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#92 Lisa Perry

Lisa is an Independent Wealth Advisor and Coach at PWH Wealth Group UK. She joins Louis to chat …

Becoming an Effective Unit Manager in the Insurance Advice industry with Kristoffer Jun “Toffee” Yurong

In this episode, Gwen chats with Kristoffer Jun “Toffee” Yurong who is a Senior Unit Manager AXA Philippines …

How Financial Advocates can demystify misconceptions about stock investing with Francis Louigi Pardillo Canizares

In this episode, we have Francis Louigi Canizares, a Registered Financial Consultant and a full-time trader in the …

The role of Financial Consultants with Grace Escobar

In this episode, we have Grace Escobar, Executive Vice President of International Association of Registered Financial Consultants or …

What a Financial Coach can offer clients with Jay Adrian Tolentino

In this episode, Jay Adrian Tolentino is back to talk about what he, as a Financial Coach, offers …

A Younger Financial Adviser for Parents with Rey Manigos

In this episode, we have Rey Manigos, a Financial Adviser from Sunlife based in the Philippines. Rey shares …

Creating LinkedIn posts to cultivate engagement and client conversion with Vivian Chin Hoi Shin

In this episode, Vivian Chin returns to the show to talk about her social media journey and how …

Building lasting client relationships in Financial Advice with Emily Blanch

In this episode, we have Emily Blanch, Head of Community at XY Adviser. Em is an absolute legend …

The complexities of Expat financial advice and why this should be your niche with Joel Kerin

In this episode, Gwen chats with Joel Kerin, a Senior Financial Adviser for Australians and Australian Expats at …

Financial Adviser for ex-pats with Jarrad Brown

In this episode, Gwen chats with Jarrad Brown, a Fee-based Financial Planner at Australian Expatriate Group – a …