Small improvements, compounded. That is the power of basis points.
From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes.
Hosted on Acast. See acast.com/privacy for more information.
Small improvements, compounded. That is the power of basis points.
From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes.
Hosted on Acast. See acast.com/privacy for more information.
AI and digital media are reshaping financial advice. Advisors now need to offer transparency, harness technology, and engage with clients in new ways or risk loosing out on a new generation of clients.
In this episode, we speak with Owen Raszkiewicz, founder of the Rask Group, who is leveraging these shifts to build a practice that leans into the future of financial advice. It’s a practical look at how to adapt and thrive in a changing industry.
We cover:
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CPD Points: This episode is still being accredited for CPD points by the Financial Advice Association of Australia (FAAA). Check back in a few days to complete the quiz and claim your points. Or email contact@equitymates.com with subject line "CPD Owen Rask" and to be sent the quiz once available.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.