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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…
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 …
Welcome to the return of our regularly scheduled episodes! Natalie Yan-Chatonsky, founder of Full Time Lives in Australia, works with financial planners to help change the conversation around retirement and help people build healthy, meaningful and connected lives after full-time work. Listen o…
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 …
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