Ben is a Certified Financial Planner at Client Care. He and Louis talk about “financial overconfidence”, and how you can better serve your clients by focusing on a niche market.
Ben Charlton LinkedIn
Client Care Website
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn.
Asset-Map. Deliver advice, faster.
Visit Allan Gray to learn how they build long-term wealth for clients.
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast here
-
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 …
-
Strategies to Creating Certainty in Retirement #2
In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, …
-
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 …
-
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 …
-
AdviceTech Podcast #28 – Financial Writers Australia
In this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep …
-
#390 Christine Bau
Christine is an HR Consultant and Coach at People Focused. She and James discuss creating stronger business cultures …
-
#389 Paul Dunn
Paul is the Co-Founder of B1G1 and a TEDx Speaker. He sits down with Ben to talk about …
-
27 MAR 2023 – Monday Market Highlights
This week we cover the Federal Reserve cash rate increase, the UK CPI print, Credit Suisse, Block and …
-
AdviceTech Podcast #27 – intelliflo
This week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based …
-
#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. …