Kate Holmes
The Innovating Advice ShowEpisodes
Episodes of The Innovating Advice Show
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#NEXTGEN21 Global Conference: https://bit.ly/globalfpconf In their thought-provoking white paper, New Frontiers in Wealth Management, Matthew Jackson and Bob Veres examine how advice firms can ensure long-term survival in a changing world. In t
Global conference tickets: https://bit.ly/globalfpconf Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm We are going back to basics for an intro to blockchain, bitcoin, crypto and this NFT
Global conference tickets: https://bit.ly/globalfpconf Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm As the world reopens and remote work continues, you or your clients may be thinking a
Global conference tickets: https://bit.ly/globalfpconf Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm If you're struggling to achieve or maintain balance, as so many of us are, this episo
If you've been resisting marketing because it's seen as expensive, time consuming or salesy, this episode is for you. I'm joined by Ali Marchand, CEO of Impresm in Switzerland, which specializes in accessible and innovative marketing for financ
If you're looking for ways to stand out, come out of your shell or battle that pesky imposter syndrome, this episode is for you. Â From his first job in financial services at a large company, Russell Ho leveraged his creativity and determinatio
Sign up for guest and episode notifications https://bit.ly/JoinIA20 Francois du Toit is back on the show for a celebration of all the good things that have come out of the last year. Amidst the many tragedies of the last year we have seen: 🌟pe
Chanelle Pattinson is a rising star and young woman in financial planning. She grew up thinking financial advice was boring and that advisors just drink tea and make money grow through watching her father. But after dipping her toe in, she quic
Michael Back, founder of Human to Human in Australia which helps financial advisors create loyal clients who make your business more profitable, joins the show. Michael is a customer experience enthusiast, business coach, people lover and multi
Kate Healy, who is known and admired for her expertise and passion around all things nextgen in financial planning, joins the show. We’re chatting about how the pandemic has been a catalyst for change in how we go about attracting and developin
Penny Phillips, President and co-Founder of Journey Strategic Wealth, has spent years supporting financial advisors to embrace change and discover new ways to thrive. In this episode, Penny and I discuss old belief systems and structures and ho
Welcome to the return of our regularly scheduled episodes! Natalie Yan-Chatonsky, founder of Full Time Lives in Australia, works with financial planners to help change the conversation around retirement and help people build healthy, meaningfu
After a few weeks hiatus, The Innovating Advice Show is back! Here's a look back at the show in 2020, what I've been up to during the hiatus and what's new with the show and Innovating Advice in 2021 (hint: lots!). Note: This was my first ever
*Note: This is the last episode of 2020 and the podcast will be taking a few weeks off in January to make some fun updates. Wishing you and yours a wonderful holiday and a joyous new year! In this final episode of 2020, we're joined by our firs
With the coronavirus pandemic most strongly affecting our older generations and bad press around the world from outbreaks in aged care facilities I invited Rachel Lane on to get a better understanding of aged care, how much of the news represen
If you are currently a business owner or think it might be on your horizon, this episode is for you. I’m joined by Dean Holmes, co-founder of The Wealth Network in Australia where they’re inspiring the entrepreneurial revolution in financial pl
If you’ve been wondering how you can bring clients and prospects together for valuable virtual discussions, both large and small, this episode is for you. We’re talking through how Private Ocean has pivoted their business development and client
We talked wine lists, trees growing backwards and the wild west, all in the name of continuing to build this wonderful #financialplanning profession. Dr. Nathan Harness, Director of Financial Planning at Texas A&M University, also shares the in
Stacey McKinnon is the Chief Operating Officer at Morton Capital Management in California which manages $2bn in assets and has a team of 45 people. What’s surprising, though, is that 75% of those team members came to Morton with no prior experi
We’re discussing two key topics that I’ve been hearing from you: How do you attract your ideal client and how do you overcome those internal barriers that prevent you from creating and sharing content that will attract your ideal client? And li
Phuong Luong, Founder of Just Wealth in the U.S. is a burst of inspiration. She’s a career changer from teaching to financial planning and when she decided to make the switch, she jumped right in and started her own virtual, fee-only financial
Being a NextGen Planner is about your mindset, not age (thankfully!). Rohan Sivajoti, co-founder of NextGen Planners in the UK, talks about what it means to have that NextGen mindset, upcoming initiatives that may be of interest to you and when
Marketing encompasses a huge range of activities and mediums, and in this episode we’re focusing on the staying power of email marketing to attract, retain and grow your ideal clients. Faith Liversedge shares what your website should, and shoul
As we look towards the future (and present) of financial planning, will technical knowledge carry the same weight? Are the necessary skills for delivering true financial planning shifting? Scott Frank, Founder of Stone Steps Financial, shares a
You know that couples fight about money and you’ve seen clients that just aren’t ready to move forward with their plan. But have you considered adding a financial therapist or relationship expert to your centers of influence? Dr. Kristy Archule
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