In this episode, we speak to Patricia Garcia from Your Vision Financial Solutions about her story of succession into her own business.

You can connect with Patricia at https://www.linkedin.com/in/patriciagarciafinancialadviser and while you’re at it, why not connect with us on Social Media too?

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In this episode, we speak to Thabojan Rasiah from Rasiah Private Wealth Management about how to start again, design and open your new practice, from the ground up,

You can connect with Thabojan at https://www.linkedin.com/in/financialadvicemelbourne and while you’re at it, why not connect with us on Social Media too?

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In this episode, we speak to Andy Marshall from IOOF Holdings Ltd about how to transform disengaged to engaged clients

   

You can connect with Andy at https://www.linkedin.com/in/andymarshall68

and while you’re at it, why not connect with us on Social Media too?

 

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Find out how Alan Smith built UK's best advice business, as he opens up and details it all.

In this episode, we speak to Alan Smith from Capital Asset Management and we talked about exactly what he did to build the best advice business in the UK.

   

You can connect with Alan at https://www.linkedin.com/in/alanjlsmith/

And while you’re at it, why not connect with us on Social Media too?

 

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In this episode, we speak to Ray Jaramis from XY Adviser how he provides financial and behavioural life management.

You can connect with Ray at https://www.linkedin.com/in/rayjaramis

And while you’re at it, why not connect with us on Social Media too?

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My chat to the award-winning, values-based adviser Ray Jaramis about his journey to providing behavioural flavoured financial advice, that he, rubber stamps with a gamified psychological proce

In this episode, we speak to Dr. Katherine Hunt from Griffith University about her work as an academic lecturer at Griffith university.

   

You can connect with Dr. Katherine at https://www.linkedin.com/in/drkatherinehunt and www.profilingrisk.com

And while you’re at it, why not connect with us on Social Media too?

 

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In this episode, we speak to Glen Hare from Fox and Hare about their preparation before they opened the doors, and their first year.

   

You can connect with Glen at https://www.linkedin.com/in/glen-hareadviser and https://www.facebook.com/Glenhare

And while you’re at it, why not connect with us on Social Media too?

 

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In this episode, we speak to Azaria Bell from Stonehouse Group about her journey towards our profession.

   

You can connect with Azaria at https://www.linkedin.com/in/azariabell and https://www.facebook.com/azaria.bell

 

And while you’re at it, why not connect with us on Social Media too?

 

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In this episode, we speak to Eleanor Dartnall from Focus Wealth Advisers about Clients understanding the advice they receive.

 

You can connect with Eleanor at https://www.facebook.com/stefanoduro.co and https://www.linkedin.com/in/eleanordartnall

 

And while you’re at it, why not connect with us on Social Media too?

 

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In this episode, we speak to Michael Back from Human to Human about breaking the internet with great advice for financial advisers.

 

You can connect with Michael at https://www.linkedin.com/in/michaeljback and https://www.facebook.com/mickjackback or visit his website at http://www.humantohuman.business

And while you’re at it, why not connect with us on Social Media too?

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