In this final installment we talk about the review process and how to transition clients to a goals-based world.
To find out more about AstuteWheel and to register to attend a live demonstration webinar.
Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn
Professional Wealth Services Website
Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY
CFL Financial Planning Website
Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn
Inspiration Cafe Website
Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY
Aspire Planning Website
Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn
Astute Wheel Website
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You can get a transcript of this podcast here
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Client Values and Goals #6
In this final installment we talk about the review process and how to transition clients to a goals-based …
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Client Values and Goals #5
In this episode we talk about how to modify and track progress to keep your clients motivated.
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Client Values and Goals #4
In this episode we discuss how to house your client’s goals for ongoing advice conversations.
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Client Values and Goals #3
In this episode we talk about how to ask the right questions to find your client’s true goals, …
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Client Values and Goals #2
In this episode we talk about selling your value, and how to engage and start working with your …
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Client Values and Goals #1
In this episode we explore how to present your goals and value offering to a new market.
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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. …