Proudly sponsored by Dimensional
In this final episode, Brendon is joined by Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors. They discuss improving client relationships through security, peace of mind, and understanding their personal situation.
To learn more about the Dimensional difference, visit their website.
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Your Advice Toolkit #1
In this first installment, Brendon is joined by Kathryn Creasy, Wealth Adviser and Principal at Capital Partners, and …
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Your Advice Toolkit #2
In this episode, Brendon sits down with David Swanwick, Head of Client Communications, EMEA and Vice President at …
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Your Advice Toolkit #3
In this episode, Brendon talks with Kelsey Dent and Teneale Laister from Alman Partners. They discuss dealing with …
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Your Advice Toolkit #4
In this final episode, Brendon is joined by Paul Turner, Head of Advisor Group, Australia and Vice President …
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AdviceTech Podcast #107 – Otto Finance
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims …
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#468 Fran Hughes
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James …
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Engine Room Podcast #53 – Daniel Harris
In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into …
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AdviceTech Podcast #106 – Canwi
In this episode, Pat speaks with Cameron Drury, CEO & Co-Founder at Canwi. Canwi is a user-friendly financial …
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#467 Naz Pochynok and Julien Renard
In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey …
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Engine Room Podcast #52 – Kris Tatt
This week, Andrew is joined by Kris Tatt, Partner and GM of Investment Services and SMSF at Strategem. …
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AdviceTech Podcast #105 – Scrybd
This week, Pat is joined by Kohl Gianoli, Director of Insource Automation and Founder of Scrybd. They discuss …
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#466 Karen Eley
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James …
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Investment Podcast #18 – Investing in Times of Volatility
The well-documented ‘behavioural gap’ refers to the gap between client returns and fund returns, often due to behavioural …
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AdviceTech Podcast #104 – Wealth Maximiser
In this episode, Pat speaks with Lucy Winship, Head of Strategic Ventures at Wealth Maximiser. They take a …