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Delivering Cost-Effective Advice with an Entrepreneurial Mindset
In this five-part series we explore how advisers can deliver cost-effective advice with an entrepreneurial mindset to solve wealth’s biggest challenge.
Host: Fraser Jack
Featuring: Adele Martin, Vince Scully, Nicola Beswick and Greg Martin.
Delivering Cost-Effective Advice with an Entrepreneurial Mindset #1
In this episode we start high-level as we discuss the evolving advice landscape, and how the difference between …
Delivering Cost-Effective Advice with an Entrepreneurial Mindset #2
In this second instalment we take a deep dive into mindset with Adele Martin. Adele created “The Money …
Delivering Cost-Effective Advice with an Entrepreneurial Mindset #3
Over the past few years Vince Scully has built an incredible business delivering cost-effective advice, and is continuing …
Delivering Cost-Effective Advice with an Entrepreneurial Mindset #4
In this episode we hear how Nicola Beswick is finding her way as an intrepreneur within an existing, …
Delivering Cost-Effective Advice with an Entrepreneurial Mindset #5
In this final episode we explore how Greg Newman is working with a number of business’s principals to …
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Investment Podcast #21 – Australian Equities
In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier …
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AdviceTech Podcast #113 – BePrepared
In this episode, Pat speaks with Dylan O’Brien, Founder at BePrepared, a digital safe custody solution for managing …
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#474 Bert van Manen
In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill …
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Engine Room Podcast #58 – Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his …
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AdviceTech Podcast #112 – Advice Designer
In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a …
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#473 Rob Goudie
Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct …
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Engine Room Podcast #57 – Adam Morse
Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
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AdviceTech Podcast #111 – AdviseWell
This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the …
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#472 Dean Holmes
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
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Investment Podcast #20 – Australian Small Caps
The last few years have seen Australian small caps underperform large caps at the index level, making them …