Chris is the Founder of Master Your Money Now. He joins James to answer a few community questions on why he recently sold his business and the process involved.
Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/
Master Your Money Now Website: https://masteryourmoneynow.com.au/
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This week, Andrew sits down with Aimee Lucas, Practice Manager at Burke Britton Financial Partners. They discuss her journey from receptionist to Practice Manager, how their practice overcame their biggest mistakes, and how good planners are only as good as their team.
Aimee Lucas LinkedIn: https://www.linkedin.com/in/aimee-lucas-baa457153/
BBFP Website: https://www.bbfp.com.au/
Landmark Forum: https://landmarkworldwidemelbourne.com/
Echelon Front: https://echelonfront.com/
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This week we cover US Core CPI data, the Producer Price Index, the University of Michigan Consumer Sentiment survey, UK GDP numbers, the Chinese headline inflation print, and the Australian Federal Budget.
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In this episode, Peita chats with Julius Geis, Founderand CEO at MUA (Me, Us, All). They dive into MUA's employee engagement software, and discuss how it can be used to create a business culture that nurtures innovation and improves employees' emotional intelligence.
MUA Website: https://www.wemua.com/
Julius Geis LinkedIn: https://www.linkedin.com/in/juliusgeis/
Curiosity Corner (Spoke): https://spoke.app/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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Fraser is the Founder of The Cyber Collective. He returns to the podcast to chat with James about making advice more accessible through video.
Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123
The Cyber Collective Website: https://www.thecybercollective.com.au/
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This week, Andrew is joined by Brett Schatto, CEO at Pride Advice. They lift the lid on his practice and talk about how he went from investigating financial services as a detective to actually being in financial services. Brett also talks about how he developed the culture of his business, and how they support their ideal client base.
Brett Schatto LinkedIn: https://www.linkedin.com/in/brettschatto/
Pride Advice Website: https://prideadvice.com.au/
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This week we cover the Reserve Bank of Australia, the Federal Reserve meeting, US Non-farm payrolls, the EBC meeting, the NZ Labour market, JB HI-FI, the National Australia Bank, and Silver Lake Resources.
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In this episode, Peita is joined by David Spiteri, Founder and Owner of Life Tech Assist. They talk through the features of the insurance technical support service that provides advisors with independent assistance with life insurance queries, and the tools they supply to assist clients with the claim process.
Life Tech Assist Website: https://www.lifetechassist.com.au/
David Spiteri LinkedIn: https://www.linkedin.com/in/david-spiteri-life-tech-assist/
Curiosity Corner (My Social): https://mysocial.ai/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
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Tony is a Insurance Consultant at Tony Insurance. He joins James to talk about simplifying the insurance buying process for clients, and how the right process and compliance regime will make sure you are working to the right standard.
Tony Smilevski LinkedIn: https://www.linkedin.com/in/tonysmilevski/
Tony Insurance Website: https://tonyinsurance.com.au/
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This week, Andrew is joined by Peter Monahan, CEO at EJM Financial Services. They discuss how the practice has evolved over the years, how to manage the cultural integration of acquiring a business, and Peter's vision for the evolution of financial planning practices in Australia.
Peter Monahan LinkedIn: https://www.linkedin.com/in/peter-monahan-51b84813/
EJM Website: https://www.ejm.com.au/
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This week we cover Australian inflation data, US company earnings season, First Republic Bank, Blackmores and Kirin, Synlait, and Coles.
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This week, Peita talks with Katriel Warlow-Shill, Founder at CDM Solutions. They take a peek under the hood of the reporting tool, and how it can be used to access accurate and up-to-date client insurance information, creating better efficiencies for your practice.
CDM Solutions Website: https://www.cdmsolutions.com.au/
Katriel Warlow-Shill: https://www.linkedin.com/in/katriel-warlow-shill/
Curiosity Corner (My Mind): https://mymind.com
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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Paul is the CEO at AZ Next Generation Advisory. He and Clayton discuss the current state of the financial planning industry, the opportunities we have for innovation, and what practices are doing with tech efficiencies and scalable advice.
Paul Barrett LinkedIn: https://www.linkedin.com/in/paulbarrett2/
AZ Next Generation Advisory Website: https://www.aznga.com/
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Corey is the CEO at Verse Wealth. He joins Andrew to explore the motivations behind starting his own business, the organisational structure he opted for, and how it aligns with the advice delivery process he offers to his clients.
Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/
Verse Wealth Website: https://www.versewealth.com.au/
OKR Introduction: https://rework.withgoogle.com/guides/set-goals-with-okrs/steps/introduction/
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This week we cover higher US jobless claims, UK Wage inflation, softening NZ inflation, the RBA review, Tesla, Star Entertainment Group, Allkem and Santos.
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This week, Peita chats with Steve Holmes, Director and Co-Founder at Feedsy. They take a deep dive into the features of Feedsy, and how it can help time-poor advice businesses stay in contact with their clients with automated, relevant content.
Feedsy Website: https://www.feedsy.info/
Steve Holmes: https://www.linkedin.com/in/steverholmes/
Curiosity Corner (Blinq): https://blinq.me/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
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Nick is a Financial Adviser at Plenary Wealth. He and James chat about his history in the advice world, and the different elements of aged-care and elder advice.
Nick Donnelly LinkedIn: https://www.linkedin.com/in/nicholas-donnelly-52a2b957/
Plenary Wealth Website: https://plenarywealth.com.au/
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In this episode, Andrew is joined by James Millard, Director and Head Financial Adviser at Sufficient Funds. He talks about his journey from "insufficient funds" to Sufficient Funds, how he built and serves his current client base, and how he measures and celebrates success with his team.
James Millard LinkedIn: https://www.linkedin.com/in/jamesmillard1/
Sufficient Funds Website: https://sufficientfunds.com.au/
Peoplogica Wesbite: https://www.peoplogica.com/
Wealth Logic Website: https://www.wealthdynamics.com/
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This week we cover US inflation data, US PPI data, Australian employment data, Australia's potential thawing of relations with China, Wesfarmers, Newmont, GQG, and Whitehaven coal.
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This week, Peita talks to Jon Shaw, CEO at Moneysoft. They discuss the features, functionality and capabilities of the Moneysoft technology, and how it can be used to create further efficiencies for advisors and close the advice gap for their clients.
Moneysoft Website: https://www.moneysoft.com.au/
Jon Shaw LinkedIn: https://www.linkedin.com/in/jonathanstuartshaw/
Curiosity Corner (Muse App): https://museapp.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230414
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Celia is the Founder and Director at Bonsai Digital Marketing. She joins James to talk about personal branding and building organic marketing foundations, the importance of storytelling, and how to get started today.
Celia Polkinghorne LinkedIn: https://www.linkedin.com/in/celia-polkinghorne-copywriter-marketing-strategist/
Bonsai Digital Marketing Website: https://bonsaidigitalmarketing.com/
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Belinda is the General Manager at Boutique Advisers Private Wealth. She joins Rocksy to talk about the "business of the business", how they've shaped their workplace culture, and how they've maintained success in their practice.
Belinda Good LinkedIn: https://www.linkedin.com/in/belinda-good-5539013b/
Boutique Advisers Website: https://boutiqueadvisers.com.au/
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This week we cover the RBA and RBNZ monetary policy committees meeting, the US labour market, ADP employment data, the ISM report, Viva energy, SEEK, and Meridian Energy.
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In this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through the digital tools included in the MyProsperity client portal, and how it can best be implemented to increase practice efficiencies and scale client engagement.
MyProsperity Website: https://www.myprosperity.com.au/
Karolina Kuszyk: https://www.linkedin.com/in/karolina-kuszyk-b613a06/
Curiosity Corner (Chat GPT-4): https://openai.com/product/gpt-4
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: http://www2.xyadviser.com/ok5gyu
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Renae is the Founder and Adviser at Money Mode. She and James chat about how her practice has developed over the past couple of years, why she's introduced the Money Mode School, work-life balance and knowing when you need support.
Renae Vercoe LinkedIn: https://www.linkedin.com/in/renaevercoe/
Money Mode Wesbite: https://moneymode.com.au/
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