As the Director of Human Connections at Perron Financial Group, Kelly Harris implemented a client mentoring program which quickly became a core part of PFG’s value proposition. Kelly believes this program is the reason their client base has grown significantly in the last five years, despite having never spent a cent on marketing their services.
Kelly Harris XY: https://www1.xyadviser.com/members/2987123
Perron Financial Group Website: https://perronfg.com/
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#474 Bert van Manen
In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill …
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#473 Rob Goudie
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#472 Dean Holmes
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#471 Matt Coman
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#470 Paul Nevin
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#469 Adam Crabbe
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#468 Fran Hughes
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#467 Naz Pochynok and Julien Renard
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#466 Karen Eley
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#465 Shannon Freney
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Investment Podcast #21 – Australian Equities
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AdviceTech Podcast #113 – BePrepared
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#474 Bert van Manen
In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill …
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Engine Room Podcast #58 – Matt Hale
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AdviceTech Podcast #112 – Advice Designer
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#473 Rob Goudie
Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct …
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Engine Room Podcast #57 – Adam Morse
Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
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AdviceTech Podcast #111 – AdviseWell
This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the …
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#472 Dean Holmes
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
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Investment Podcast #20 – Australian Small Caps
The last few years have seen Australian small caps underperform large caps at the index level, making them …