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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…
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, …
After a few weeks hiatus, The Innovating Advice Show is back! Here's a look back at the show in 2020, what I've been up to during the hiatus and what's new with the show and Innovating Advice in 2021 (hint: lots!). Note: This was my first ever live stream and I'm uploading the audio unedited for …
Penny Phillips, President and co-Founder of Journey Strategic Wealth, has spent years supporting financial advisors to embrace change and discover new ways to thrive. In this episode, Penny and I discuss old belief systems and structures and how to shed them in order to grow your business. Penny …
Vastuuvapautusilmoitus: Tälle sivulle upotettu podcast ja kuvitus ovat peräisin Kate Holmes:ltä, joka on sen omistajan omaisuutta, eikä se ole sidoksissa Listen Notes, Inc:n tukemaan.