Praemium Advice Leaders

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/fa/35/b2/fa35b285-3608-c264-ea79-f2ce790c7d46/mza_13496738062379476745.jpg/600x600bb.jpg

Praemium

11 episodes

8 months ago

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 share their unique journeys into financial planning. Their stories reflect not only personal growth but also the challenges women face while navigating this traditionally male-dominated industry. As we celebrate International Women's Day, we delve into...

Management

Business

RSS

All content for Praemium Advice Leaders is the property of Praemium and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Management

Business

Episodes (11/11)

Praemium Advice Leaders

Accelerate and Elevate: Empowering financial journeys

8 months ago

25 minutes

Praemium Advice Leaders

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). Learn the true advantages of SMAs in building trust and efficiency with clients. Hear Sam discuss how clear communication and transparency can enhance client trust and confidence. Understand the significant reduction in workload for financial advisers and the in...

1 year ago

27 minutes

Praemium Advice Leaders

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 this candid and insightful exchange, Siobhan and Jaimee share the challenges and successes of building a successful career in financial advice and building a business that will resonate with anyone who has ever dared to dream of entrepreneurship. Highlighting ...

1 year ago

36 minutes

Praemium Advice Leaders

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 planning for high net worth individuals and strategies for navigating complexities in family structures, blended families, and estranged relationships. Rebecca and Theresa also discuss the role of trusts, tax planning, and philanthropic goals in estate plann...

1 year ago

20 minutes

Praemium Advice Leaders

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 important, even for young businesses, and shares his advice on how to create a succession plan that works for you and your business. This episode is a must-listen for any financial planner who is serious about planning for future business transitions. For mo...

1 year ago

8 minutes

Praemium Advice Leaders

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, Managing Director of Technology and Digital Consultancy, Finura Group, for an engaging and interactive session on the critical market themes and prevailing challenges advisers face with existing tech solutions. Topics include: Role of advice technology in driving...

2 years ago

27 minutes

Praemium Advice Leaders

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-clear alternatives to better connect with your clients. Discover startling insights about high net worth investors' ESG preferences and gain actionable strategies to make your conversations truly resonate. This episode is designed for advisors eager to el...

2 years ago

33 minutes

Praemium Advice Leaders

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 Praemium research revealed a surprising statistic: a staggering 53% of HNW investors desire better tailored advice. As the number of HNW investors and their combined investable assets (currently exceeding $2.8 trillion) continue to climb, Matt sheds light on these u...

2 years ago

27 minutes

Praemium Advice Leaders

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 how it is explained to clients, and its pivotal role in the shifting financial environment. The conversation touches on climate risk costs, the uptick in socially conscious investments post-Covid-19, and stewardship activities of index investors. We al...

2 years ago

57 minutes

Praemium Advice Leaders

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 wealth transfers, crucial knowledge for financial advisers. This episode sheds light on the critical role of financial education in wealth accumulation, especially for young clients. Learn how actively engaging with the financial system and the marvel of ...

2 years ago

36 minutes

Praemium Advice Leaders

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 Regions, engages in a rich dialogue with Katerina Nicolakopoulos, the driving force behind Eikon Financial, and Widiana Setiawan, a seasoned Senior Private Wealth Advisor at Shaw & Partners. They delve into their unique journeys navigating the fina...

2 years ago

27 minutes