In this first episode we discuss the behavioural side of building trusted relationships, and how we can work that into our business plan.
Australian Retirement Trust. Trusted by over 4,000 financial advisers.
Andrew Inwood
CEO of CoreData
Andrew Inwood LinkedIn
CoreData Website
Jane Ryan
Principal Adviser at Fox Wealth Advisory
Jane Ryan LinkedIn
Fox Wealth Advisory Website
Anthony Jones
Principal at Templetons Financial
Anthony Jones LinkedIn
Templetons Financial Website
Anne Fuchs
Head of Advice at Australian Retirement Trust
Anne Fuchs LinkedIn
Australian Retirement Trust Website
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You can get a transcript of this podcast here
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The Art of Trust #1
In this first episode we discuss the behavioural side of building trusted relationships, and how we can work …
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The Art of Trust #2
In this installment we talk with our panel of speakers about the second area of trust: Authenticity.
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The Art of Trust #3
In this episode we discuss the importance of reliability when it comes to building trust with clients.
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The Art of Trust #4
In this final episode in our four part series we explore “the feeling” of someone acting in your …
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#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
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Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
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AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
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#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
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AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
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Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …
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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 …