PODCAST · business
The Innovating Advice Show
by Kate Holmes
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.
Episodes
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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…
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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,...
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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...
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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...
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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…
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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...
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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…
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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...
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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,...
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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...
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Shedding Old Belief Systems and Structures in Order to Grow with Penny Phillips [Ep77]
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...
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Plan for Full Time Living, Not Retirement with Natalie Yan-Chatonsky [Ep76]
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 on...
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BONUS: The Innovating Advice Show Returns!
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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Ditching Jargon and Creating a Fun, Multi-Award Winning Brand with Keith Boyes [Ep75]
*Note: This is the last episode of 2020 and the podcast will be taking a few weeks off in January to make some fun updates. Wishing you and yours a wonderful holiday and a joyous new year! In this final episode of 2020, we're joined by our first guest from Scotland, Keith Boyes. Being the first...
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Retirement Living and Aged Care Planning with Rachel Lane [Ep74]
With the coronavirus pandemic most strongly affecting our older generations and bad press around the world from outbreaks in aged care facilities I invited Rachel Lane on to get a better understanding of aged care, how much of the news represents reality and when and how advisers should be having...
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Inspiring the Entrepreneurial Revolution in Financial Planning with Dean Holmes [Ep73]
If you are currently a business owner or think it might be on your horizon, this episode is for you. I'm joined by Dean Holmes, co-founder of The Wealth Network in Australia where they're inspiring the entrepreneurial revolution in financial planning. We're chatting about the ups and downs and...
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Business Development in this Virtual World with Sabrina Lowell [Ep72]
If you've been wondering how you can bring clients and prospects together for valuable virtual discussions, both large and small, this episode is for you. We're talking through how Private Ocean has pivoted their business development and client engagement initiatives in this virtual world. And...
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The History and Future of Financial Planning, in Academics and in Practice with Dr. Nathan Harness [Ep71]
We talked wine lists, trees growing backwards and the wild west, all in the name of continuing to build this wonderful #financialplanning profession. Dr. Nathan Harness, Director of Financial Planning at Texas A&M University, also shares the inherent solution biases most people have based on…
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A Unique Approach to Hiring and the Positive Impact That Can Have on the World with Stacey McKinnon [Ep70]
Stacey McKinnon is the Chief Operating Officer at Morton Capital Management in California which manages $2bn in assets and has a team of 45 people. What's surprising, though, is that 75% of those team members came to Morton with no prior experience in financial services. In this episode, we're...
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Building Your Online Brand to Attract Your Ideal Clients with Tim Slatter [Ep69]
We're discussing two key topics that I've been hearing from you: How do you attract your ideal client and how do you overcome those internal barriers that prevent you from creating and sharing content that will attract your ideal client? And listen until the end where Tim shares a cool new…
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Understanding Personal Finance Across the Wealth Spectrum with Phuong Luong [Ep68]
Phuong Luong, Founder of Just Wealth in the U.S. is a burst of inspiration. She's a career changer from teaching to financial planning and when she decided to make the switch, she jumped right in and started her own virtual, fee-only financial planning business. If you know someone that's...
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NextGen Planners Mindset and Opportunities with Rohan Sivajoti [Ep67]
Being a NextGen Planner is about your mindset, not age (thankfully!). Rohan Sivajoti, co-founder of NextGen Planners in the UK, talks about what it means to have that NextGen mindset, upcoming initiatives that may be of interest to you and when you should say yes to everything. He's also the...
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The Staying Power of Email Marketing to Attract Your Ideal Clients with Faith Liversedge [Ep66]
Marketing encompasses a huge range of activities and mediums, and in this episode we're focusing on the staying power of email marketing to attract, retain and grow your ideal clients. Faith Liversedge shares what your website should, and shouldn't, have before diving in to email marketing. She...
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How IQ + EQ = Real Financial Planning with Scott Frank [Ep65]
As we look towards the future (and present) of financial planning, will technical knowledge carry the same weight? Are the necessary skills for delivering true financial planning shifting? Scott Frank, Founder of Stone Steps Financial, shares an equation he's been working on — that IQ + EQ = Real...
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Incorporating Financial Therapy in Your Business with Dr. Kristy Archuleta [Ep64]
You know that couples fight about money and you've seen clients that just aren't ready to move forward with their plan. But have you considered adding a financial therapist or relationship expert to your centers of influence? Dr. Kristy Archuleta is a Marriage and Family Therapy expert and a...
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The Psychology of Money and How the Wealthy Really Live with Dr. Brad Klontz [Ep63]
Dr. Brad Klontz is on the show talking about the intersection of financial psychology and financial planning which is endlessly fascinating. Dr. Klontz shares how financial trauma and money beliefs can be passed down through generations and his research on the effectiveness of financial education...
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How to Build a Successful Advice Business, Without Prior Advice Experience! with Jessica Brady [Ep62]
Whether you're planning to start your own business or looking at ways to innovate an existing business, this episode is chock full of great advice. Jessica Brady walks us through the two years of planning that she and her business partner, Glen, did before launching Fox & Hare. She discusses the...
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Fees and Services: From Traditional AUM to Flat Fees, Part II with Dan Haylett [Ep61]
I'm joined once again by Dan Haylett, a Life Centered Financial Planner at TFP Financial Planning in the UK. Dan was first on episode 52 where we took a deep dive into how TFP has structured their fees and service offerings, moving from traditional percentage charges to flat fees. In this…
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Upskilling Beyond the Technical: Bringing More Meaningful Skills to Client Relationships with Mariette Tappan [Ep60]
If you've been wondering about up-skilling beyond a CFA or CFP designation, and want to work more on the human side of money and increase your soft skills, this episode is for you. I'm joined by Mariette Tappan, who holds the distinction of being the first Certified Financial Transitionist® in...
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Managing Anxiety, Mental Health and Wellbeing in Business and Life with Nick Elston [Ep59]
Nick Elston is one of the highest profile and leading inspirational speakers on the lived experience of mental health. We're chatting about the masks we wear, whether we realize it or not, and how to evolve company culture around anxiety. Nick also shares how vulnerability, when practiced daily…
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How Financial Services Can Be More Inclusive to LGBTQ+ Clients and Colleagues with Cait Howerton [Ep58]
As attention and efforts on diversity, equity and inclusion grow in financial services, you may be wondering what specifically you can (and should) do within your organization. In this episode, Cait Howerton, MBA, AFC®, CFP® talks us through the evolving language and terminology used in the…
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Humans Under Management and Behavioral Finance with Andy Hart [Ep57]
Andy Hart, founder of Maven Adviser in the UK and the Humans Under Management Behavioral Finance Conference, joins the show. He shares what Humans Under Management (HUM) means, how the HUM events came about and we discuss this year's virtual event happening on the 8th of September with great...
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The Human Advisor Approach and Inspiring All 'Onward to Greatness' with Dasarte Yarnway [Ep56]
A true thought leader, entrepreneur and inspiration for this generation, Dasarte joins the show and: shares the powerful story behind his Onward to Greatness brand; discusses how he's structured Berknell Financial Group, which he started at age 24, with three distinct client groups to serve…
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Financial Planning for Women During Divorce and Separation with Dominique Bergel-Grant [Ep55]
Dominique is a proud Tall Poppy Woman (who shares what that means for those outside of Australia and New Zealand!). We discuss how divorce and separation are different for women than men, special financial planning considerations and how to empower women with their finances before they're going...
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Elevating Your Business and Client Value From Below the Line to Above the Line with David Haintz [Ep54]
I'm joined by David Haintz, founder of Global Adviser Alpha in Australia which he started after a very successful exit from his prior firm in 2015. With a 30 year career as an adviser, David is now focused on his passion of helping global advice businesses become world class. In this episode…
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Building the World's Best Independent Advice and Education Platform for Women with Olga Miler [Ep53]
Olga Miler is co-founder of SmartPurse which is empowering women from all over the world to build each other up and reach new heights of financial independence. In this episode, Olga, who co-founded and developed UBS Wealth Management's award-winning global female program and the Gender ETF…
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Fees and Services: From Traditional AUM to Flat Fees and Three Service Levels with Dan Haylett [Ep52]
We're taking a deep dive into how TFP Financial Planning in the UK has structured their fees and service offerings. This was was a big transition for them moving to fixed fees for both initial and ongoing services. My guest is Dan Haylett, a Life Centered Financial Planner at TFP which is at the...
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Conversations at the Intersection of Money and Health with Carolyn McClanahan [Ep51]
Carolyn McClanahan, who is both a medical doctor and a CFP professional, specializes in the intersection of health and money. She joins the show to chat about leveraging this opportunity to introduce or expand conversations with clients around health and estate planning, reviewing insurance...
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Beyond Financial Planning: Evolving to the Most Client-Centric Model with Brian Foster [Ep50]
Hard to believe it's been 50 amazing episodes already! Thank you for being part of this journey, for allowing me into your lives each week and for all you're doing to propel this profession forward. In this episode, I'm joined once again by Brian Foster, founder of The Financial Caddie - a global...
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Bringing Professionalism and Operational Excellence to Advisor's Businesses with Michelle Hoskin [Ep49]
Michelle Hoskin, Founder and Director at Standards International which is the powerhouse behind professionalism and operational excellence in financial services, joins the show. Michelle, whom many may know as Little Miss WOWW, gives us the real story behind where that name came from. She also...
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From Corporate America to #CFPpro Challenging Our Thinking on Race and Gender Inclusion with Mike Kelly [Ep48]
Mike Kelly had a long and successful career in corporate America and, with a love for helping people, first entered financial services as a side hustle. Quickly dismayed by the focus on selling, he left. But having seen and experienced systemic racism in financial services since childhood and...
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Bringing More Women Into Client-Facing Roles and Building an All-Women Firm with Gretchen Betts [Ep47]
Gretchen Betts, Managing Director at Magenta Financial Planning in the UK, which has a team of all women, joins the show. Gretchen shares how and why the name Magenta, and its fantastic name-inspired branding, came to be. We chat about building a team of all women, how to bring more women into…
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How to Excel in Branding and Marketing and Making a Charitable Impact as a B1G1 Business for Good with Ben Nash [Ep46]
Ben started Pivot Wealth five years ago and I've always been in awe of his branding and marketing. We're talking through his approach to both, including his experience and success with videos, social media, webinars and in person events where he's getting up to 85% conversion, LinkedIn, podcasts...
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Building the McDonald's of Financial Advice with the Best Work-Life Balance with Carissa Fairbrother [Ep45]
Carissa Fairbrother, who is the first guest from New Zealand, joins the show to chat a little about the country and the advice market in New Zealand before diving in and learning about RIVAL Wealth which Carissa started with her husband Tim in 2008. They now have 20 employees and won a national...
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Financial Wellbeing: the Study and Application of How Money Can Make Us Happy with Chris Budd [Ep44]
Chris Budd, author of The Financial Wellbeing Book, host of the Financial Wellbeing podcast and founder of The Initiative for Financial Wellbeing, joins the show to chat about financial wellbeing which is the study and application of how money can make us happy. Chris shares the personal journey…
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Lessons From Seven Years of Building a Successful Monthly Retainer Business with Eric Roberge [Ep43]
Eric Roberge, CEO of Beyond Your Hammock in Boston, Massachusetts joins the show for what is essentially an awesome masterclass for anyone considering or in the process of starting their own business or moving in a new direction. Eric followed his gut and started Beyond Your Hammock in 2013 as a...
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Using Technology and Small Acts to Enhance Human Connection with Emily Blanch [Ep42]
Emily Blanch, Head of Community and Platform Experience at XY Adviser in Australia, joins the show to chat about technology and processes that amplify the human element, how sometimes the smallest acts have the biggest impact and building a community for your clients. Emily goes out of her way to...
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Starting a Business While You're Young and Not Having to Unlearn with Louis van der Merwe [Ep41]
Louis van der Merwe joins the show to talk about starting WealthUp in South Africa when he was in his mid-20's. We also chat about how Louis gained the confidence and skill to start a financial planning business so young, how it's grown to have four employees - all on salary, Louis' thoughts on...
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Kate's Story and Answers to Listener Questions with Kate Holmes [Ep40]
Thank you to the many listeners that have reached out wanting to learn more about my story and specific approach. As more listeners have reached out I thought it would be valuable to answer the eight most common questions I receive. So in this episode with me, myself and I, I'm sharing more about...
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How to Learn From Global Experts in #FinancialPlanning for Free with Adam Owen [Ep39]
Thrilled to be partnering with NextGen Planners in the UK to bring you amazing guests from around the world during free, virtual, 30-minute shows live-streamed on YouTube from 08:30h-09:00h a.m. in EVERY time zone around the world from 8:30am UK time on Monday, 22 June - 8:30am UK time on…
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ABOUT THIS SHOW
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.
HOSTED BY
Kate Holmes
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Frequently Asked Questions
How many episodes does The Innovating Advice Show have?
The Innovating Advice Show currently has 90 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Innovating Advice Show about?
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...
How often does The Innovating Advice Show release new episodes?
The Innovating Advice Show has 90 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Innovating Advice Show?
You can listen to The Innovating Advice Show on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Innovating Advice Show?
The Innovating Advice Show is created and hosted by Kate Holmes.
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