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Wellness: A Key Foundation for the Practice of the Future
In this podcast series, host Ryan Watson is joined by a panel of industry professionals in exploring and understanding all things wellbeing through a financial advice lens. They discuss the foundations of financial wellbeing, how it can be used in a personal sense, as well as taught as a practice to clients.
Host: Ryan Watson
Wellness: A Key Foundation for the Practice of the Future #1
In this first installment, Ryan speaks to Amie Baker, Director, Financial Adviser and Certified Money Coach at Rekab …
Wellness: A Key Foundation for the Practice of the Future #2
In this episode, Ryan is joined by Harry and Tristan from Purpose Advisory. They talk about how mental …
Wellness: A Key Foundation for the Practice of the Future #3
In this installment, Ryan chats with Tim Henry, Financial Advisor and Owner at Aspire Its Your Life. They …
Wellness: A Key Foundation for the Practice of the Future #4
In the last episode in this series, Ryan talks to Marshall Ross, Risk and Strategy Advice Manager at …
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AdviceTech Podcast #80 – Employment Hero
In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …
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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, …