Nov 7, 2023
In this thought-provoking episode, we welcome Ben, a dedicated
researcher in the field of financial services, to unravel the
intricacies surrounding the Statement of Advice (SOA). Drawing from
his extensive research and data analysis, Ben sheds light on
critical issues within the financial advice process.
Join us as...
Oct 29, 2023
Join us in this episode, where we're joined by Anthony Lyon, the
Managing Director at IIP Dealer Group. Anthony provides us with a
unique licensee perspective on the evolving world of financial
advice, shedding light on why more and more advisers are venturing
towards self-licensing.
In this insightful conversation,...
Oct 22, 2023
In this insightful episode, we sit down with Alisdair Barr, the visionary Founder of Striver, to delve into the pressing issue of the skills shortage in the financial services sector. Alisdair offers a profound exploration of why this gap exists and how our current educational pathways inadvertently contribute to the...
Oct 11, 2023
Join us in this episode as we embark on a captivating journey
through Dylan's career in the financial services industry. From the
moment he graduated university to achieving firm ownership, Dylan
shares his invaluable insights and experiences.
Discover the hidden importance of emotional energy in
the...
Sep 11, 2023
There's a lot of talk at the moment about AI and the role it will
play when it comes to Paraplanning.
The reality is, a lot of SOA's are simply not being read and in
this episode, I talk with Andrew Whelan who is the CEO of Dash
Technology to take us through what he is seeing advisers already
achieve with AI and how...