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.
Episodes
11 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
Succession Planning for Your Advice Business
In this episode of the Praemium Advice Leaders podcast, Samantha Hawkins interviews Bob Neill, the founder and director of Seaview Consulting, about succession planning for advice businesses.Bob discusses why succession planning is impor...
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8:39
Better Technology Decisions to Unlock Practice Growth
In the rapidly changing landscape of wealth management, technology is no longer just a tool — it's the engine driving future growth. In this episode, Praemium's General Manager Matt van Dijk will be joined by Peter Worn, Mana...
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27:41
How to talk to your clients about ESG
Dive in with Invesco's expert, Jacquelyn Mann, as we navigate the intricate nuances of ESG investing communication. Ever felt a disconnect when discussing ESG with clients? Jacqueline sheds light on the linguistic barriers and offers crystal-cl...
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33:07
How to tackle the unmet advice needs of high-net-worth investors
On a recent episode of The IFA Show, Matt van Dijk, General Manager Distribution Queensland/Northern Territory at Praemium, joined host Maja Garaca Djurdjevic to delve into the world of high-net-worth (HNW) investors.Recent Praemiu...
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27:01
The Wealth Transfer Challenge: Addressing Australia's Unmet Financial Needs
Join us as we venture into the world of wealth management with Francis Rigby, Director at Financial Advice Matters and the firm's Head of Advice. He shares valuable insights on handling inheritance and enabling smooth intergenerational we...
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36:40
Embracing equity in financial services
Celebrating International Women's Day 2023, we bring to you an enlightening Celebrating International Women's Day 2023, we bring to you an enlightening conversation with industry veterans. Samantha Hawkins, Praemium's Head of Sales for Southern...
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27:28
ESG: Mythconceptions, Methods and Client Engagement
Originally delivered as a webinar in November 2021, this straightforward discussion on ESG investing with guests Steve Monnier from BlackRock and Nathan Hughes from Perpetual Ethical remains relevant. They demystify ESG investing, discuss...
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57:14