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Delivering Advice Differently
In this series we’re talking all about Delivering Advice Differently, including the Evolution of Advice Delivery, separating Strategy from Product, using Visuals for Engagement, the Demonstration of understanding and how it can empower clients, and creating a “Client-Centric” Advice Process as opposed to a “Compliance Directed” Advice process.
Host: Fraser Jack
Featuring: Ben Marshan, Prashant Nagarajan, Michelle Bannister and Geoff Ivanac.
Delivering Advice Differently #1
In this first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have …
Delivering Advice Differently #2
In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice “as a …
Delivering Advice Differently #3
In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is …
Delivering Advice Differently #4
In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a …
Delivering Advice Differently #5
In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice …
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Investment Podcast #10 – Private Credit
With re-entering fixed income markets a key focus for many investors, most of the activity – and knowledge …
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AdviceTech Podcast #81 – MOAS
This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how …
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#443 Abigail Gatling
Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such …
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Impact Investing #1
In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & …
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Impact Investing #2
Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment …
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Impact Investing #3
In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They …
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Impact Investing #4
In this final episode, Karen is joined once again by Hari Balkrishna from T. Rowe Price, and Chris …
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AdviceTech Podcast #80 – Employment Hero
In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …
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#442 Josh Derrington
Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for …
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Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the …