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In this special episode, we celebrate our first birthday!
We would like to thank you, our listeners, for tuning in our episodes, our guests and to all the people behind Goals Based Advice Podcast for this milestone and for taking part of this big journey.
In this episode we chat with Kye Harris about creating deep relationships with his clients. He also believes in a better understanding of self to better understand clients.
You can connect with Kye Harris:
linkedin.com/in/kye-harris-585b7a40
Website:
perronfinancialgroup.com.au
You can hear our conversation with Kye Harris (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.
Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
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http://bit.ly/GBAFacebookPage
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In this episode, we chat with Brad Fox from Smart Brave Consulting and CEO of the Association of Financial Advisers from 2012 to 2017. Brad opens up and talks about his journey, his time at the AFA, and how he juggled work-life balance thorough and extremely high-pressure time.
You can hear our conversation with Brad Fox (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.
Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
Android - https://lnkd.in/eHKv-xc
You can connect with Brad Fox:
https://www.linkedin.com/in/bradfox1/
In this episode, we chat with the queen of outsourcing and off-shoring Danielle Cornelissen.
She also working on creative products for planners, including Oh My Pod.com.au, to help people like me produce their podcasts.
You can hear our conversation with Danielle (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.
Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
Android - https://lnkd.in/eHKv-xc
You can connect with Danielle:
linkedin.com/in/daniellecornelissen
In this episode, we chat with FASEA CEO Stephen Glenfield.
You can hear our conversation with Stephen (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.
Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
Android - https://lnkd.in/eHKv-xc
In this episode, we speak to Vivian Goh, from Simple Wealth Coaching and talk about the differences between coaching and advice, and how the two can co-exist. This episode unfolds what the new profession may look like from the consumer's point of view.
You can hear our conversation with Vivian Goh (see links in the comments below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.
Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
Android - https://lnkd.in/eHKv-xc
You can connect with Vivian Goh:
linkedin.com/in/vivian-goh-simple-wealth
Capping off the podcast experience at the AFA Conference!
In this episode, live from The United - AFA Conference, Fraser Jack shares about Top 10 tips why you should start your own podcast.
In this episode, I chat with Phil Anderson live at the United - the 2019 AFA Conference in Adelaide.
Phil Anderson lives and breaths policy and professionalism at the AFA HQ. This interview was recorded shortly after the government announced changes to the exam and qualification dates. Phil was a driving force in obtaining those time extensions for the adviser community.
In this episode, I chat with the AFA president Marc Bineham live at the United - the 2019 AFA Conference in Adelaide.
Marc talks about the juggle of running his practice and managing the role of President of the AFA and all the initiatives the AFA is working on towards the evolution of the profession, including diversity, inclusion and unity.
From the publisher's feed