Discover a podcast series with a difference. A movement designed to clear a path for a fresh approach to financial services, a Whole of Wealth (WoW) approach. One that brings together accountants, financial advisers, mortgage brokers and lawyers - professionals from diverse advisory backgrounds to progress the financial success of clients by building a holistic view of their wealth.
By joining the WoWcrowd, you’ll hear the inspiring stories of world class speakers, and some of the industry’s most entrepreneurial and progressive minds as they share their journey through business, advice and technology. Learn from collective experiences and be inspired to plan an actionable course that will set you apart from the crowd.
The next episode of WoWcrowd is headlined by Australian Small Business and Family Enterprise Ombudsman, Bruce Billson. As former Minister for Small Business, Bruce shares his unique insights of the industry, and the role of accountants and advisers in supporting small business through the economic recovery of 2021.
Shedding further insights into all things small business and advisory related is our all star expert panel - Daniel Tramontana, COO of BGL, Rebecca Mihalic, Director of Business Depot and Andy Fenton, Director of Fenton Financial.
This is a great episode, particularly for those with small business clients, covering actionable methods to boost these vital enterprises. Our host Chris Ridd highlights thought provoking points, including the opportunities and barriers facing Australia's economic recovery and the roles of technology and policy in this.
Financial advisers and accountants, you won’t want to miss this stellar episode.
28 Apr 2021
When advice meets technology
The next episode of WoWcrowd is headlined by iSelect founder, Damien Waller. As someone who prefers to keep a low profile, we're lucky to have Damien Waller, a self-made millionaire from Melbourne share his story with us.
From the inception of one of the first internet enabled 'digital advisors' (iSelect) to views on the current landscape of the advice industry; to the under-utilisation of (AI) technology in advice, our host Chris Ridd highlights thought provoking insights from this tech genius. Tech adopters and laggards, you won't want to miss this episode.
To draw further insights on the key themes of this episode is our expert panel - David Simon, Founder of Integral Private Wealth, Peter Worn, Co-founder of Finura, and Alan Foster, Commercial Director at CareAbout.
10 Mar 2021
Boost your business performance
Janine Allis is headlining the next WoWCrowd episode. Arguably the most recognisable business woman in Australia with an estimated net worth of $75 million. She is listed in BRW’s top 15 people who have changed the way business is done in the last 25 years. Janine’s international success story started from humble beginnings making juices and smoothies in her own kitchen. Then in 2000 she and her husband bought their first Boost Juice bar in Adelaide, which they’ve expanded to over 530 stores across 13 different countries. Their empire has grown to include brands like Salsa’s Fresh Mex Grill, CIBO espresso and Betty’s Burgers & Concrete Co, all under the Retail Zoo umbrella.
7 Feb 2021
Get financially fit
As always, we are joined by world-class speakers and to lead the conversation is media veteran, entrepreneur and digital health business expert, Paul Waldren. Waldren shares career highlights and insights from his journey as former TV Executive at Channel 9 with Kerry Packer to his most recent venture with Chris Hemsworth on the Centr fitness app.
9 Dec 2020
Why invest in deeper relationships
Led by Garry Lyon, former Captain of Melbourne Football Club and media personality. Lyon shares his incredible journey through sports and media, and how backing himself with a trusted financial team allowed him to kick some major wealth goals. Panelists include Jason Cunningham, Co-founder & Director of The Practice, Kim Payne, Founder of 9Rok, and Matthew Rowe, CEO Of Countplus
11 Nov 2020
Creating a purpose mindset
Guest speaker Ben Crowe, delves into the human pysche and uncovers the power of a purpose mindset. Panelists Eli Glotzer, Bruce McFarlane and Stephen Jackel, along with Chris Ridd discuss strategies, tools, practices and technologies that will help turn this purpose mindset into some actionable courses to help you stand out from the crowd.
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