Proudly sponsored by Dimensional
In this first installment, Brendon is joined by Kathryn Creasy, Wealth Adviser and Principal at Capital Partners, and David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss using your investment philosophy to provide clients with confidence, along with looking at the post implementation relationship and what advisors can do to strengthen this.
To learn more about the Dimensional difference, visit their website.
Join the Ensombl platform:
App Store
Google Play
Desktop
-
Your Advice Toolkit #1
In this first installment, Brendon is joined by Kathryn Creasy, Wealth Adviser and Principal at Capital Partners, and …
-
Your Advice Toolkit #2
In this episode, Brendon sits down with David Swanwick, Head of Client Communications, EMEA and Vice President at …
-
Your Advice Toolkit #3
In this episode, Brendon talks with Kelsey Dent and Teneale Laister from Alman Partners. They discuss dealing with …
-
Your Advice Toolkit #4
In this final episode, Brendon is joined by Paul Turner, Head of Advisor Group, Australia and Vice President …
-
The Growth Formula #1
In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk …
-
The Growth Formula #2
In this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. …
-
The Growth Formula #3
In this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how …
-
AdviceTech Podcast #82 – RetireMap
In this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast …
-
#444 Stefan Angelini
Stefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, …
-
Investment Podcast #10 – Private Credit
With re-entering fixed income markets a key focus for many investors, most of the activity – and knowledge …
-
AdviceTech Podcast #81 – MOAS
This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how …
-
#443 Abigail Gatling
Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such …
-
Impact Investing #1
In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & …
-
Impact Investing #2
Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment …