The Advice Leaders podcast delivers strategies and practical tips for financial advisers seeking to elevate their practice management. Join us as we explore innovative solutions, share expert advice, and empower you to navigate the ever-evolving world of wealth management.
Accelerate and Elevate: Empowering financial journeys
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...
28 Aug 2024
Unlocking Growth with Separately Managed Accounts
Unlock the secrets to transforming your financial advisory business as Sam Carroll, Managing Director of Talem Wealth, shares the firm's incredible journey as an early adopter of cutting-edge Separately Managed Accounts (SMAs). Learn the true advantages of SMAs in building trust and efficiency with clients. Hear Sam discuss how clear communication and transparency can enhance client trust and confidence. Understand the significant reduction in workload for financial advisers and the inst...
26 Mar 2024
Harnessing High-Yield Credit
Unlock the potential of corporate credit investments as we join forces with Samantha from Ares Credit Group in a fascinating conversation that promises to shift your perspective on personal finance. We're not just talking government bonds here – imagine a portfolio enhanced with liquid credit instruments like leveraged loans, high yield bonds, and CLOs. These aren't your average investment vehicles; they're the financial world's high-performance sports cars, offering the thrill of significant yields and the stability of shorter durations to help you navigate market volatility with ease. Samantha brings her heavyweight expertise to the table, demonstrating the power of scale in credit investments and how Ares' sophisticated platform can lead to superior market intelligence and recovery optimization when defaults occur.
As the financial tides turn, we dissect the latest trends in the financing world, where traditional mergers, acquisitions, and share issuances are taking a backseat to the burgeoning convergence of liquid and direct lending markets. With Samantha's acumen, we reveal how Ares Credit Group astutely positions itself in the eye of this storm, providing flexible, customized financing solutions that give companies an edge. It's not just about offering options; it's about gaining early access to pivotal information and securing the most favorable terms in the deal. This episode isn't just an exploration; it's an equipping journey—for investors and finance aficionados alike—to harness the evolving intersections of financing and investment strategy.
4 Mar 2024
Protégé to Pioneer: Inspiring Women in Advice
Samantha Hawkins, General Manager at Praemium hosted Siobhan Blewitt CEO of Frais Capital and Jaimee Desai, Partner and portfolio manager at Sempre Investment Managers for a conversation inspired by International Women's Day.
In this candid and insightful exchange, Siobhan and Jaimee share the challenges and successes of building a successful career in financial advice and building a business that will resonate with anyone who has ever dared to dream of entrepreneurship. Highlighting the indispensable role of networks, finding advocates and cultivating the future by connecting with universities, fostering internships, and kindling the enthusiasm of the upcoming generation of advisors. These women's insights inspire us to champion the cause of inclusivity and support in the world of finance.
28 Feb 2024
Securing your client's legacy: Estate Planning Essentials
In this episode, Praemium's General Manager Distribution talks to Rebecca Fahey, Managing Partner and Theresa Elhage, Senior Associate at SLF Lawyers a leading law firm about estate planning. The discussion covers the importance of estate planning for high net worth individuals and strategies for navigating complexities in family structures, blended families, and estranged relationships. Rebecca and Theresa also discuss the role of trusts, tax planning, and philanthropic goals in estate planning and the importance of collaboration between financial planners, attorneys, and other professionals to develop a holistic financial plan designed to preserve a client's wealth for future generations.
The information in this podcast is provided for information purposes only for financial advisers and should not be used in place of legal professional advice. We would encourage you to seek legal professional advice for any estate planning matters.
13 Dec 2023
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 more information on succession planning for financial advice businesses, watch the full webinar with Bob Neill now: Mastering succession planning for advice firms (https://event.on24.com/wcc/r/4379105/801E2ADCB5EB49F6F0CEE67D7CD7C148?partnerref=W).
8 Sept 2023
Better Technology Decisions to Unlock Practice Growth
In the rapidly changing landscape of wealth management, technology is no longer just a tool — it's the engine driving future growth.
In this episode, Praemium's General Manager Matt van Dijk will be joined by Peter Worn, Managing Director of Technology and Digital Consultancy, Finura Group, for an engaging and interactive session on the critical market themes and prevailing challenges advisers face with existing tech solutions.
Topics include:
Role of advice technology in driving future growth
Challenges advisers face with existing technology
Impact of AI solutions on your people and practice
Strategic allocation of technology to drive profitability
Cyber security resilience
Key findings from Finura's technology health index
8 Aug 2023
How to talk to your clients about ESG
Dive in with Invesco's expert, Jacquelyn Mann, as we navigate the intricate nuances of ESG investing communication. Ever felt a disconnect when discussing ESG with clients? Jacqueline sheds light on the linguistic barriers and offers crystal-clear alternatives to better connect with your clients. Discover startling insights about high net worth investors' ESG preferences and gain actionable strategies to make your conversations truly resonate. This episode is designed for advisors eager to elevate their client interactions and champion responsible investment decisions. Don't miss out on this enlightening journey to optimize your ESG discussions!
1 Aug 2023
How to tackle the unmet advice needs of high-net-worth investors
On a recent episode of The IFA Show, Matt van Dijk, General Manager Distribution Queensland/Northern Territory at Praemium, joined host Maja Garaca Djurdjevic to delve into the world of high-net-worth (HNW) investors.
Recent Praemium research revealed a surprising statistic: a staggering 53% of HNW investors desire better tailored advice. As the number of HNW investors and their combined investable assets (currently exceeding $2.8 trillion) continue to climb, Matt sheds light on these unmet needs and how advisers can effectively address them.
With a hefty $1.9 trillion projected to be transferred from HNW investors to their children, and over half of these investors are currently managing inheritances themselves, there's a clear need that advisers can position themselves to meet.
Tune in now for more great insights.
23 Jul 2023
Embracing equity in financial services
Celebrating International Women's Day 2023, we bring to you an enlightening Celebrating International Women's Day 2023, we bring to you an enlightening conversation with industry veterans. Samantha Hawkins, Praemium's Head of Sales for Southern Regions, engages in a rich dialogue with Katerina Nicolakopoulos, the driving force behind Eikon Financial, and Widiana Setiawan, a seasoned Senior Private Wealth Advisor at Shaw & Partners.
They delve into their unique journeys navigating the financial services industry, highlighting the significant benefits of maintaining a harmonious balance between male and female advisors. Together, they reflect on inspiring strategies to encourage a new generation of women to explore this promising career avenue, emphasizing the critical role of robust internship initiatives, effective coaching schemes, and defined career roadmaps tailored specifically for female graduates.
Furthermore, the trio underscores the necessity of promoting financial literacy among women, along with the active involvement of families in financial decisions. This episode transcends their individual narratives; it aims to foster diversity and propagate success within the financial services realm. Listen now and let Katarina and Wydiana share with you their success stories and valuable insights.
23 Jul 2023
ESG: Mythconceptions, Methods and Client Engagement
Originally delivered as a webinar in November 2021, this straightforward discussion on ESG investing with guests Steve Monnier from BlackRock and Nathan Hughes from Perpetual Ethical remains relevant. They demystify ESG investing, discuss how it is explained to clients, and its pivotal role in the shifting financial environment.
The conversation touches on climate risk costs, the uptick in socially conscious investments post-Covid-19, and stewardship activities of index investors. We also look at the shift towards sustainable investing, the effects of changing regulations, and how data availability is speeding up this transition. The speakers shed light on how 'dirty' industries might hold unseen investment potential amidst the move to sustainability.
We also address misconceptions about fees influencing investment decisions, and how ESG is integrated into Perpetual and BlackRock's portfolio management. Whether you're an investment pro or a beginner, this discussion will give you a new understanding of ESG investing and its role in progressing towards a sustainable future.
23 Jul 2023
The Wealth Transfer Challenge: Addressing Australia's Unmet Financial Needs
Join us as we venture into the world of wealth management with Francis Rigby, Director at Financial Advice Matters and the firm's Head of Advice. He shares valuable insights on handling inheritance and enabling smooth intergenerational wealth transfers, crucial knowledge for financial advisers.
This episode sheds light on the critical role of financial education in wealth accumulation, especially for young clients. Learn how actively engaging with the financial system and the marvel of compounding can significantly shape their financial trajectory. We'll discuss how financial advisers can effectively set lifetime goals for their clients by posing probing questions to unveil the key drivers of their personal finances.
Delve deeper into the complexities of estate planning, its central place in financial conversations, and how understanding client behaviors and values can inform their financial decisions. We navigate the intricacies of intergenerational wealth and legacy planning, highlighting the importance of empathy when getting to know your clients. We'll also discuss how technology can act as a link between generations and how fostering a conducive environment can lead to successful wealth transfers. This episode is a treasure trove of information that simplifies wealth management and financial planning for financial advisers. Don't miss it!
Podcast Authority Score: 23 / 100
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