Leading ideas and
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#250 Peita Diamantidis – Transcript
Peita is a Co-Founder at Caboodle Financial Services and Host of the “In Search of Adventure Show” Podcast. …
#9 Derek Notman – Transcript
Derek is the Founder at Conneqtor and the Founder/CEO at Intrepid Wealth Partners. He chats with Louis about …
#249 Morgan Hayward – Transcript
Morgan is the Director of Financial Planning at yield advisory and an XY Adviser Ethics Committee member. Morgan …
2 AUG 21 – Monday Market Highlights – Transcript
Today we cover the extended Sydney lockdown and additional stimulus, the US reporting season, Temple and Webster, Spark …
How great public speaking skills can greatly help financial planners with Adelle Toledo – Transcript
Today we’re with Adelita ‘Adelle’ Toledo, a Financial Adviser at AXA Life based in Cebu, Philippines. She talks …
#248 Russell Collins – Transcript
Russell is the Author of “Risk Insurance Communications Skills” and a former risk insurance specialist. He and Fraser …
#8 Lisa Linfield – Transcript
Lisa is the Founder of Working Women’s Wealth and Southern Pride Wealth, and the author of “Deep Grooves”. …
#247 Amanda Thompson – Transcript
Amanda is the Founder and Managing Director at Endurance Financial and three time Ironman World Championship qualifier. She …
Utilizing mentorship to accelerate the progress of financial advice with VP Thanga – Trascript
In this podcast we’re with VP Thanga, an award-winning financial adviser, mentor for other financial planners and Executive …
26 JUL 21 – Monday Market Highlights – Transcript
Today we cover the tightening Australian labour market, US quarterly reporting season, Oil Search, Altium, Crown Casino, the …