Financialadviser public
[search 0]
×
Best Financialadviser podcasts we could find (updated April 2020)
Best Financialadviser podcasts we could find
Updated April 2020
Join millions of Player FM users today to get news and insights whenever you like, even when you're offline. Podcast smarter with the free podcast app that refuses to compromise. Let's play!
Join the world's best podcast app to manage your favorite shows online and play them offline on our Android and iOS apps. It's free and easy!
More
show episodes
 
The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you shou ...
 
Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
 
Loading …
show series
 
From Triple J to the SoA. Jade Eley talks Ray through his journey from humble beginnings of balancing AMP Horizons with band practice (I Know Leopard). Now MD for Plan 4 Financial Solutions, Jade discusses how he has successfully transitioned the business and client relationships from his father. Plan 4 Financial Group Website: https://www.hillross…
 
Hearing Hannah Nguyen’s story will be aspirational for many - and rightly so. She is shooting the lights out with her volumes, though she is far from resting on her laurels. Currently writing around $86 M with a goal of $100M (and then $150M), Hannah and her team operate with precision and structure to enable deals to flow smoothly through their we…
 
In this podcast, Clayton chats to Paul Mann - Co-Founder and Financial Adviser at True Direction Financial (Privately owned and licensed), and CEO of the WSSA. True Direction Website: https://www.truedirection.com.au/ Paul Mann Linkedin: https://www.linkedin.com/in/paul-mann/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast i…
 
Luke Howes is the typical story of an ‘overnight success’ 15 years in the making. Better known as the founder of bankstatements.com.au, in our interview, Luke gives us the back story that brought us his fantastic innovation that now provides value for thousands of brokers and tens of thousands of clients alike. Immersed in the entrepreneurial world…
 
Like many a high performer, Nathan Aird is vividly clear on what’s important to him, and he is incredibly consistent in his approach to operating his brokerage so it can support his chosen lifestyle. And, these days, Nathan strictly operates a Monday-Friday brokerage. For some, the thought of not putting in some hours on the weekend or doing ‘home …
 
In this refreshingly honest interview, you’ll hear Mark Stevenson talk about the tribulations and triumphs of operating a broking business. Mark is the Managing Director of Finance division of Bell Partners, a multifaceted professional services firm that aims to ‘put a ring’ around their clients so they can offer a suite of services to each client …
 
In the last of the Ethical Investment Series, Clayton sits down with Tom Culver. Tom is a former adviser who founded Goodments, which matches ESG values with investments. Episode Resources: Goodments Website: https://goodments.com/ Tom Culver Linkedin: https://www.linkedin.com/in/tomculver1/ General Disclaimer – https://www.xyadviser.com/disclaimer…
 
From banking to broking, Jake Biddle shares with us how he took 10 years of accumulated knowledge in the finance industry to setup Saint Finance. And, though he’s on Australia’s west coast, it was his passion for the Saint Kilda football club that was the impetus behind the name. Like most before him, though Jake initially relied on family & friend…
 
In today's episode, Clayton is joined by Simon O'Connor. Simon is the CEO of the Responsible Investment Association Australasia and walks us through how advisers can give ethical investment advice. Episode Resources: Responsible Investment Website: https://responsibleinvestment.org/ Simon O'Connor Linkedin: https://www.linkedin.com/in/simonoconnor/…
 
In this episode of the Ethical Investment Series, Clayton talks to Marco Sepulveda - Senior Associate at Sustainalytics. Marco covers the spectrum of ethical investing and why consumer trends are leading this style of investment. Episode Resources: Sustainalytics Website: https://www.sustainalytics.com/ Marco Sepulveda Linkedin: https://www.linkedi…
 
From car showroom to running his own show, Nathan Smith is an impressive individual. In this candid interview, Nathan takes us behind the scenes as to how he is building a respected, productive and high-value brokerage that is making a difference in more ways than one. And, Nathan is also the first finance guest I’ve interviewed who is also a host …
 
In this episode, Clayton chats with Hope Evans - the director of Simply Ethical Advice. Hope runs a financial advice service out of Byron Bay, helping clients who want to their investment savings to have a positive impact on the world. Episode Resources: Simply Ethical Advice Website: http://www.simplyethicaladvice.com.au Hope Evans Linkedin: https…
 
Loading …
Google login Twitter login Classic login