In this episode, we speak to Glen James from the Fortify Financial & My Millennial Money about how he built his business by building relationships with referral partners.

You can connect with Glen at https://www.linkedin.com/in/glenjames and https://www.facebook.com/therealvince75, or visit his website at https://www.sortyourmoneyout.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 Reine Clemow from Acquira Wealth Partners about his journey to setting up his own Financial Planning business.

You can connect with Reine at https://au.linkedin.com/in/reineclemow (TAG) and https://www.facebook.com/AcquiraWealthPartners, or visit his website at http://www.acquirawp.com.au.

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 Lea from the Mindful Wealth Movement about Coaching, client behaviours, marketing, technology, mistakes, and learnings.

You can connect with Lea at www.linkedin.com/in/leaschodel and www.facebook.com/mindfulwealthTMWM, or visit her website at www.leaschodel.com and www.themindfulwealthmovement.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 Dominique from Leapfrog LIFE (Tall Poppy Woman) about Lifestyle design, employee culture, talent, niche clients, personal development, relationship-based advice, Ron Kaufman.

You can connect with Dominique at www.facebook.com/dominique.bergelgrant and www.linkedin.com/in/dominiquebergelgrant, or visit her website at www.tallpoppywoman.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 Jessica Brady from Fox & Hare Financial Advice about How they used consumer focus groups to test their plans and make changes to their original ideas, to include consumer-focused language.

You can connect with Jessica at https://www.linkedin.com/in/jessica-brady-we-re-hiring-21165812/ or visit their website at https://foxandharewealth.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 Adele Martin from Firefly Wealth about running a virtual business, scaling advice and making robots her friend, not foe.

Connect with Adele at www.facebook.com/AdeleMartinMoneyMentor or www.linkedin.com/in/adelemartin. You can also join her Marketing For Financial Advisers group here - https://www.facebook.com/groups/MarketingForFinancialAdvisers

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

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In this episode, we speak to Peita Diamantidis from Caboodle Financial Services about the power of dreams and ‘outside the box’ thinking in Financial Services.

You can connect with Peita at https://www.linkedin.com/in/peita or https://www.facebook.com/peitad

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Welcome to the Goals Based Advice Podcast where we interview pioneers of the new world of Financial Advice.

To hear our conversations as soon as they’re released, be sure to subscribe to our Podcast.

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