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.
Oct 23, 2018
In this episode, we speak to Lea from the Mindful Wealth Movement about Coaching, client behaviours, marketing, technology, mistakes, and learnings.
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.