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
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast here
-
The Art of Trust #1
In this first episode we discuss the behavioural side of building trusted relationships, and how we can work …
-
The Art of Trust #2
In this installment we talk with our panel of speakers about the second area of trust: Authenticity.
-
The Art of Trust #3
In this episode we discuss the importance of reliability when it comes to building trust with clients.
-
The Art of Trust #4
In this final episode in our four part series we explore “the feeling” of someone acting in your …
-
Investment Podcast #21 – Australian Equities
In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier …
-
AdviceTech Podcast #113 – BePrepared
In this episode, Pat speaks with Dylan O’Brien, Founder at BePrepared, a digital safe custody solution for managing …
-
#474 Bert van Manen
In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill …
-
Engine Room Podcast #58 – Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his …
-
AdviceTech Podcast #112 – Advice Designer
In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a …
-
#473 Rob Goudie
Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct …
-
Engine Room Podcast #57 – Adam Morse
Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
-
AdviceTech Podcast #111 – AdviseWell
This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the …
-
#472 Dean Holmes
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
-
Investment Podcast #20 – Australian Small Caps
The last few years have seen Australian small caps underperform large caps at the index level, making them …