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Investment Philosophies in Action
In the “Investment Philosophies in Action” podcast series, join host Peita Diamantidis in her journey with industry leaders like Clint Nice, Michael Bova, and Leong Tang, as they offer deep insights into the development and implementation of effective investment philosophies. They explore how they’ve crafted and applied their investment philosophies in real-world scenarios, how to leverage AI tools to enhance client communication and education, and the practical challenges of integrating a structured philosophy into wealth management practices.
Investment Philosophies in Action #1
In this episode, Peita is joined by Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss …
Investment Philosophies in Action #2
In this installment, Peita talks with Michael Bova, Founder and Managing Director at Family Wealth Advisory. They discuss …
Investment Philosophies in Action #3
In this final episode, Peita speaks with Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They explore …
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#462 Josh Pennell
In this episode, James talks with Josh Pennell. He and James discuss his work at Prosper Advisory, including …
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Advice 2030 #1
In this first episode, Peita talks with John O’Mahony and Deen Sanders from Deloitte Access Economics. They discuss …
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Advice 2030 #2
In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how …
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Advice 2030 #3
In this episode, Peita talks with Kerry Ong, General Manager – Customer at Iress. They discuss the importance …
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Advice 2030 #4
In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager – Wealth at Iress. They …
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AdviceTech Podcast #100 – moneyGPS
This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, …
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#461 Carlie Thatcher
Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, …
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How Australia Retires #1
In this first episode, Tanya is joined by Libby Newman, Senior Investment Specialist – Strategy and Research at …
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How Australia Retires #2
In this episode, Tanya speaks with Suzanne Haddan, Managing Director and Representative at BFG Financial Services. They continue …
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Engine Room Podcast #49 – Brett Taggart
Brett is the Managing Director at Bell Partners Wealth Creation and Financial Advisory. He and Andrew discuss his …