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Praemium Advice Leaders
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...
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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.
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...
Show more...
Management
Business
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Succession Planning for Your Advice Business
Praemium Advice Leaders
8 minutes
1 year ago
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...
Praemium Advice Leaders
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...