Dec 25, 2019
In this episode, we chat with Duncan McPhearson and discuss the
need for both ongoing relationship advice and transactional advice,
for different clients at different stages in their lives.
We also chat about how the FASEA Code of conduct affects their business, and ideas around "General Advice" and...
Dec 19, 2019
In our 100th episode of the goals-based advice podcast, we chat to Jacqui Henderson, founder & CEO of advice intelligence. She provides us with an extensive analysis on goals-based advice by going through each chapter of her GBA whitepaper. Jacqui gives us a theoretical and practical application of goals-based...
Dec 16, 2019
In this episode, we chat with Adele Martin about business marketing, how she combined her podcast with her Instagram stories to get more new clients than she can cope with.
You can hear our conversation with Adele (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as...
Dec 11, 2019
Today we chat with Dante De Gori to celebrate the recent FPA Congress. We also look ahead and identify the priorities for 2020.
You can hear our conversation with Dante (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.
Dec 10, 2019
79% of people surveyed do not value their financial review meeting.
In this meeting, we chat with world-renowned speaker George Amidon. George shares his research on client engagement and identifies how we can add more value to catch and keep more clients.
You can hear our conversation with George (see links below)...