Licensee Podcast Series #12 - Walker Lane
In this episode, Rocksy speaks with Josh Cratchley, CEO & Founding Partner at Walker Lane. Josh explains how they support and grows advice p...
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XY Adviser
XY Adviser - Driving the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional...
Episodes
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Investment Podcast #44 - Are Managed Accounts Reshaping the Advice Model?
Managed accounts are often sold on efficiency, but their impact can run much deeper than streamlining portfolio administration. In this epis...
Insurance Podcast #11 - Yvonne Chu
In this episode, Ben is joined by Yvonne Chu, Head of Technical and Paraplanning at Entireti. They discuss how advisers can deliver stronger...
Investment Podcast #43 - Opportunities in Global Markets
Global markets may be dominated by the US, but that doesn’t mean the best opportunities are. In this episode, host Andrew Rocks is joined by...
Investment Podcast #42 - Driving Bottom-Up Performance
When markets become captivated by the next big theme, some of the best opportunities can emerge in the places investors have stopped looking...
Insurance Podcast #10 - Nicole Bendeich
In this episode, Ben talks with Nicole Bendeich from Calibre Life. They discuss her journey from admin and paraplanning into running a bouti...
The Aged Care Conversation #1
Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26071702-34390001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Co...
The Aged Care Conversation #2
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The Aged Care Conversation #3
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Licensee Podcast Series #11 - Infocus
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Insurance Podcast #9 - Phil Anderson
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Investment Podcast #41 - Beyond the AI Hype
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Investment Podcast #40 - Emerging Markets
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Investment Podcast #39 - Economic Update and Impact
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Engine Room Podcast #90 - Karam Singh
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Intergenerational Conversations #1
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Intergenerational Conversations #2
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Intergenerational Conversations #3
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Investment Podcast #38 - Compartmentalised Investing
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Engine Room Podcast #89 - Kane Leersen
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