Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his advice business, the evolution of the profession, staffing and growth challenges, use of technology, client relationships, and his plans for a gradual transition and legacy.
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#464 Paul Brown
Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his …
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#463 Daniel Wilson
Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning …
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Ensombl on Tour: Growth Series #4
Peita and Adele wrap up Day Four and discuss their learnings from the day, including insights on behavioral …
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Ensombl on Tour: Growth Series #3
Join Peita, Adele and Dean at the Future Proof Festival as they discuss the wide range of insights …
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Ensombl on Tour: Growth Series #2
Peita and Adele recap their Day Two experience at the Future Proof Festival, including innovative event formats, practice …
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Ensombl on Tour: Growth Series #1
Straight from the Future Proof Festival in California, Peita and Adele discuss the key highlights and insights from …
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#462 Josh Pennell
In this episode, James talks with Josh Pennell. He and James discuss his work at Prosper Advisory, including …
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Advice 2030 #1
In this first episode, Peita talks with John O’Mahony and Deen Sanders from Deloitte Access Economics. They discuss …
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Advice 2030 #2
In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how …
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Advice 2030 #3
In this episode, Peita talks with Kerry Ong, General Manager – Customer at Iress. They discuss the importance …
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AdviceTech Podcast #103 – Advant Group
This week, Pat is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing …
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#464 Paul Brown
Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his …
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Engine Room Podcast #50 – Brenton Miegel
In this episode, Andrew is joined by Brenton Miegel, Director and Financial Planner at Goldsborough Financial Services. They …
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Investment Podcast #17 – Alternatives (Private Markets)
Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new …
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AdviceTech Podcast #102 – 3Lines 2.0
In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features …
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#463 Daniel Wilson
Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning …
-
Ensombl on Tour: Growth Series #4
Peita and Adele wrap up Day Four and discuss their learnings from the day, including insights on behavioral …
-
Ensombl on Tour: Growth Series #3
Join Peita, Adele and Dean at the Future Proof Festival as they discuss the wide range of insights …
-
Ensombl on Tour: Growth Series #2
Peita and Adele recap their Day Two experience at the Future Proof Festival, including innovative event formats, practice …
-
Ensombl on Tour: Growth Series #1
Straight from the Future Proof Festival in California, Peita and Adele discuss the key highlights and insights from …