All Episodes

Ep 107: Behavioural finance, family offices & the future of advice – Prof. Lauren Cohen, Harvard Business School

Ep 106: The insights powering advice in the year ahead – The 2025 roundup

Ep 105: Breaking growth barriers in advice – Eliza De Pardo, Founder, De Pardo Consulting

Ep 104: Innovation through simplicity - Alex Zaccaria, Co-Founder and CEO, Linktree

Ep 103: Curating a competitive edge with culture - Michael Goodman, President, Wealthstream Advisors Inc.

Ep 102: Simplifying technology and processes to scale firms-Danni Le Grande

Ep 101: Supercharging self-licensed firms - Kon Costas

Ep 100: Crafting a 25-year overnight success - Michael Heine

Ep 99: Scaling advice with AI and avatars - Dan Solin

Ep 98: Decoding wealth with data - Andrew Inwood

Ep 97: Building a thriving community of advice professionals - Clayton Daniel

Ep 96: Engaging the next generation on their finances - Brett Joffe & Justin Joffe

Ep 95: The 2024 roundup episode

Ep 94: Embracing play at work to innovate and collaborate – Tane Hunter & Dara Simkin

Ep 93: Keeping wealth and succession in the family - Philip Pryor

Ep 92: Optimising advice firms for business efficiency - Sue Viskovic

Ep 91: Growing the licensee of the future - Hugh Humphrey

Ep 90: Building bonds in the financial sector - Danielle Press

Ep 89: Sharpening advice firms for a competitive edge - Dean Lombardo

Ep 88: Expanding horizons with alternative assets – Lawrence Calcano

Ep 87: Partnering with purpose to create a better world - Jean Oelwang

Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Rey

Ep 85: Leadership lessons from Facebook's former CEO - Stephen Scheeler

Ep 84: The 2023 roundup episode

Ep 83: Ringing in the changes for the financial industry - Marcus Price

Ep 82: Achieving the unachievable for financial services - Sarah Abood

Ep 81: Raising the voice of the financial sector - Blake Briggs

Ep 80: Harnessing the power of AI in the advice industry - Dr. Michael Kollo

Ep 79: Evolving the client value proposition with technology – Matt Heine

Ep 78: Empowering students for their financial future - Kendall Flutey

Ep 77: Strategic perspectives on scale and independence – Matt Brinker

Ep 76: Building a wealth platform to transform lives – Brent Brodeski

Ep 75: Talking about a revolution in investing - Jennifer Risher

Ep 74: Customising client experiences and advice with technology – Nathan Fradley

Ep 73: Reconciling profitability with impact investing – Ben Krasnostein

Ep 72: Embracing a growth mindset and visioning the new quo – Luke Sayers

Ep 71: The changing face of the wealth industry – Dr. Isaac Poole

Ep 70: The true cost of independent wealth advice – Steve Tucker

Ep 69: Building a wealth business with investment insight – David Wright

Ep 68: Curating your client's best life with wealth technology – Santiago Burridge

Ep 67: Connecting staff and technology to scale wealth firms – Catherine Robson

Ep 66: The emotional dimension of business and wealth strategy - Kristine Brooks

Ep 65: Utilising governance and tech to scale wealth firms - Jonathan Christie

Ep 64: A human approach to risk, technology and wealth - Martin Franc

Ep 63: Steering family offices through powerful networks - Richard Milroy

Ep 62: Capitalising on data with wealth technology - Paul Campbell

Ep 61: Talking tech with the founder of SEEK and Square Peg Capital – Paul Bassat

Ep 60: Exploring ESG, impact investing and the megatrend of net zero - Kate Temby

Ep 59: Delivering hyper-personalised wealth solutions with technology - Greg Kirk

Ep 58: Navigating a crisis through wealth and wellbeing - Matt Brown

Ep 57: Technology and the licensee of the future - Neil Younger

Ep 56: Making super work for Australians - Senator Andrew Bragg

Ep 55: Benchmarking for success - Sarah Brennan

Ep. 54: Future proofing - the increasing importance of ethical investing – John McMurdo

Ep 53: The value of financial advice - Jodie Hampshire

Ep 52: Creating a client experience in your advice business - Julie Littlechild

Ep 51: Past, present, and future of financial planning technology - Andrew Walsh

Ep 50: Creating a modern advisory business for today's dynamic economy - Neville Azzopardi

Ep 49: Creating a healthy workplace - Damien Mu

Ep 48: Collaborating with the media - Michelle Baltazar

Ep 47: The expanding role of financial advisers - Clayton Daniel

Ep 46: Exploring the qualities of successful leaders - Brett Kelly

Ep 46: Exploring the traits of successful leaders - Brett Kelly

Ep 45: AdviceTech Leaders Series - Fraser Jack, Advice Intelligence

Ep 44: AdviceTech Leaders Series - Shane Nicholas, Innate Wealth

Ep 43: AdviceTech Leaders Series - Dan Rake, Freedom Finance Australia

Ep 42. Capitalising on curiosity - Hamish Douglass

Ep 41: Superannuation - Past, present and future - Jeremy Cooper

Ep 40: Communicating your adviser alpha - Carl Richards

Ep 39: Advancing the financial advice industry - Matthew Rowe

Ep 38: Evolving risk-profiling and adopting goals-based advice - Wade Matterson

Ep 37: Shaping team culture and the real value of financial advice - Alva Devoy

Ep 36: What makes an attractive advice firm? - Paul Barrett

Ep 35: Improving the financial capability of young Australians - Kendall Flutey

Ep 34: The changing market of financial advice - Mark Hoven

Ep 33: The future direction of financial advice platforms - Michael Blomfield

EP 32: COVID-19 special - Managing culture, clients and technology - Andrew Rutherford

Ep 31: COVID-19 special - Adapting to remote working - Ray Djani

Ep 30: The essential ingredients for success - Grant Hackett OAM

Ep 29: Industry trends financial advisers should know - Andrew Inwood

Ep 28: The future of portfolio construction - Charlie Haynes

Ep 27: Lessons in leadership, management and family advisory - David Smorgon OAM

Ep 26: Hiring the next generation of advisers - Alisdair Barr

Ep 25: How advice documents are evolving with AI and lessons from a successful entrepreneur - Joel Robbie

Ep 25: How advice documents are evolving with AI and lessons from a successful entrepreneur

Ep 24: How to articulate your value effectively - Kim Payne

Ep 23: Starting your own business - Paul Heath

Ep 22: Communicating effectively with clients - Scott West

Ep 21: The future of ESG and impact investing - Richard Brandweiner

Ep 20: Bringing private equity to investors - Russell Pillemer

Ep 19: LICs, franking credits and philanthropy - Geoff Wilson

Ep 18: Why education standards matter - Dante de Gori

Ep 17: Building a culture of success - Jeremy Duffield

Ep 16: Why financial advisers are embracing ETFs - Alex Vynokur

Ep 15: Improving your productivity - Vanessa Bennett

Ep 14: Why advice businesses should have a strategic plan - Brad Fox

Episode 14: Why advice businesses should have a strategic plan

Ep 13: The role of the media - Aleks Vickovich