By Kate Holmes
5
99 ratings
The podcast currently has 90 episodes available.
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In their thought-provoking white paper, New Frontiers in Wealth Management, Matthew Jackson and Bob Veres examine how advice firms can ensure long-term survival in a changing world.
In this episode, Matthew joins to take a look at one of the challenges discussed in the paper: the three intergenerational challenges of moving from a Peak 1 firm to a Peak 2 firm.
Whether they realize it or not, most firms are grappling with this challenge.
Show notes at https://innovatingadvice.com/post/episode87
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We are going back to basics for an intro to blockchain, bitcoin, crypto and this NFT craze.
I'm joined by AJ Nary, founder of HeightZero, which is a technology platform that enables financial advisors to efficiently add digital assets to their clients’ portfolios. AJ is also great at breaking things down in an easy to understand way.
So if you've been trying to figure out what all of these things are, whether you should care and how they might fit into your clients' lives, this episode is for you.
Show notes at https://innovatingadvice.com/post/episode86
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Global conference tickets: https://bit.ly/globalfpconf
Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm
As the world reopens and remote work continues, you or your clients may be thinking about moving internationally for fun, career or marriage. This presents unique challenges and opportunities from a financial planning perspective and is the focus of this episode.
I'm joined by Hui-chin Chen who is the owner of Pavlov Financial Planning, where she works with globally mobile clients, and the Founder of The CIGA Network, Where independent advisers located around the world come together to provide comprehensive financial advice covering their clients’ global footprint.
In this episode, we're chatting about what you should be thinking about if you're looking at moving abroad, considerations for globally mobile clients and some of the top things to think about - including whether this is an area you really want to focus on.
Show notes at https://innovatingadvice.com/post/episode85
Join the IA Community https://bit.ly/IAComm
Global conference tickets: https://bit.ly/globalfpconf
Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm
If you're struggling to achieve or maintain balance, as so many of us are, this episode is for you.
Dr. Travis Parry, author of Achieving Balance and founder of the Make Time Institute where he helps financial advisors reach their business and personal goals in an overworked world, joins the show to discuss the three key myths he covers in his book:
One of my favorite lines from Dr. Parry's book is "productivity without boundaries creates a more productive workaholic."
Be sure to listen to the end where he provides an incredible free offer to listeners of The Innovating Advice Show.
Show notes at https://innovatingadvice.com/post/episode84
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If you've been resisting marketing because it's seen as expensive, time consuming or salesy, this episode is for you.
I'm joined by Ali Marchand, CEO of Impresm in Switzerland, which specializes in accessible and innovative marketing for financial planners. She's breaking down the three things that make marketing for financial planners different, the three key things you need in your marketing foundation and how to build and solidify that foundation in just five hours per month.
And it had such great engagement during the live stream - which we do with every episode at 2pm Eastern time each Tuesday - that there's some bonus content at the very end that worth sticking around for.
Show notes at https://innovatingadvice.com/post/episode83
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Show notes at https://innovatingadvice.com/post/episode82
Sign up for guest and episode notifications https://bit.ly/JoinIA20
Join the IA Community https://bit.ly/IAComm
Join the next Video Creation Masterclass https://bit.ly/videoin2021
Sign up for guest and episode notifications https://bit.ly/JoinIA20
Francois du Toit is back on the show for a celebration of all the good things that have come out of the last year.
Amidst the many tragedies of the last year we have seen: 🌟people and initiatives evolving this profession 🥇new and thriving financial planning businesses 🚀new friends and collaborations to drive this profession forward ✅and much more
Show notes at https://innovatingadvice.com/post/episode81
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Join the IA Community https://bit.ly/IAComm
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Chanelle Pattinson is a rising star and young woman in financial planning. She grew up thinking financial advice was boring and that advisors just drink tea and make money grow through watching her father.
But after dipping her toe in, she quickly fell in love with financial advice.
But when she looked around, she couldn’t find any other young women like herself.
Always up for a challenge and trying new things, Chanelle shares what she recently launched that’s helping to ensure the future is bright for young women in financial planning.
We also discuss why you should say yes to wild ideas and get out of your comfort zone and the importance of finding your people.
Show notes at https://innovatingadvice.com/post/episode80
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Michael Back, founder of Human to Human in Australia which helps financial advisors create loyal clients who make your business more profitable, joins the show. Michael is a customer experience enthusiast, business coach, people lover and multi-award winning marketing consultant.
In this episode, we're chatting about how to make each year of your client experience better than the last. And how to determine and prioritize the right activities at the right time to make that happen.
Show notes at https://innovatingadvice.com/post/episode79
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Kate Healy, who is known and admired for her expertise and passion around all things nextgen in financial planning, joins the show.
We’re chatting about how the pandemic has been a catalyst for change in how we go about attracting and developing the next generation of talent - not just in client facing roles or for younger people, but in all the important roles across an organization and including career changers.
We also discuss imposter syndrome and ways to overcome it - including by participating in the amazing Speaker & Influencer Program in the Innovating Advice Community - and Kate provides some ideas on how to overcome social media compliance challenges you may be facing.
We wrap up with Kate sharing the incredible work that’s happening at the Foundation for Financial Planning where she is the current Board Chair.
Show notes at https://innovatingadvice.com/post/episode78
Join the IA Community and Speaker & Influencer Program at https://bit.ly/IAComm
Join the next Video Creation Masterclass https://bit.ly/videoin2021
The podcast currently has 90 episodes available.