Apr 132 minThe Future is Bright for Young Women in Financial Planning with Chanelle Pattinson [Ep80]Chanelle Pattinson is a rising star and young woman in financial planning. She grew up thinking financial advice was boring and that...
Dec 1, 202028 minBusiness Development in a Virtual World with Sabrina Lowell [Ep72]Welcome to December, the last month of 2020 and to episode 72 of The Innovating Advice Show. I’m joined by Sabrina Lowell, Adviser &...
Nov 17, 202031 minA Unique Approach to Hiring & the Positive Impact That Can Have on the World w/Stacey McKinnon[Ep70]Welcome to episode 70 of The Innovating Advice Show. I’m joined by Stacey McKinnon who is the Chief Operating Officer at Morton Capital...
Sep 22, 202029 minHow to Build a Successful Advice Business, Without Prior Advice Experience! w/Jessica Brady [Ep62] Welcome to episode 62 of The Innovating Advice Show. I’m joined by Jessica Brady, co-founder of Fox & Hare in Australia. Whether you’re...
Aug 25, 202026 minHow Financial Services Can Be More Inclusive to LGBTQ+ Clients & Colleagues w/Cait Howerton [Ep58]Welcome to episode 58 of The Innovating Advice Show. I’m joined by Cait Howerton who is a CFP professional, Accredited Financial...
Aug 11, 202027 minFinancial Planning for Women During Divorce and Separation with Dominique Bergel-Grant [Ep55]Welcome to episode 55 of The Innovating Advice Show. I’m joined by Dominique Bergel-Grant who has built a successful financial planning...
Aug 4, 20202 minBuilding the World’s Best Independent Advice and Education Platform for Women with Olga Miler [Ep53]Welcome to episode 53 of The Innovating Advice Show. I’m joined by Olga Miler, co-founder of SmartPurse which is empowering...
Jul 14, 20202 minBringing More Women Into Client-Facing Roles & Building an All-Women Firm with Gretchen Betts [Ep47]Welcome to episode 47 of The Innovating Advice Show. I’m joined by Gretchen Betts, Managing Director at Magenta Financial Planning in the...
Apr 21, 20202 minRedesigning Work and Life to Build the Life You Want with Claudia Reuter [Ep25]Welcome to episode 25 of the Innovating Advice show. I’m joined by Claudia Reuter who is a GM at Techstars, which is a global platform...
Apr 7, 202028 minHow Advisors Are Adjusting to Working From Home with Jen McKay [Ep21]Welcome to episode 21 of the Innovating Advice show. I’m joined by Jen McKay who co-founded Linktank in South Africa back in 2014....
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