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Enhancing the Client Experience
In this new series, we speak with industry experts who are helping advice firms deliver an exceptional client experience – from mindset through to practical tips and tech tools you can start adopting today.
Host: Fraser Jack
Featuring: Stewart Bell, Kim Payne, Michael Back, Suz Chadwick and Greg Hansen.
Enhancing the Client Experience #1 – Stewart Bell
Stewart is the Founder and Business Coach at Audere Coaching and Consulting. In this first episode, Stewart and …
Enhancing the Client Experience #2 – Kim Payne
Kim is a Keynote Speaker, Trainer and Coach at 9rok Consulting. She joins Fraser to share her insights …
Enhancing the Client Experience #3 – Michael Back
Michael is a Business Coach and the Founder of Human to Human. Michael is a self-confessed client experience …
Enhancing the Client Experience #4 – Suz Chadwick
Suz is a Business and Mindset Coach, and in this episode she talks about how your brand aligns …
Enhancing the Client Experience #5 – Greg Hansen
Greg is the Senior Business Strategy Manager at HUB24 Limited. He and Fraser deep dive into the technology …
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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 …