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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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#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 …