Sign up to save your podcasts
Or
Share Goals Based Advice Podcast
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Goals Based Advice Podcast
Goals Based Advice Podcast episodes
- How to reduce stress and refocus with Chelsea Pottenger
In this episode, I chat with Chelsea Pottenger live at the United - the 2019 AFA Conference in Adelaide.
Chelsea is an international speaker, a proud ambassador for R u Ok? and The Gidget Foundation. She is also an authority on mindfulness and productivity for the corporate world. Chelsea walked us through practical tips to reduce stress and refocus minds for advisers and business owners.
25 min - How to juggle study, business and kids without compromising quality with Felicity Cooper
In this episode, I chat with Felicity Cooper live at the United - the 2019 AFA Conference in Adelaide.
You can connect with Felicity:
https://www.linkedin.com/in/goldcoastfelicitycooper/
27 min - The new plan for the paraplanner community with Hayley Knight
In this episode, I chat with Hayley Knight live at the United - the 2019 AFA Conference in Adelaide.
You can connect with Hayley:
https://www.linkedin.com/in/knighthayley/
14 min - The renaissance of the Inspire Community, with Kate McCallum and Cara Williams
In this episode, I chat with Kate McCallum and Cara Williams live at the United - the 2019 AFA Conference in Adelaide.
You can connect with Kate and Cara:
https://www.linkedin.com/in/kamccallum/
https://www.linkedin.com/in/cara-williams-finanical-advisor/
19 min - Ethical lens – the latest trends on ethics and trust with Clare Payne
In this episode, I chat with Clare Payne live at the United - the 2019 AFA Conference in Adelaide.
Connect with Clare:
https://www.linkedin.com/in/clare-payne-b345514/
12 min - AFA’s Phil Kewin and FPA’s Dante de Gori unite with one united message.
In this episode, I chat with AFA’s Phil Kewin and FPA’s Dante de Gori live at the United - the 2019 AFA Conference in Adelaide.
You can connect with Phil and Dante:
https://www.linkedin.com/in/philipkewin/
https://www.linkedin.com/in/dante-de-gori-23ab602a/
21 min - Creating value for clients and growing your business with Tara Lucke
In this episode, I chat with Tara Lucke live at the United - the 2019 AFA Conference in Adelaide.
You can connect with Tara:
https://www.linkedin.com/in/taralucke/
32 min - Self licensing_ yay or nay, with James Sutherland
In this episode, I chat with James Sutherland live at the United - the 2019 AFA Conference in Adelaide.
You can connect with James:
https://www.linkedin.com/in/onlineadviser/
27 min - Understanding Goals Based Investment with Jody Fitzgerald
In this episode, I chat with Jody Fitzgerald live at the United - the 2019 AFA Conference in Adelaide.
You can connect with Jody:
https://www.linkedin.com/in/jody-fitzgerald-8081124
16 min - Enhancing professionalism and Excellence for the Financial Services Industry with Michelle Hoskin
In this episode, I chat with Michelle Hoskin live at the United - the 2019 AFA Conference in Adelaide.
You can connect with Michelle:
https://www.linkedin.com/in/standardsexpert/
33 min
About Goals Based Advice Podcast
From the publisher's feed
Economic wellbeing for a wellbeing economy.
The Goals Based Advice Podcast brings you conversations with pioneers of the new world of Financial Advice.
In each episode, I interview the most forward thinking people from inside and around the Financial Advice industry about how they perceive the future and are bringing it into the present. These industry thought leaders are putting goals at the centre of their client relationships and teams, building great businesses and making a huge difference to people’s lives along the way. Throughout this series, we’ll explore how they are doing this and give practical steps for you to do the same in your business.