Praemium Advice Leaders
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Podcast Overview
<p>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. </p>
Language
🇺🇲
Publishing Since
7/23/2023
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Recent Episodes
March 4, 2025
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...
August 28, 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...
March 26, 2024
Harnessing High-Yield Credit
<p>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.<br/><br/>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.</p>
12 total episodes available
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Frequently asked questions
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- What is Praemium Advice Leaders?
<p>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. </p> - How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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