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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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#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 …
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
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AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …
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441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
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Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
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AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
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#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
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Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …
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AdviceTech Podcast #77 – FinMate AI
This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker …