Leading ideas and
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#273 Siobhan McTiernan – Trancript
Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of …
#26 LeRoux Van Wyk – Transcript
LeRoux is the Senior Compliance Officer at Etude Risk Management. He and Louis chat about why compliance is …
#272 Christopher Athanassios – Transcript
Christopher is a Principal at MillerPrince Lawyers. He joins Fraser to discuss buying and selling financial planning businesses.
Free and Paid Services of Financial Planners with Kevin Neoh – Transcript
“Not everything should have to come with a price.” In this episode, Kevin Neoh is back in the …
29 NOV 21 – Monday Market Highlights – Transcript
Today we cover the COVID Omicron variant, Australian Retail Sales, Fisher and Paykel Healthcare and Crown Resorts.
#271 Lisa Greensill – Transcript
Lisa is a Marketing Consultant who specialises in marketing message and website makeovers for financial advisers. She talks …
#25 Edden Kift – Transcript
Edden is the Head of Business Solutions (South Africa) at PortfolioMetrix. He and Louis discuss the two-way trusting …
ESG Portfolios Series #2 – Transcript
In this episode we talk about the adviser’s approach to discussing ESG investing with their clients.