Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings for professional development, and understanding clients’ motivations beyond finances.
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#452 Rachael Holder
Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising …
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#451 Laura Kelly
Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial …
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#450 Phil Thompson
Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned …
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Addressing Client Affordability Concerns in Insurance #1
In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. …
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Addressing Client Affordability Concerns in Insurance #2
In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey …
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Addressing Client Affordability Concerns in Insurance #3
In this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey …
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Addressing Client Affordability Concerns in Insurance #4
In this final episode, Sacha is joined once again by Dr. Jeffrey Scott, Head of Advice Strategy at …
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#449 Robert Rich
Robert is the Director and Financial Adviser at Unite Wealth. They talk about how he started Unite Wealth, …
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#448 Joe Akiki
Joe is the Director and CEO of Akambo Financial Group. He and James chat about how he grew …
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#447 Jordan Vaka
Jordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a …
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AdviceTech Podcast #90 – Bonjoro
This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can …
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#452 Rachael Holder
Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising …
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Engine Room Podcast #39 – Jonathan Elliot
Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, …
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AdviceTech Podcast #89 – Finura Group
In this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can …
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#451 Laura Kelly
Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial …
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Engine Room Podcast #38 – Sam Perera
In this episode, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the …
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AdviceTech Podcast #88 – Simply Advice Websites
In this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do’s …
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#450 Phil Thompson
Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned …
-
Addressing Client Affordability Concerns in Insurance #1
In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. …
-
Addressing Client Affordability Concerns in Insurance #2
In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey …