Episode resources:
Glen James LinkedIn: https://www.linkedin.com/in/glenjames/
Sort Your Money Out website: https://www.sortyourmoneyout.com
Online course: https://www.sortyourmoneyout.com/online-course
This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
-
Plan, Produce, Profit Series #15 – Adele Martin
In the final episode of the Plan, Produce, Profit Series, Ben talks to Adele Martin – the Founder …
-
Plan, Produce, Profit Series #14 – Chris Bates
In this episode, Ben chats with Chris Bates – the Founder, Financial Adviser and Mortgage Broker at Wealthful. …
-
Plan, Produce, Profit Series #13 – Shane Hay
In episode #13 of the Plan, Produce, Profit series, Ben Nash sits down with Shane Hay – the …
-
Plan, Produce, Profit Series #12 – Melissa Browne
On today’s episode, Ben chats with Melissa Browne – author and entrepreneur extraordinaire. Listen on as she talks …
-
Plan, Produce, Profit Series #11 – Glen James
On today’s episode, we’re starting the conversation on how to nail the profit phase of an awesome advice …
-
Plan, Produce, Profit Series #10 – Hugh Robertson
Your team should be better than you” is just one of the wise words from the legendary Centaur–Hugh …
-
Plan, Produce, Profit Series #9 – Dean Holmes
In today’s episode, Ben is with Dean Holmes – co-founder and director of Absolute Wealth Advisors AKA the …
-
Plan, Produce, Profit Series #8 Corey Wastle
It’s time to bring in Financial Adviser, Financial Coach and all-round legend Corey Wastle to share his best …
-
Plan, Produce, Profit Series #7 Mark Nagle
On this episode, Ben Nash sits down with Mark Nagle – the Executive Director of Treysta Wealth Management. …
-
Plan, Produce, Profit Series #6 Brett Evans
On today’s episode, Ben chats to Brett Evans – expert Adviser to Aussie Expats – all the way …
-
Impact Investing #1
In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & …
-
Impact Investing #2
Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment …
-
Impact Investing #3
In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They …
-
Impact Investing #4
In this final episode, Karen is joined once again by Hari Balkrishna from T. Rowe Price, and Chris …
-
AdviceTech Podcast #80 – Employment Hero
In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …
-
#442 Josh Derrington
Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for …
-
Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the …
-
Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
-
AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …
-
441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …