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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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#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 …