Quick recap

Andrew Formica, the Executive Chairman of Magellan, shared his career journey and belief in active management. He discussed the challenges faced by Magellan and his strategy to boost morale and re-establish communication with clients. He also emphasized the importance of fees as a value add in the investment industry and mentioned the company's strong investment commitment.

Magellan's website: https://www.magellangroup.com.au/

Magellan's contact: https://www.magellangroup.com.au/contact-us/

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Quick recap

David Harris introduced a new initiative called the 'End to End process', which aims to revolutionize the way administrative services are conducted within the practice. Ginelee, who is in charge of this initiative, confirmed its smooth operation and shared her personal details. They discussed Ginelee's experience working in the industry, and the possibility of her becoming an adviser. The cost of the services is also mentioned. Toward the end, they discussed the process of preparing client reviews and providing ready-to-read materials to assist clients.

For End-to-end Process Inquiries please reach out to Gi >>>

Email: [email protected]

We look forward to hearing from you.

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Episode content:

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Let us get to know the first PY graduate of Advice Evolution, Corey Kovac as he shares his personal life and his experiences with Forbes Financial in Adelaide. Corey discusses his journey as a financial adviser, his approach to client meetings, and his charging methods.

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Quick recap

David covered a range of topics including congratulating Corey on being the first PY graduate from Forbes Financial in South Australia and announcing plans for a podcast to discuss his experience and learnings. He also discussed service improvements and future plans, emphasizing the importance of well-articulated objectives in the financial plan and cybersecurity in businesses. Changes to the CEO sign-up process, improvements to file management, and invoicing issues were also discussed.

CEO Update Summary >>> ⁠https://docs.google.com/document/d/1S72ml-HX7z12UK6B4s_habXUsKk8_MINrT-tw60ayFw/edit?usp=sharing⁠

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Let's get to know AE's dedicated FPA, Nins, as she discusses her personal life and recreational hobbies. She also talked about her favorite tasks, what she appreciates most about her profession and her future plans.

Let's get to know Drea better as she discusses her personal and professional experiences. She discusses her role in Advice Evolution as well as in Tweed Financial. She discusses some of her favorite tasks and things she enjoys about her career. She also discussed some of her hopes and goals.

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In this episode, Pia, from the Advice Evolution Support Team discusses her professional and work environment. Let us get to know her as she speaks about herself and her aspirations.

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In this episode, Stu discusses how he started into advice and his business fundamentals. He also provided some amusing facts and details about his personal life.

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David Harris with Mark and Protip from iExtend