Ranked #1
IA 016: Cybersecurity and Technology with Joel Drake
IA 016: Cybersecurity and Technology with Joel Drake
Joel Drake, a technology specialist, joins the show for the most actionable episode yet. We are discussing the top four ... Read more
19 Mar 2020
•
53mins
Ranked #2
How to Increase Cultural Intelligence to Better Connect with Clients with Stephanie J. Lee [Ep33]
How to Increase Cultural Intelligence to Better Connect with Clients with Stephanie J. Lee [Ep33]
If you like smiling and making eye contact, how do you react if a client doesn’t smile or make eye contact? If they inte... Read more
19 May 2020
•
40mins
Ranked #3
Beyond Financial Planning: The Next Stage of Evolution with Brian Foster [Ep32]
Beyond Financial Planning: The Next Stage of Evolution with Brian Foster [Ep32]
Which stage are you at and which stage would you like to be at? In this episode, we’re talking through what Brian Foster... Read more
14 May 2020
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47mins
Ranked #4
How Coaching is Financial Planning Done Correctly with Kim Potgieter [Ep31]
How Coaching is Financial Planning Done Correctly with Kim Potgieter [Ep31]
There’s a perception that coaching is separate from financial planning but it's integral to true financial planning. It’... Read more
12 May 2020
•
42mins
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Ranked #5
How to Build a Valuable Business Versus Building a Practice with Daniel Hanzelka [Ep30]
How to Build a Valuable Business Versus Building a Practice with Daniel Hanzelka [Ep30]
There are a few things Daniel wished he learned earlier in his career. In this episode, we talk through those so you can... Read more
7 May 2020
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44mins
Ranked #6
How Trauma Launched a Successful Financial Coaching Business with Catherine Morgan [Ep29]
How Trauma Launched a Successful Financial Coaching Business with Catherine Morgan [Ep29]
There’s a much needed shift happening as financial services professionals realize that helping clients is rarely accompl... Read more
5 May 2020
•
41mins
Ranked #7
When The Penny Dropped: From Product Sales to Doubling Down on Being Human with Amyr Rocha-Lima [Ep28]
When The Penny Dropped: From Product Sales to Doubling Down on Being Human with Amyr Rocha-Lima [Ep28]
Most people enter financial services and begin selling financial products. Many remain there through their career, or ge... Read more
30 Apr 2020
•
42mins
Ranked #8
Ditch the Status Quo and Build Your Ideal Life and Business with Derek Notman [Ep27]
Ditch the Status Quo and Build Your Ideal Life and Business with Derek Notman [Ep27]
As advisors are rapidly adjusting to a virtual model, Derek Notman, CFP and founder of Intrepid Wealth Partners joins th... Read more
28 Apr 2020
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43mins
Ranked #9
Building Your Online Brand with Purpose with Tim Slatter [Ep26]
Building Your Online Brand with Purpose with Tim Slatter [Ep26]
Having a website, social media presence, blog and newsletter are one thing, but knowing how to leverage them for maximum... Read more
23 Apr 2020
•
40mins
Ranked #10
Redesigning Work and Life to Build the Life You Want with Claudia Reuter [Ep25]
Redesigning Work and Life to Build the Life You Want with Claudia Reuter [Ep25]
Why are men promoted more often than women? Why do we still follow a Mon-Fri 9-5 schedule? Should you lean in, lean out ... Read more
21 Apr 2020
•
46mins
Ranked #11
Financial Planning in India Over the Last 20 Years with Lovaii Navlakhi [Ep24]
Financial Planning in India Over the Last 20 Years with Lovaii Navlakhi [Ep24]
Lovaii Navlakhi joins the show and shares how he started a financial planning practice in India nearly 20 years ago, bef... Read more
16 Apr 2020
•
32mins
Ranked #12
How Facebook Helped Build a Virtual, Highly Scalable Business with Adele Martin [Ep23]
How Facebook Helped Build a Virtual, Highly Scalable Business with Adele Martin [Ep23]
Adele Martin, CFP has built a truly innovative financial planning practice and joins the show to share her six foundatio... Read more
14 Apr 2020
•
40mins
Ranked #13
The Growth of Fee-Only Financial Advisors in the U.S. [Ep22]
The Growth of Fee-Only Financial Advisors in the U.S. [Ep22]
While the U.S. is unlikely to phase out or ban commissions as other countries have, more and more financial advisors are... Read more
9 Apr 2020
•
46mins
Ranked #14
Award-Winning, Independent Financial Advisor Practice, First Wealth, UK [Ep19]
Award-Winning, Independent Financial Advisor Practice, First Wealth, UK [Ep19]
Claire Phillips, Partner at First Wealth, joins the show to share how First Wealth is building a future-proof independen... Read more
31 Mar 2020
•
47mins
Ranked #15
IA 013: USA, Olympic Medalist to Financial Planner with Lauryn Williams, CFP®
IA 013: USA, Olympic Medalist to Financial Planner with Lauryn Williams, CFP®
Lauryn Williams, CFP® is a 4-time Olympian, 3-time Olympic medalist and the first American woman to medal in both the Su... Read more
12 Mar 2020
•
49mins
Ranked #16
IA 012: USA & Giving Yourself Grace with Sophia Bera, CFP®
IA 012: USA & Giving Yourself Grace with Sophia Bera, CFP®
Sophia Bera, CFP®, Founder of Gen Y Planning joins the show for a raw, unedited conversation between friends. We’re disc... Read more
11 Mar 2020
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52mins
Ranked #17
IA 011: USA With Maddy Roche Of XY Planning Network
IA 011: USA With Maddy Roche Of XY Planning Network
Maddy Roche, Director of Member Services at XY Planning Network, inspires with her journey into the profession and her p... Read more
10 Mar 2020
•
36mins
Ranked #18
IA 010: USA & Diversity with Jocelyn Wright, CFP®
IA 010: USA & Diversity with Jocelyn Wright, CFP®
Jocelyn Wright, CFP®, Founder of The Ascension Group and special adviser on gender diversity joins the show to kick off ... Read more
9 Mar 2020
•
44mins
Ranked #19
IA 007: Australia & Technology with Stephen Handley, CEO of Fin365
IA 007: Australia & Technology with Stephen Handley, CEO of Fin365
Stephen Handley is on the show talking all things technology, from making sure you’re getting the most out of your exist... Read more
3 Mar 2020
•
47mins
Ranked #20
IA 006: Africa with Rufaro Mucheka, PhD, CFP®, MBA
IA 006: Africa with Rufaro Mucheka, PhD, CFP®, MBA
Dr. Rufaro Mucheka shines a bright light on Africa in this episode. While people often look to mature markets to see tre... Read more
27 Feb 2020
•
46mins
