In this third instalment we tackle values-based decision making, from understanding what motivates your client’s actions and behaviours to finding investments that reflect your client’s goals and values.
To learn more about Innova and how we can support your business please visit our website.
Patricia Garcia
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn
Your Vision Financial Solutions Website
Integrate Finance Website
Dr. Katherine Hunt
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn
Griffith University Profile
Little Phil Website
David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn
The Conexus Institute Website
Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn
Innova Asset Management Website
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You can get a transcript of this podcast here
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Behavioural Investing Series #1
In this first episode we explore the different “Behavioural Bias” in investment decisions, from recognising them to discussing …
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Behavioural Investing Series #2
In this episode we cover Goals-Based Investing, from the adviser’s discussions with clients to how fund managers can …
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Behavioural Investing Series #3
In this third instalment we tackle values-based decision making, from understanding what motivates your client’s actions and behaviours …
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Behavioural Investing Series #4
In this episode we discuss Risk Profiling and Advisers Investment Philosophy, including where we can start, and where …
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Behavioural Investing Series #5
In this final episode rounding out the series we take on “Not So Modern” Portfolio Theory, where we …
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Strategies to Creating Certainty in Retirement #1
In this first episode, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They …
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Strategies to Creating Certainty in Retirement #2
In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, …
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Strategies to Creating Certainty in Retirement #3
In this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at …
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Strategies to Creating Certainty in Retirement #4
In this final installment, Jamie talks to Natalie Philips, NSW State Manager at Allianz Retire+. They talk about …
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AdviceTech Podcast #28 – Financial Writers Australia
In this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep …
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#390 Christine Bau
Christine is an HR Consultant and Coach at People Focused. She and James discuss creating stronger business cultures …
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#389 Paul Dunn
Paul is the Co-Founder of B1G1 and a TEDx Speaker. He sits down with Ben to talk about …
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27 MAR 2023 – Monday Market Highlights
This week we cover the Federal Reserve cash rate increase, the UK CPI print, Credit Suisse, Block and …
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AdviceTech Podcast #27 – intelliflo
This week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based …
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#388 Chris Bates and Craig Bigelow
In this week’s episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. …