All Episodes
The Innovating Advice Show — 90 episodes
Intergenerational Challenges of Moving from Peak 1 to Peak 2 with Matthew Jackson [Ep87]
An Intro to Crypto, Bitcoin, Blockchain and More with AJ Nary [Ep86]
It's a Small World: Living and Working with Clients Globally with Hui-chin Chen [Ep85]
Escape the Workaholic Trap and Achieve Balance with Dr. Travis Parry [Ep84]
Authentically and Successfully Grow in Less Than 5 Hours Per Month with Ali Marchand [Ep83]
Creating and Maximizing Opportunities from Day One with Russell Ho [Ep82]
Silver Linings: A Reflection on the Positives of the Last Year with Francois du Toit [Ep81]
The Future is Bright for Young Women in Financial Planning with Chanelle Pattinson [Ep80]
Make Each Year of Your Client Experience Better than the Last with Michael Back [Ep79]
Attracting and Developing Nextgen Talent with Kate Healy [Ep78]
Shedding Old Belief Systems and Structures in Order to Grow with Penny Phillips [Ep77]
Plan for Full Time Living, Not Retirement with Natalie Yan-Chatonsky [Ep76]
BONUS: The Innovating Advice Show Returns!
Ditching Jargon and Creating a Fun, Multi-Award Winning Brand with Keith Boyes [Ep75]
Retirement Living and Aged Care Planning with Rachel Lane [Ep74]
Inspiring the Entrepreneurial Revolution in Financial Planning with Dean Holmes [Ep73]
Business Development in this Virtual World with Sabrina Lowell [Ep72]
The History and Future of Financial Planning, in Academics and in Practice with Dr. Nathan Harness [Ep71]
A Unique Approach to Hiring and the Positive Impact That Can Have on the World with Stacey McKinnon [Ep70]
Building Your Online Brand to Attract Your Ideal Clients with Tim Slatter [Ep69]
Understanding Personal Finance Across the Wealth Spectrum with Phuong Luong [Ep68]
NextGen Planners Mindset and Opportunities with Rohan Sivajoti [Ep67]
The Staying Power of Email Marketing to Attract Your Ideal Clients with Faith Liversedge [Ep66]
How IQ + EQ = Real Financial Planning with Scott Frank [Ep65]
Incorporating Financial Therapy in Your Business with Dr. Kristy Archuleta [Ep64]
The Psychology of Money and How the Wealthy Really Live with Dr. Brad Klontz [Ep63]
How to Build a Successful Advice Business, Without Prior Advice Experience! with Jessica Brady [Ep62]
Fees and Services: From Traditional AUM to Flat Fees, Part II with Dan Haylett [Ep61]
Upskilling Beyond the Technical: Bringing More Meaningful Skills to Client Relationships with Mariette Tappan [Ep60]
Managing Anxiety, Mental Health and Wellbeing in Business and Life with Nick Elston [Ep59]
How Financial Services Can Be More Inclusive to LGBTQ+ Clients and Colleagues with Cait Howerton [Ep58]
Humans Under Management and Behavioral Finance with Andy Hart [Ep57]
The Human Advisor Approach and Inspiring All 'Onward to Greatness' with Dasarte Yarnway [Ep56]
Financial Planning for Women During Divorce and Separation with Dominique Bergel-Grant [Ep55]
Elevating Your Business and Client Value From Below the Line to Above the Line with David Haintz [Ep54]
Building the World's Best Independent Advice and Education Platform for Women with Olga Miler [Ep53]
Fees and Services: From Traditional AUM to Flat Fees and Three Service Levels with Dan Haylett [Ep52]
Conversations at the Intersection of Money and Health with Carolyn McClanahan [Ep51]
Beyond Financial Planning: Evolving to the Most Client-Centric Model with Brian Foster [Ep50]
Bringing Professionalism and Operational Excellence to Advisor's Businesses with Michelle Hoskin [Ep49]
From Corporate America to #CFPpro Challenging Our Thinking on Race and Gender Inclusion with Mike Kelly [Ep48]
Bringing More Women Into Client-Facing Roles and Building an All-Women Firm with Gretchen Betts [Ep47]
How to Excel in Branding and Marketing and Making a Charitable Impact as a B1G1 Business for Good with Ben Nash [Ep46]
Building the McDonald's of Financial Advice with the Best Work-Life Balance with Carissa Fairbrother [Ep45]
Financial Wellbeing: the Study and Application of How Money Can Make Us Happy with Chris Budd [Ep44]
Lessons From Seven Years of Building a Successful Monthly Retainer Business with Eric Roberge [Ep43]
Using Technology and Small Acts to Enhance Human Connection with Emily Blanch [Ep42]
Starting a Business While You're Young and Not Having to Unlearn with Louis van der Merwe [Ep41]
Kate's Story and Answers to Listener Questions with Kate Holmes [Ep40]
How to Learn From Global Experts in #FinancialPlanning for Free with Adam Owen [Ep39]
Entrepreneurial Thinking and Building Your Customer Journey with Peita Diamantidis [Ep38]
Building Technologies and Solutions to Drive Scale and Efficiency with Chris Shuba [Ep37]
#PodcastBlackout
Changing the World Through Gamification and Revolutionizing Financial Literacy with Angel Rich [Ep36]
Engaging Women in Finance: Shocking Research and How to Close the Gap with Mara Harvey [Ep35]
Evolve or Dissolve: Rethinking What It Means To Be A Financial Planner with Cary List [Ep34]
How to Increase Cultural Intelligence to Better Connect with Clients with Stephanie J. Lee [Ep33]
Beyond Financial Planning: The Next Stage of Evolution with Brian Foster [Ep32]
How Coaching is Financial Planning Done Correctly with Kim Potgieter [Ep31]
How to Build a Valuable Business Versus Building a Practice with Daniel Hanzelka [Ep30]
How Trauma Launched a Successful Financial Coaching Business with Catherine Morgan [Ep29]
When The Penny Dropped: From Product Sales to Doubling Down on Being Human with Amyr Rocha-Lima [Ep28]
Ditch the Status Quo and Build Your Ideal Life and Business with Derek Notman [Ep27]
Building Your Online Brand with Purpose with Tim Slatter [Ep26]
Redesigning Work and Life to Build the Life You Want with Claudia Reuter [Ep25]
Financial Planning in India Over the Last 20 Years with Lovaii Navlakhi [Ep24]
How Facebook Helped Build a Virtual, Highly Scalable Business with Adele Martin [Ep23]
The Growth of Fee-Only Financial Advisors in the U.S. [Ep22]
How Are Advisors Adjusting to Working From Home? [Ep21]
Emotional Recognition Technology Improves Trust, Efficiency and Value [Ep20]
Award-Winning, Independent Financial Advisor Practice, First Wealth, UK [Ep19]
IA 018: Goals-based Advice with Fraser Jack of Advice Intelligence in Australia
IA 017: Singapore with Samantha Wong, CEO of Financial Planning Association of Singapore (FPAS)
IA 016: Cybersecurity and Technology with Joel Drake
IA 015: UK with Adam Carolan of Xentum and NextGen Planners
IA 014: USA & Innovating Budgeting with Hannah Moore, CFP®
IA 013: USA, Olympic Medalist to Financial Planner with Lauryn Williams, CFP®
IA 012: USA & Giving Yourself Grace with Sophia Bera, CFP®
IA 011: USA With Maddy Roche Of XY Planning Network
IA 010: USA & Diversity with Jocelyn Wright, CFP®
IA 009: South Africa & Building A Business with Francois du Toit, CFP®
IA 008: Brazil & Building A Monthly Retainer Practice with André Novaes, CEO of LifeFP™
IA 007: Australia & Technology with Stephen Handley, CEO of Fin365
IA 006: Africa with Rufaro Mucheka, PhD, CFP®, MBA
IA 005: Malaysia with Rajen Devadason, CFP
IA 004: The Netherlands with Andrea Middel of DURF Financieel Planners
IA 003: Canada and Nigeria with Emeka Udeagha, CFP®, CDFA®, MBA
IA 002: Brazil with Ana Cláudia Utumi, PhD, CFP®, TEP®
IA 001: Australia with Clayton Daniel of XY Adviser
IA 000: Welcome, What to Expect, About Kate