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

Episode content:

Let's learn about Jason of Set4life as he shares his background, passion, and interesting facts. He also speaks briefly about his work environment, its setup, and what he enjoys about it. He discusses his coolest and most memorable advising strategy, fee models, and incorporating AI in advice.

Jacky from Lifetime Financial Group shares her roots, passion, and interesting trivia to help us get to know her better. She talked about her role in LFG, the setup of her workspace, and her favorite aspects of her profession.

Get to know Grets and what she enjoys about advising.

In this episode, we will discuss:

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Get to know Townie as he talks about a little something about himself and his advising styles and strategies.

Let us hear from Kristy as she discusses her personal preferences, hobbies, and her journey from admin to advising. She also talked about her coolest strategies and what's next for KmacD Financial.

Matt from Oakwell Financial Advice, North QLD, talks about his experiences in running the business, some of his personal stuff as well as interests, hobbies, and studies. He also describes what he likes about advising and his perfect client.