Sign up to save your podcasts
Or
Share Advice Evolution - Non Weekly Update
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Advice Evolution - Non Weekly Update
Advice Evolution - Non Weekly Update episodes
- Advice Evolution - The Inside Word #10, Jacklyn Pracuelles (LFG)
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.
17 min - Advice Evolution - The Inside Word #8, Gretel Chiswell
Get to know Grets and what she enjoys about advising.
In this episode, she will also discuss how she gets into the advice and how it connects to some of her life passions.19 min - CEO Update #59, 13 November 2023
In this episode, we will discuss:
- PD Day in Sydney (Ensombl)
- AE Advisers Catch-Up
- Melbourne Visit
- 2024 Brisbane conference
- SSHH Unit Trust
- AGM & GM
- SOA (Advice Objectives)
- Training
- Breaches
- Christmas
Thanks for listening!
14 min - The Inside Word #7, Andrew Townsend
Get to know Townie as he talks about a little something about himself and his advising styles and strategies.
17 min - The Inside Word #6, Kristy MacDonald
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.
15 min - The Inside Word #5, Matt Hilditch
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.
21 min - CEO Update #58 24 July 2023
In this podcast, we will discuss:
- Licensee Summit
- Conference, Immigration, Streaming, and recording
- Gala Dinner
- Philippines experience
- Business Planning, know your numbers. Agreements, Average fee, Cost to serve, Profit
- End-to-End Process
- ALRC report C
- QAR
- Education requirements
- Inside Word
- Corey, Troy Wilkinson, Susan, Hock, Gary, Tim, Stuart
13 min - The Inside Word #4, Anirudha Maiti
Maiti who works in United Planning talks a little about his culture, his advice journey, interests and hobbies, and life in Sydney.
18 min - The Inside Word # 3, Reegan Wass
Reegan Wass of Cox Financial, talks about advice, a hot off-the-press update about the business, and life in Townsville.
24 min - 13 min
About Advice Evolution - Non Weekly Update
From the publisher's feed
Advice Evolution - CEO update, EO update, Inside Word