Delivering Cost-Effective Advice with an Entrepreneurial Mindset #1
Delivering Cost-Effective Advice with an Entrepreneurial Mindset 13 April 2022
In this episode we start high-level as we discuss the evolving advice landscape, and how the difference between “thriving” or “surviving” is in the mental flexibility to see things with an entrepreneurial mindset.
Find out how HUB24 is empowering advisers to deliver better financial futures
Adele Martin
Certified Financial Planner, Managing Director of Firefly Wealth and Founder of My Money Buddy
Adele Martin XY
Adele Martin Website
Vince Scully
Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa
Vince Scully LinkedIn
LifeSherpa Website
Nicola Beswick
Senior Financial Adviser and Confidante at FMD Financial
Nicola Beswick LinkedIn
Pro Bono Advice Network
Nicola Beswick Website
Greg Newman
Head of Retail Distribution at HUB24
Greg Newman LinkedIn
HUB24 Website
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You can get a transcript of this podcast here
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Delivering Cost-Effective Advice with an Entrepreneurial Mindset #1
In this episode we start high-level as we discuss the evolving advice landscape, and how the difference between …
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Delivering Cost-Effective Advice with an Entrepreneurial Mindset #2
In this second instalment we take a deep dive into mindset with Adele Martin. Adele created “The Money …
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Delivering Cost-Effective Advice with an Entrepreneurial Mindset #3
Over the past few years Vince Scully has built an incredible business delivering cost-effective advice, and is continuing …
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Delivering Cost-Effective Advice with an Entrepreneurial Mindset #4
In this episode we hear how Nicola Beswick is finding her way as an intrepreneur within an existing, …
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Delivering Cost-Effective Advice with an Entrepreneurial Mindset #5
In this final episode we explore how Greg Newman is working with a number of business’s principals to …
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