Hayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser discuss scaling up through outsourcing, remote working and finding the right staff for your practice.
Hayley Knight XY: https://www1.xyadviser.com/members/2845489
Contract Paraplanning Services Website: https://www.contractpps.com.au/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
You can get a transcript of this podcast here
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Scale Up Series #10 – Jason Nyilas and Con Koromilas
To wrap up the series, Fraser talks to Jason Nyilas and Con Koromilas from Aberdeen Standard Investments. They …
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Scale Up Series #9 – Hayley Knight
Hayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser …
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Scale Up Series #8 – James Wortley
James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to …
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Scale Up Series #7 – Michael Back
Michael is the Founder of Human to Human. Fed up with the “shiny object syndrome” that comes with …
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Scale Up Series #6 – Michael Lawes
Michael is the National Manager of Business Coaching at Affinia Financial Advisers Limited. He talks about the client …
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Scale Up Series #5 – Paul Feeney
Paul is the Founder and Chief Mapper at Map My Plan. He chats with Fraser about scaling up …
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Scale Up Series #4 – Judith Beck
Judith is the Keynote Speaker at Judith Beck Consulting and author of “No Sex at Work”. She and …
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Scale Up Series #3 – David Pettit
David is the Co-Founder & Group CEO of PictureWealth, the fastest growing WealthTech company in Australia. He discusses …
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Scale Up Series #2 – Sue Viskovic
Sue Viskovic is the Managing Director at Elixir Consulting and the Founder and CEO of Flowspace co-working. She …
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Scale Up Series #1 – Natasha Janssens
Natasha is the Director of Sova Financial Pty Ltd and Founder of Women with Cents. In this first …
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#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
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Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
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AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
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#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
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AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
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Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …
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AdviceTech Podcast #107 – Otto Finance
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims …