सर्वश्रेष्ठ Fran Harris पॉडकास्टस (2024)

1
Fran Roberts 36:05

1d ago36:05

36:05

In our latest podcast episode, Michelle chats to Fran Roberts, who’s diving back into marathon training after a nine-year hiatus! Fran’s preparing for the Paris Marathon, driven by her love for running, a renewed sense of community, and a personal goal to beat the five-hour mark. She shares her journey from beginner to marathoner, her recent return…

1
AdviceTech Podcast #108 - Qwilr 33:48

2d ago33:48

33:48

In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and …

1
What a Trump Presidency means for Australia 38:00

3d ago38:00

38:00

Prime Minister Anthony Albanese has congratulated Donald Trump on his victory in the US election. But where did Kamala Harris' campaign go wrong - and what what will Trump's return to the White House mean for Australia? And under the shadow of the US election, the Prime Minister seemingly soft launched Labor's election campaign. Pledging to wipe 20…

1
#469 Adam Crabbe 40:24

3d ago40:24

40:24

Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of Zurich's "Cost of Care" report, which provides detailed information on the financial impact of various health events to help insurance advisors better understand and communicate the importance of insurance coverage to their clients. Adam Crabbe Li…

1
Is Trump winning the US election? 23:00

4d ago23:00

23:00

While there's a long way to go, early US election results show Republican Presidential Nominee Donald Trump appears to have the lead over Democrat Presidential candidate Kamala Harris in the Electoral College count. Trump has won the battleground swing state of North Carolina, while other swing states are leaning Republican. So, what emerging trend…

1
Engine Room Podcast #54 - Angus Stevenson 1:04:34

5d ago1:04:34

1:04:34

Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into financial advice, his unique approach to working with farming families, his emphasis on ethics and collaboration, and the challenges of scaling his business while maintaining his client-centric philosophy. Angus Stevenson LinkedIn: h…

1
Investment Podcast #19 - Market Outlook 34:18

6d ago34:18

34:18

Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and Head of Intermediary Distribution, James Waterworth – to discuss what 2025 could have in store for investment markets around the world. Our experts navigate their way through all the external trends and events driving global markets, includ…

1
Has Kamala Harris pulled ahead? 28:00

6d ago28:00

28:00

The US election race is still too close to call, but a shock new poll suggests Democrat candidate Kamala Harris will win Iowa - which was previously considered a safe Republican seat. And as women outpace men in early voting, the Democrats are hoping the voting gender gap could see Kamala Harris get over the line. But will the "bro vote" that Repub…

1
AdviceTech Podcast #107 - Otto Finance 35:53

9d ago35:53

35:53

This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims to solve using AI-powered features like meeting assistants and report generation, and the potential of AI to streamline advisor workflows and improve the client experience. Madeleine Debney LinkedIn: https://www.linkedin.com/in/madeleinedebney…

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'Upgrade Albo' saga puts focus on politicians' perks 35:00

10d ago35:00

35:00

Amid mounting pressure from the Opposition, Prime Minister Anthony Albanese has ruled out directly requesting upgrades for personal flights from then Qantas boss Alan Joyce - or anyone at the airline. But despite the statement, which came a full six days after the allegations, the Prime Minister is still set to face significant scrutiny when Parlia…

1
#468 Fran Hughes 29:45

10d ago29:45

29:45

Fran is a Speaker, Wealth Advisor, and Financial Empowerment Advocate who is currently enjoying a mini-retirement. She and James discuss her experience building and selling financial planning businesses, the concept of mini-retirements, and her vision for the future of advice, and the importance of helping clients live fulfilling lives. Fran Hughes…

1
Engine Room Podcast #53 - Daniel Harris 1:08:10

12d ago1:08:10

1:08:10

In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into financial advice, his experience at Grimsey Group, and their focus on serving the medical professional market through a collaborative, family-oriented culture and a commitment to innovation and growth. Daniel Harris LinkedIn: https:…

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What the Queensland election means for Anthony Albanese 28:55

13d ago28:55

28:55

Labor has been swept from power in Queensland, where the LNP's David Crisafulli will become the state's 41st Premier. And while state issues featured strongly in the campaign, the outcome has big federal ramifications for Anthony Albanese, Peter Dutton, and Adam Bandt. Madura McCormack joins Fran Kelly and Patricia Karvelas on The Party Room. More …

1
AdviceTech Podcast #106 - Canwi 33:55

16d ago33:55

33:55

In this episode, Pat speaks with Cameron Drury, CEO & Co-Founder at Canwi. Canwi is a user-friendly financial planning tool that aims to make building and sticking to a financial plan easy and engaging through an interactive drag-and-drop interface, real-time projections, and personalised guidance. Cameron Drury LinkedIn: https://www.linkedin.com/i…

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Senator Thorpe, the King and the Constitution 34:00

17d ago34:00

34:00

After making global headlines for interrupting a reception for King Charles, Independent First Nations Senator Lidia Thorpe has claimed she didn't breach her parliamentary oath of office, because when she was sworn in to the Senate she pledged her allegiance to the Queen’s hairs, rather than heirs. The Opposition is seeking legal advice to determin…

1
#467 Naz Pochynok and Julien Renard 1:01:15

17d ago1:01:15

1:01:15

In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey in founding ASO Wealth, their focus on client-centric advice, the evolution of the financial planning profession, and their vision for the future. Naz Pochynok LinkedIn: https://www.linkedin.com/in/nazar-pochynok-45739536/ Julien Renard Li…

1
Engine Room Podcast #52 - Kris Tatt 1:12:27

19d ago1:12:27

1:12:27

This week, Andrew is joined by Kris Tatt, Partner and GM of Investment Services and SMSF at Strategem. They discuss Strategem's community involvement, flexible work policies, employee development programs, and tech stack as part of its strategy to attract and retain talent and drive future growth. Kris Tatt LinkedIn: https://www.linkedin.com/in/kri…

1
Jonathan Cartwright 25:07

19d ago25:07

25:07

In this episode Michelle speaks with Jonathan Cartwright, brand manager for Beet-It Sport. Michelle and Jonathan chat about: - the science behind beetroot for endurance sports - emerging studies that show nitrates in concentrated beetroot juice can be useful for intermittent sprinting too - the best way to consume beetroot juice for optimal perform…

1
AdviceTech Podcast #105 - Scrybd 43:07

23d ago43:07

43:07

This week, Pat is joined by Kohl Gianoli, Director of Insource Automation and Founder of Scrybd. They discuss the origin and development of Scrybd, an AI powered document generation tool, as well as the automation consulting services provided by Insource Automation, which empowers small businesses to utilise low-code/no-code tools like Power Automa…

1
PM goes from council flat to ocean views

24d ago

—

As housing shapes up as a key election issue, the response to the PM purchasing a $4.3 million Central Coast beach house has been split - with the Opposition labelling it "tone deaf" and others declaring it a personal matter. And this week marked one year since the failed Voice to Parliament referendum. But are we any closer to bipartisanship betwe…

1
#466 Karen Eley 32:21

24d ago32:21

32:21

Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James discuss the benefits of money coaching, and how financial advisors can integrate it into their practice to better understand and support clients' emotional and psychological relationship with money. Karen Eley LinkedIn: https://www.linkedin.com/in/karen…

1
Eoin Everard 47:32

25d ago47:32

47:32

This week, we’re joined by Eoin Everard, a sub 4-minute miler, physiotherapist, and the current 3k World Indoor Masters Champion! With a background in injury prevention, Eoin shares incredible insights for runners of all ages and abilities. Michelle and Eoin chat about: How Eoin's journey led him to becoming a world champion Staying competitive as …

1
Investment Podcast #18 - Investing in Times of Volatility 29:22

27d ago29:22

29:22

The well-documented ‘behavioural gap’ refers to the gap between client returns and fund returns, often due to behavioural biases and emotional reactions to market volatility. In this episode, host James Whelan is joined by Chris Hestelow from Contrarian investors Allan Gray, and Bianca Rose from Morningstar, to discuss how this gap widens during ti…

1
AdviceTech Podcast #104 - Wealth Maximiser 34:19

1M ago34:19

34:19

In this episode, Pat speaks with Lucy Winship, Head of Strategic Ventures at Wealth Maximiser. They take a look at Wealth Maximiser, a digital financial advice platform that combines technology and individual wealth coaching to make personalised, actionable financial planning accessible and affordable for customers who find traditional financial ad…

1
Is political unity on foreign policy 'dead'? 32:00

1M ago32:00

32:00

Opposition leader Peter Dutton refused to support the Prime Minister Anthony Albanese's motion commemorating the Hamas terror attacks on October 7 - which killed 1200 Israelis. Peter Dutton took issue with the motion also recognising the suffering from the ensuing war in Gaza -which has killed approximately 42,000 - and the recent bombardment of So…

1
Nicky Edwards 49:36

1M ago49:36

49:36

Nicky Edwards is founder of The Physio Run Club and author of The Female Runner's Advantage. A keen runner herself, Nicky has overcome a lot of adversity as she chases the elusive 6-star finisher medal. Michelle & Nicky chat about: - Nicky's journey into running and her quest to become a 6-star finisher - Completing the London Marathon after surger…

1
#465 Shannon Freney 36:33

1M ago36:33

36:33

Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move to Fox and Hare, which focuses on younger, high-earning clients, and his previous experience in delivering digitised advice at scale. Shannon Freney LinkedIn: https://www.linkedin.com/in/shannon-freney/ Fox & Hare Website: https://foxandhare.com.au/ …

1
The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #1 42:35

1M ago42:35

42:35

In this first episode, James is joined by Sam Ruiz, Portfolio Specialist at T. Rowe Price. They discuss the significant influence of artificial intelligence on the stock market, including the concentration and valuation of AI-focused companies, the role of tech giants in AI adoption, and the potential for broader market participation as other secto…

1
The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #2 39:14

1M ago39:14

39:14

In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the impact of AI on the stock market, including the concentration and valuation of AI-focused companies, the role of hyperscalers in AI adoption, and the potential for the market to broaden beyond the "MAG 7" as other sectors and smaller companie…

1
Engine Room Podcast #51 - Angus Cooper 1:07:38

1M ago1:07:38

1:07:38

Angus is the Managing Director at ACru Wealth Financial Advisory. He and Andrew discuss his transition from accounting to financial planning, the founding and growth of ACru Wealth, his approach to client engagement and team management, and his vision for the future of the business. Angus Cooper LinkedIn: https://www.linkedin.com/in/angus-cooper-09…

1
AdviceTech Podcast #103 - Advant Group 40:56

1M ago40:56

40:56

This week, Pat is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing services firm, can help advisors, accountants, and mortgage brokers with content marketing, leveraging technology and AI to improve client engagement and communication. Clare Murphy LinkedIn: https://www.linkedin.com/in/clareemurphy/ Advant Grou…

1
Social cohesion concerns as Dutton ramps up rhetoric 31:00

1M ago31:00

31:00

As the conflict in the Middle East dramatically escalates, the Albanese Government is trying to manage social cohesion concerns at home. While both sides of politics have condemned some protesters carrying Hezbollah flags over the weekend, Peter Dutton has ramped up the rhetoric. The Opposition leader has suggested current laws don't go far enough …

1
#464 Paul Brown 31:38

1M ago31:38

31:38

Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his advice business, the evolution of the profession, staffing and growth challenges, use of technology, client relationships, and his plans for a gradual transition and legacy. Paul Brown LinkedIn: https://www.linkedin.com/in/paulbrowncfp/ Wealth 21 W…

1
Engine Room Podcast #50 - Brenton Miegel 1:08:17

1M ago1:08:17

1:08:17

In this episode, Andrew is joined by Brenton Miegel, Director and Financial Planner at Goldsborough Financial Services. They cover his journey through the financial planning industry, the evolution of Goldsborough's culture and client-centric approach, and their plans for future growth through potential mergers and acquisitions. Brenton Miegel Link…

1
Investment Podcast #17 - Alternatives (Private Markets) 41:23

1M ago41:23

41:23

Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new avenues to de-risk and seek value. In this episode, host James Whelan is joined by Sinead Rafferty from Fidante and Morningstar’s Vesna Peroska to look under the hood of a sector including Private markets, hedge funds, infrast…

1
AdviceTech Podcast #102 - 3Lines 2.0 40:46

1M ago40:46

40:46

In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features of 3Lines 2.0, which aims to streamline compliance management for financial services licensees by offering a comprehensive, AI-enhanced solution that addresses common pain points and enables licensees to focus more on serving their clients. …

1
Labor's negative gearing dilemma

1M ago

—

Speculation over the Albanese Government's position on negative gearing has dominated the political week, after the Nine papers reported the Government had requested expert advice and modelling on possible reforms. The Prime Minister and Treasurer were quick to play down the reports - but is Labor leaving the door open to a policy on negative geari…

1
#463 Daniel Wilson 32:39

2M ago32:39

32:39

Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning to partner, the firm's focus on retirees and expats, and the importance of industry engagement and personal development for advisors. Daniel Wilson LinkedIn: https://www.linkedin.com/in/daniel-wilson-936a4491/ Strategic Wealth Websi…

1
Ensombl on Tour: Growth Series #4 48:13

2M ago48:13

48:13

Peita and Adele wrap up Day Four and discuss their learnings from the day, including insights on behavioral finance, marketing, sales processes, AI tools, human-first advice, balancing business growth with personal well-being, and their thoughts on the 2024 Future Proof Festival as a whole. Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/p…

1
Ensombl on Tour: Growth Series #3 46:07

2M ago46:07

46:07

Join Peita, Adele and Dean at the Future Proof Festival as they discuss the wide range of insights and takeaways from Day Three, including the differences between the Australian and US financial advice industries, the importance of technology and data management, behavioral finance tools, client engagement strategies, and the shift towards a more c…

पॉडकास्ट सुनने लायक

Fran Harris पॉडकास्टस

पॉडकास्ट सुनने लायक

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