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The Goals Based Advice Podcast

Sep 30, 2019

In this episode we chat with Kye Harris about creating deep relationships with his clients. He also believes in a better understanding of self to better understand clients.

 

You can connect with Kye Harris:

linkedin.com/in/kye-harris-585b7a40

Website: 

perronfinancialgroup.com.au 

You can hear our conversation with ...


Sep 23, 2019

In this episode, we chat with Brad Fox from Smart Brave Consulting and CEO of the Association of Financial Advisers from 2012 to 2017. Brad opens up and talks about his journey, his time at the AFA, and how he juggled work-life balance thorough and extremely high-pressure time.

 

You can hear our conversation with Brad...


Sep 18, 2019

In this episode, we chat with the queen of outsourcing and off-shoring Danielle Cornelissen. 

She also working on creative products for planners, including Oh My Pod.com.au, to help people like me produce their podcasts.

 

You can hear our conversation with Danielle (see links below)  and while you’re at it, why not...


Sep 16, 2019

In this episode, we chat with FASEA CEO Stephen Glenfield.

 

You can hear our conversation with  Stephen (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.


Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
Android -...


Sep 10, 2019

In this episode, we speak to Vivian Goh, from Simple Wealth Coaching and talk about the differences between coaching and advice, and how the two can co-exist. This episode unfolds what the new profession may look like from the consumer's point of view.

 

You can hear our conversation with Vivian Goh (see links in...