Libsyn Directory

Upskilling Beyond the Technical: Bringing More Meaningful Skills to Client Relationships with Mariette Tappan [Ep60]

Release Date: 09/08/2020

Intergenerational Challenges of Moving from Peak 1 to Peak 2 with Matthew Jackson [Ep87]

The Innovating Advice Show

#NEXTGEN21 Global Conference: 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 this episode, Matthew joins to take a look at one of the challenges discussed in the paper: the three intergenerational challenges of moving from a Peak 1 firm to a Peak 2 firm. Whether they realize it or not, most firms are grappling with this challenge. Show notes at Join the next Video Creation Masterclass

An Intro to Crypto, Bitcoin, Blockchain and More with AJ Nary [Ep86]

The Innovating Advice Show

Global conference tickets: Join the IA Community (IAC) for 80% off conference tickets here through May 31st: We are going back to basics for an intro to blockchain, bitcoin, crypto and this NFT craze. I'm joined by AJ Nary, founder of HeightZero, which is a technology platform that enables financial advisors to efficiently add digital assets to their clients’ portfolios. AJ is also great at breaking things down in an easy to understand way. So if you've been trying to figure out what all of these things are, whether you should care and how they might fit into your clients' lives, this...

It's a Small World: Living and Working with Clients Globally with Hui-chin Chen [Ep85]

The Innovating Advice Show

Global conference tickets: Join the IA Community (IAC) for 80% off conference tickets here through May 31st: As the world reopens and remote work continues, you or your clients may be thinking about moving internationally for fun, career or marriage. This presents unique challenges and opportunities from a financial planning perspective and is the focus of this episode. I'm joined by Hui-chin Chen who is the owner of Pavlov Financial Planning, where she works with globally mobile clients, and the Founder of The CIGA Network, Where independent advisers located around the world come together...

Escape the Workaholic Trap and Achieve Balance with Dr. Travis Parry [Ep84]

The Innovating Advice Show

Global conference tickets: Join the IA Community (IAC) for 80% off conference tickets here through May 31st: If you're struggling to achieve or maintain balance, as so many of us are, this episode is for you. Dr. Travis Parry, author of Achieving Balance and founder of the Make Time Institute where he helps financial advisors reach their business and personal goals in an overworked world, joins the show to discuss the three key myths he covers in his book: that balance means doing it all at the same time, that productivity is the magic pill and that personal development is the end all be...

Authentically and Successfully Grow in Less Than 5 Hours Per Month with Ali Marchand [Ep83]

The Innovating Advice Show

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 financial planners. She's breaking down the three things that make marketing for financial planners different, the three key things you need in your marketing foundation and how to build and solidify that foundation in just five hours per month. And it had such great engagement during the live stream - which we do with every episode at 2pm Eastern time each...

Creating and Maximizing Opportunities from Day One with Russell Ho [Ep82]

The Innovating Advice Show

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. From his first job in financial services at a large company, Russell Ho leveraged his creativity and determination to stand out, impress the well-funded marketing department and make a name for himself. But that didn't come naturally. As we discuss, Russell was an introvert and wasn't sure how to connect with clients and prospects. But he threw himself in the deep end, with one creative initiative after another, knowing that failure - if it came -...

Silver Linings: A Reflection on the Positives of the Last Year with Francois du Toit [Ep81]

The Innovating Advice Show

Sign up for guest and episode notifications 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: 🌟people and initiatives evolving this profession 🥇new and thriving financial planning businesses 🚀new friends and collaborations to drive this profession forward ✅and much more Show notes at Sign up for guest and episode notifications Join the IA Community Join the next Video Creation Masterclass

The Future is Bright for Young Women in Financial Planning with Chanelle Pattinson [Ep80]

The Innovating Advice Show

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 quickly fell in love with financial advice. But when she looked around, she couldn’t find any other young women like herself. Always up for a challenge and trying new things, Chanelle shares what she recently launched that’s helping to ensure the future is bright for young women in financial planning. We also discuss why you should say...

Make Each Year of Your Client Experience Better than the Last with Michael Back [Ep79]

The Innovating Advice Show

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-award winning marketing consultant. In this episode, we're chatting about how to make each year of your client experience better than the last. And how to determine and prioritize the right activities at the right time to make that happen. Show notes at Join the IA Community Join the next Video Creation Masterclass

Attracting and Developing Nextgen Talent with Kate Healy [Ep78]

The Innovating Advice Show

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 developing the next generation of talent - not just in client facing roles or for younger people, but in all the important roles across an organization and including career changers. We also discuss imposter syndrome and ways to overcome it - including by participating in the amazing Speaker & Influencer Program in the Innovating Advice Community - and Kate...

More Episodes

If you’ve been wondering about up-skilling beyond a CFA or CFP designation, and want to work more on the human side of money and increase your soft skills, this episode is for you.

I’m joined by Mariette Tappan, who holds the distinction of being the first Certified Financial Transitionist® in South Africa.

We chat about what a Certified Financial Transitionist — which is a designation from the Financial Transitionist Institute — does and why, after more than 25 years as a financial planner, Mariette was prompted to go down this path after having five clients pass away in one year.

This episode is not an ad for the institute or designation. Rather, it’s a look at the importance of always upskilling, even after decades in the profession, and the growing importance of being skilled in the human side of money, in addition to the technical side.

Links, show notes and full transcript at https://innovatingadvice.com/post/episode60.

Get Episode Notifications | Connect with Kate on LinkedIn

TOPICS