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#263 Anna Johnston and Michelle McKindlay – Transcript

Anna and Michelle are both Senior Financial Planners and Directors at Women on Wealth, which is a full …

#21 Francois du Toit – Transcript

Francois is the Founder and Director of PROpulsion and the Account Management Lead at Iress. He and Louis …

Tech Trends Series #1 – Transcript

In this episode we talk about Tech Stacks – the before, during and after of the client experience, …

Tech Trends Series #2 – Transcript

In this episode we discuss Tech Trends, such as how Millennials have been brought up as digital natives, …

Tech Trends Series #3 – Transcript

In this installment we focus in on content marketing, and how it’s become a huge part of the …

Tech Trends Series #4 – Transcript

In this episode we’re talking about how advisers are using innovation and technology as a part of their …

Tech Trends Series #5 – Transcript

In this final installment we talk about the evolution of technology and what the future may hold.

#262 Joey McCann – Transcript

Joey is the Head of Advice Sales at PADUA, and recently appeared on the 2021 Season of Australian …

How to connect with clients during this pandemic through technology with Rey Christian Jaca – Transcript

In this episode, we have a returning guest, Rey Christian Jaca, a Financial adviser from the Philippines. He’s …

25 OCT 21 – Monday Market Highlights – Transcript

Today we cover the China GDP, New Zealand inflation data, Aristocrat’s acquisition of Playtech, Qantas, Senex Energy, and …