, Philippines. She talks …
