Proudly sponsored by Allianz Retire+
In this two-part series, host Peita Diamantidis is joined by Naomi Holmes and Ben Marshan to explore the Retirement Experience Framework. Together, they examine how advisers can move beyond the numbers to support the emotional, identity, and lifestyle transitions of retirement. From creating deeper client connections to rethinking the value of advice, these conversations explore practical ways advisers can help their clients achieve a more meaningful and fulfilling retirement experience.
Retirement Experience Framework #1
In this episode, Peita talks with Ben Marshan and Naomi Holmes. They discuss how advisers can better support …
Retirement Experience Framework #2
In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers …
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AdviceTech Podcast #156 – Finura Group & Advice Designer
This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group’s evolution, practical …
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#519 Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser …
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Investment Feed Insights #5
In this episode, Neil is joined by Alexander Cousley and Samantha Foster from Russell Investments. They discuss their …
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AdviceTech Podcast #155 – AI-Powered Client Acquisition
This week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven …
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#518 Paul Cupic
Paul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to …
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Pursuing a Better Investment Experience #1
In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional …
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Pursuing a Better Investment Experience #2
In this episode, Brendon is joined again by Slava Platkov, Senior Investment Director and Vice President at Dimensional …
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Pursuing a Better Investment Experience #3
In this final instalment, Brendon speaks to Paul Turner, Head of Advisor Group, Australia and Vice President at …
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Engine Room Podcast #80 – Prashant Nagarajan
In this episode, Rocksy speaks with Prashant Nagarajan, Co-founder, Financial Adviser and Mortgage Adviser at Finnacle. They discuss …
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AdviceTech Podcast #154 – Client First Tech Stacks
In this week’s episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. …