THE FINNOVATOR Podcast
1) Success by Design with Scott Aggett
None of us want to believe that nice guys finish last, which is why you should come and join me for this masterclass with Scott Aggett. Scott and I have known each other for a long, long time. Lon...Show More
2) First Class Client Experience with Kelly McLean (Wealthmed)
Learn from a First-Class Cabin Crew Trainer Join Kelly McLean of WealthMed, who has over 20 years of experience in training first-class cabin crew, as she shares her insights on implementing a five-...Show More
3) The Future of Scalable Advice: Insights from Nigel Baker & Scientiam
Exploring innovative strategies in technology and general advice to engage clients not ready for full financial advice. For those interested in providing advice in a scalable way to those not ready ...Show More
4) From Swamped at Sachs to a startup in Sydney. The birth of Brieff with Kate Shanahan
Kate Shanahan's story is one that spans the globe, and I'd really love you to come along and hear it. Kate is the founder of Brieff.io, a technology platform designed to help advisory firms deliver ...Show More
5) Network Mastery
In this live training, we will dive into the world of networking and help you analyze, optimize, and improve the quality of your professional network. Whether you're looking for client referrals, an...Show More
6) Roleplay Mastery
Bruce Lee is supposed to have said, "I do not fear the man who knows a thousand punches. I fear the man who has practiced one punch a thousand times..." When it comes to mastering the engagement of ...Show More
7) Musk Method
If there's one thing we can all agree on; it's that Elon Musk has made quite an impact on the world. Poking under the bonnet of his success, you find some traits that can be attributed to at least s...Show More
8) Building A More Efficient Practice with David & Leasa McLean
Efficiency is a key focus for most practices at the moment, particularly those driven to work with their target market at a price point that works for everyone. In this Masterclass, I'm delighted ...Show More
9) Marketing Metrics 2023
In this live training, we're going to explore the exciting world of marketing metrics and how they can help you track your success in digital, referral, and partnership marketing. We'll help you: d...Show More
10) Masterclass with Ilana Wechsler
Generating leads from paid digital advertising has become more of an opportunity than ever before for advice firms, and in this Masterclass we're going to dive into the topic and really explore how to...Show More