The Innovating Advice Show
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The Innovating Advice Show
Listen Score
LS 30
Global Rank
TOP 5%

ABOUT THIS PODCAST 🔗

The show for forward-thinking financial advisers, financial planners and related professionals from all corners of the globe. Featuring innovative and action-oriented guests worldwide discussing the latest in practice management strategies and technology, fintech and FPtech (financial planning technology), diversity, business models and fee structures, and shifting consumer expectations.
Business
Tech News
News
Investing
Update frequency:
weekly
Average audio length:
42 minutes
English
United States
90 episodes
since Feb. 15, 2020
episodic
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IN THIS PODCAST 🔗

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LATEST EPISODE 🔗

Intergenerational Challenges of Moving from Peak 1 to Peak 2 with Matthew Jackson [Ep87]

Intergenerational Challenges of Moving from Peak 1 to Peak 2 with Matthew Jackson [Ep87]

#NEXTGEN21 Global Conference: https://bit.ly/globalfpconf In their thought-provoking white paper, New Frontiers in Wealth Management, Matthew Jackson and Bob Veres examine how advice firms can ensure long-term survival in a changing world. In this episode, Matthew joins to take a look at one of t…
00:34:20
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PREVIOUS EPISODES

An Intro to Crypto, Bitcoin, Blockchain and More with AJ Nary [Ep86]

An Intro to Crypto, Bitcoin, Blockchain and More with AJ Nary [Ep86]

Global conference tickets: https://bit.ly/globalfpconf Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm We are going back to basics for an intro to blockchain, bitcoin, crypto and this NFT craze. I'm joined by AJ Nary, founder of HeightZero,…
00:32:38
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It's a Small World: Living and Working with Clients Globally with Hui-chin Chen [Ep85]

It's a Small World: Living and Working with Clients Globally with Hui-chin Chen [Ep85]

Global conference tickets: https://bit.ly/globalfpconf Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm As the world reopens and remote work continues, you or your clients may be thinking about moving internationally for fun, career or marria…
00:33:29
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Escape the Workaholic Trap and Achieve Balance with Dr. Travis Parry [Ep84]

Escape the Workaholic Trap and Achieve Balance with Dr. Travis Parry [Ep84]

Global conference tickets: https://bit.ly/globalfpconf Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm If you're struggling to achieve or maintain balance, as so many of us are, this episode is for you. Dr. Travis Parry, author of Achieving…
00:33:01
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Authentically and Successfully Grow in Less Than 5 Hours Per Month with Ali Marchand [Ep83]

Authentically and Successfully Grow in Less Than 5 Hours Per Month with Ali Marchand [Ep83]

If you've been resisting marketing because it's seen as expensive, time consuming or salesy, this episode is for you. I'm joined by Ali Marchand, CEO of Impresm in Switzerland, which specializes in accessible and innovative marketing for financial planners. She's breaking down the three things tha…
00:37:39
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Creating and Maximizing Opportunities from Day One with Russell Ho [Ep82]

Creating and Maximizing Opportunities from Day One with Russell Ho [Ep82]

If you're looking for ways to stand out, come out of your shell or battle that pesky imposter syndrome, this episode is for you. From his first job in financial services at a large company, Russell Ho leveraged his creativity and determination to stand out, impress the well-funded marketing departm…
00:32:45
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Silver Linings: A Reflection on the Positives of the Last Year with Francois du Toit [Ep81]

Silver Linings: A Reflection on the Positives of the Last Year with Francois du Toit [Ep81]

Sign up for guest and episode notifications https://bit.ly/JoinIA20 Francois du Toit is back on the show for a celebration of all the good things that have come out of the last year. Amidst the many tragedies of the last year we have seen: 🌟people and initiatives evolving this profession 🥇new and…
00:32:34
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The Future is Bright for Young Women in Financial Planning with Chanelle Pattinson [Ep80]

The Future is Bright for Young Women in Financial Planning with Chanelle Pattinson [Ep80]

Chanelle Pattinson is a rising star and young woman in financial planning. She grew up thinking financial advice was boring and that advisors just drink tea and make money grow through watching her father. But after dipping her toe in, she quickly fell in love with financial advice. But when she…
00:33:03
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Make Each Year of Your Client Experience Better than the Last with Michael Back [Ep79]

Make Each Year of Your Client Experience Better than the Last with Michael Back [Ep79]

Michael Back, founder of Human to Human in Australia which helps financial advisors create loyal clients who make your business more profitable, joins the show. Michael is a customer experience enthusiast, business coach, people lover and multi-award winning marketing consultant. In this episode, …
00:43:33
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Attracting and Developing Nextgen Talent with Kate Healy [Ep78]

Attracting and Developing Nextgen Talent with Kate Healy [Ep78]

Kate Healy, who is known and admired for her expertise and passion around all things nextgen in financial planning, joins the show. We're chatting about how the pandemic has been a catalyst for change in how we go about attracting and developing the next generation of talent - not just in client f…
00:42:18
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Disclaimer: The podcast and artwork embedded on this page are from Kate Holmes, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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