Series: Revealed Preferences: The Key to Deeper Client Understanding and Better Advice
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Revealed Preferences: The Key to Deeper Client Understanding and Better Advice
In this podcast series, join host Dean Holmes and industry experts to explore revealed preferences – a new client insight method that unlocks fresh client data and better, more personalised advice.
Host: Dean Holmes
How to get Richer Client Insights for Better Advice: Revealed Preferences #1
In this first episode, Dean is joined by Simon Cammiss, Founder and Wealth Adviser at Wealthyer, and Shachar …
Advising Modern Couples Equitably: Revealed Preferences #2
In this episode, Dean talks with Mark Pearson, Senior Financial Advisor at Innovative Wealth Solutions, and Pat Spenner, …
Advising Australians on Sustainable Investing: Revealed Preferences #3
In this installment, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard …
Engage Clients with Excellent Re-profiling: Revealed Preferences #4
In this final episode, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how …
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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 …