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Deeper Client Relationships at Scale #4 – Caren Hendrie – Transcript
Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she …
Deeper Client Relationships at Scale #3 – Andy Fenton – Transcript
Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals. …
Deeper Client Relationships at Scale #2 – Nicole Stuart – Transcript
Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance …
Deeper Client Relationships at Scale #1 – Conrad Francis – Transcript
Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a …
Changing Landscape of Retirement #10 – Jeremy Cooper – Transcript
We wrap up the Changing Landscape of Retirment series by chatting with Jeremy Cooper from Challenger Limited, who …
Changing Landscape of Retirement #9 – Richard McErlean – Transcript
Richard is the owner and operator of RTG Financial Services Pty Ltd. As Richard’s main clients are retirees, …
Changing Landscape of Retirement #8 – Rachel Lane – Transcript
“Rachel is the Principal at Aged Care Gurus and Co Author of “”Aged Care, Who Cares?”” She chats …
Changing Landscape of Retirement #7 – Philip Smith – Transcript
Philip is a Managing Director and Financial Adviser at Hunter Financial. He talks about the Baby Boomer generation …