Deeper Client Relationships at Scale #5 – Karolina Kuszyk
Deeper Client Relationships at Scale 20 June 2021
In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity. Karolina belives that there’s a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series.
Karolina Kuszyk LinkedIn: https://www.linkedin.com/in/karolina-kuszyk-b613a06/
myprosperity Website: https://www.myprosperity.com.au/
Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/
Join the XY platform: App Store: https://co.xyadviser.com/xyistore
Google Play: https://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
You can get a transcript of this podcast here
-
Deeper Client Relationships at Scale #5 – Karolina Kuszyk
In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at …
-
Deeper Client Relationships at Scale #4 – Caren Hendrie
Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she …
-
Deeper Client Relationships at Scale #3 – Andy Fenton
Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals. …
-
Deeper Client Relationships at Scale #2 – Nicole Stuart
Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance …
-
Deeper Client Relationships at Scale #1 – Conrad Francis
Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a …
-
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. …