Fresh, global insights on financial planning, every week.
With your hosts:
Dan Graham
Adam Carolan
Rohan Sivajoti
Our past episodes:
Episode 165
Using Social Media to Get Clients with Thomas Kopelman
Episode 164
Advice on Demand with Brian Byrnes
Episode 163
Inclusive Finance with Charlotte Phillips-Lynn
Episode 162
Modern Financial Planning with Bob Veres
Episode 161
The Mindset of High-Net-Worth Clients with Nancy Reid
Episode 160
Hybrid Financial Advice with Rob & Caroline from Ammonite
Episode 159
Fitting Fitness Into Your Busy Life with Andrew Marsham
Episode 158
Financial Capability for Everyone with Natalia Coe
Episode 157
Designing Financial Services for Humans with Phil Courtenay
Episode 156
How Engaging with Investments Can Change The World with Florrie Holloway
Episode 155
Financial Planning for the Stigmatized with Lindsey Swanson
Episode 154
How to Make Suitability Reports Fun with Karen Malin
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