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#418 Rob Petrie
Rob is the Head of Private Wealth at Akambo Financial Group. He and James discuss managing a team …
Engine Room Podcast #22 – Hugh Robertson
Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He joins Andrew to discuss …
Investment Podcast #2 – Fixed Income
Chris Siniakov from Franklin Templeton joins Matt Wacher from Morningstar and host James Whelan to explore the renaissance …
AdviceTech Podcast #55 – Word and Excel – Time-codes
This week, Peita talks with Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. …
AdviceTech Podcast #55 – Word and Excel
This week, Peita talks with Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. …
#417 Rich Abbey
Rich is a Principal at Peloton Partners. He and James discuss pricing models for financial advice, including ongoing …
Strategies to Creating Certainty in Retirement #1
In this first episode, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They …
Strategies to Creating Certainty in Retirement #2
In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, …