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The Goals Based Advice Podcast

Oct 29, 2018

In this episode, we speak to Reine Clemow from Acquira Wealth Partners about his journey to setting up his own Financial Planning business.

 

You can connect with Reine at https://au.linkedin.com/in/reineclemow (TAG) and https://www.facebook.com/AcquiraWealthPartners, or visit his website at


Oct 23, 2018

In this episode, we speak to Lea from the Mindful Wealth Movement about Coaching, client behaviours, marketing, technology, mistakes, and learnings.

 

You can connect with Lea at www.linkedin.com/in/leaschodel and www.facebook.com/mindfulwealthTMWM, or visit her website at www.leaschodel.com and


Oct 20, 2018

In this episode, we speak to Dominique from Leapfrog LIFE (Tall Poppy Woman) about Lifestyle design, employee culture, talent, niche clients, personal development, relationship-based advice, Ron Kaufman.

 

You can connect with Dominique at https://www.facebook.com/dominique.bergelgrant and


Oct 11, 2018

In this episode, we speak to Jessica Brady from Fox & Hare Financial Advice about How they used consumer focus groups to test their plans and make changes to their original ideas, to include consumer-focused language.

 

You can connect with...


Oct 4, 2018

In this episode, we speak to Adele Martin from Firefly Wealth about running a virtual business, scaling advice and making robots her friend, not foe.

 

Connect with Adele at https://www.facebook.com/AdeleMartinMoneyMentor or https://www.linkedin.com/in/adelemartin. You can also join her Marketing For Financial Advisers...