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
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast here
-
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 …
-
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 …
-
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 …
-
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, …
-
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 …
-
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 …
-
Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
-
AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
-
#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
-
Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …
-
AdviceTech Podcast #77 – FinMate AI
This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker …
-
#439 Jackson Millan
Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James …
-
Engine Room Podcast #31 – Ben Calder and Ivana Sanzari
In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat …
-
AdviceTech Podcast #76 – Softphone & Telecomms Special
In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through …