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Author: Alisdair

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Why Everyday Is Never The Same As A Financial Advisor

Professional services are changing the way it’s delivered, meet Financial Advisor Mia. This week, we listen to why meeting new clients …
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Podcast

#127 – Have You Achieved Trinti State?

Margin squeeze in professional service is hitting us all and the lure of tech as a solution is becoming more …
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Podcast

#126 – Ethics Is A Doing Word!

This is my favourite podcast to date….. I sat down with Cris Parker from the Working with The Ethics Alliance …
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Blog

Graduating Your Degree Isn’t The Final Stage At Your Career

Professional services are changing the way it’s delivered, meet Financial Advisor Siboney. Siboney shares with us how she studied Marketing at Uni …
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Blog

Difference In Culture – Corporate Versus Small Business

Professional services are changing the way it’s delivered, meet Financial Advisor Glen. Glen talks about the cultural differences between working in …
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Podcast

#125 – Can Authentic Leadership Can Save You Money $

We have done a podcast on this before but with our 3 most recent events complete, it has become a …
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Podcast

#124 – The Millennial Grad of the future

We have had a rapid increase in change in the beginning of 2019 which will have major impact on the …
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Blog

Is Technology Affecting Financial Planning As A Career?

Professional services are changing the way it’s delivered Meet Financial Advisor Mia. Mia talks about travel as part of her …
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Blog

Working in the Military? Why changing to a Financial Planning career was the best thing – meet Ryan.

Professional services are changing the way it’s delivered. Meet Ryan, he talks about changed his career from the military to …
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Podcast

#123 – KISS me please!

Keeping It Simple S@#$d is often the best advice as it is easy to over complicate things including key decisions …
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Latest Posts
Best Part About Getting New Clients As A Financial Advisor
13 May, 2019
#130 - Pruning the roses and being attentive
27 Apr, 2019
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