Praemium Advice Leaders
The Advice Leaders podcast delivers strategies and practical tips for financial advisers seeking to elevate their practice management. Join us as we explore innovative solutions, share expert advice, and empower you to navigate the ever-evolving world of wealth management.
Podcasting since 2023 • 11 episodes
Praemium Advice Leaders
Latest Episodes
Accelerate and Elevate: Empowering financial journeys
Step into an inspiring conversation that explores the dynamic careers of women in financial advice. In this episode, we sit down with two industry trailblazers, Kate O’Callaghan of Shaw and Partners and Tahli Cavagnino of Kofkin Bond, as their ...
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25:33
Unlocking Growth with Separately Managed Accounts
Unlock the secrets to transforming your financial advisory business as Sam Carroll, Managing Director of Talem Wealth, shares the firm's incredible journey as an early adopter of cutting-edge Separately Managed Accounts (SMAs). Lea...
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27:38
Protégé to Pioneer: Inspiring Women in Advice
Samantha Hawkins, General Manager at Praemium hosted Siobhan Blewitt CEO of Frais Capital and Jaimee Desai, Partner and portfolio manager at Sempre Investment Managers for a conversation inspired by International Women's Day. In t...
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36:27
Securing your client's legacy: Estate Planning Essentials
In this episode, Praemium's General Manager Distribution talks to Rebecca Fahey, Managing Partner and Theresa Elhage, Senior Associate at SLF Lawyers a leading law firm about estate planning. The discussion covers the importance of estate plann...
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20:33