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#261 Neil Younger – Transcript

Neil is the Managing Director and Group CEO of Fortnum Financial Group. He talks about his journey into …

#20 Angie Herbers – Transcript

Angie is a Managing Partner at Herbers & Company, which helps financial advisers across the globe build and …

#260 Cara Williams – Transcript

Cara is an AFP Financial Adviser at Sufficient Funds. She and Fraser chat about using media channels to …

How perception affects Financial Planners/Advisers and their clients with Raju KR – Transcript

In this episode, Gwen chats with Raju KR, a Financial Planner and Founder of Blueprint Group of Companies. …

18 OCT 21 – Monday Market Highlights – Transcript

Today we cover the US Inflation Data, increasing food and energy prices, Hub, Netwealth and Qantas.

#259 Rob Jones – Transcript

Rob is the CEO and Managing Director at Peloton Partners. Having spent ten years in the police force, …

#19 Riaan Singh – Transcript

Riaan is a Partner and the Digital Head in Strategy&. He joins Louis to talk about the eight …

Efficiency Series #1 – Transcript

In this episode we talk about how do you make technology decisions, what goes into that decision and …

Efficiency Series #2 – Transcript

In this episode we discuss the concept of “Expectations vs Reality”, and whether or not your dream software …

Efficiency Series #3 – Transcript

In this episode we go “under the hood” and discuss integrations.