Delivering Cost-Effective Advice with an Entrepreneurial Mindset #3
Delivering Cost-Effective Advice with an Entrepreneurial Mindset 13 April 2022
Over the past few years Vince Scully has built an incredible business delivering cost-effective advice, and is continuing on that journey. In this episode we discuss if it’s still possible to deliver cost-effective advice in the current environment, and how that’s achievable.
Find out how HUB24 is empowering advisers to deliver better financial futures
Vince Scully
Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa
Vince Scully LinkedIn
LifeSherpa 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 #110 – Driving Tech Change: CRMs, Automation & AI
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how …
-
#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
-
Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
-
AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
-
#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
-
Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
-
AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
-
#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
-
Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
-
Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …