Results for: between meetings
Starting your own business - Paul Heath
After rising to CEO of JBWere, Paul Heath, Co-Founder of Koda Capital, made the decision to leave and start his own business. In this episode Paul shares his motivation for starting Koda Capital and the lessons ...
Communicating effectively with clients - Scott West
Find out why the words that you use matter as Scott West, head of Invesco Consulting, shares simple communication tips that can enhance the relationships with your clients.
The future of ESG and impact investing - Richard Brandweiner
With the appetite for responsible investing continuing to rise in popularity and importance among investors, Richard Brandweiner - CEO of Pendal Australia, discusses what advisers need to consider for their client's portfolios'.
Bringing private equity to investors - Russell Pillemer
Learn the benefits of private equity and how it is becoming more accessible for investors with Russell Pillemer, CEO of Pengana Capital who also shares what it was like partnering with former Prime Minister Malcolm Turnbull.
LICs, franking credits and philanthropy - Geoff Wilson
Hear from a pioneer of the Australian LIC industry as Geoff Wilson, Chairman & CIO of Wilson Asset Management, shares how he helped popularise this investment vehicle in Australia and built a successful funds management ...
How to articulate your value effectively
Kim Payne, managing director of 9rok Consulting, discusses how to effectively communicate the value you provide and she shares marketing strategies to get your message heard.
How advice documents are evolving with AI and lessons from an entrepreneur
Discover how financial advice documents are evolving with AdviceTech such as AI and machine learning from Joel Robbie, CEO and founder of Nod, as well as some lessons he's learnt on his start-up journey.
Hiring the next generation of advisers
Make your next hire a good one by learning what to look for in the next generation of aspiring advisers from Alisdair Barr, founder of Striver, a recruitment service that links advice firms with quality ...
Lessons in leadership, management and family advisory
David Smorgon OAM, CEO of Pointmade, shares his learnings from his experiences with family-owned companies and saving the Western Bulldogs football club.
The essential ingredients for success
Three-time Olympic gold medallist and CEO of Generation Life, Grant Hackett, shares the lessons he learnt during his sporting career that have influenced his successes outside the pool and in the financial services industry.
Improving the financial capability of young Australians
Kendall Flutey, CEO of Banqer, shares her motivation for starting an online financial education platform for kids, insights into life as a start-up, and tips for advisers and parents wanting to improve the financial capability of ...
Clayton Daniel
Clayton Daniel, Managing Director of XY Adviser, shares some of the trends he's seeing in his online community and how he built a digital network for advisers.
Michelle Baltazar podcast
Michelle Baltazar, Executive Director of Media for Rainmaker Group - publisher of the Financial Standard and Money Magazine, shares her advice for wealth professionals wanting to be heard in the media.