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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 …
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…
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 …
Отказ от ответственности: Подкаст и иллюстрации, встроенные в эту страницу, взяты из Kate Holmes, который является собственностью его владельца и не связан или не одобрен Listen Notes, Inc.