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Propelling the global financial planning profession forward for the benefit of all people. 

Ready to break from the status quo and build a business and life you love so that you can help your ideal clients do the same?

Podcast: The Innovating Advice Show

The show for forward-thinking financial advisers, financial planners and related professionals from all corners of the globe. Featuring innovative and action-oriented guests worldwide discussing the latest in practice management strategies and technology, fintech and FPtech (financial planning technology), diversity, evolving business models and fee structures, and shifting consumer expectations.

Committed to geographic, racial and gender diversity, including featuring 50% women guests. 

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Latest Podcast Episodes

 

Virtual & International Speaker

Kate Holmes brings her passion, energy and expertise to every presentation, whether virtual or in person. 

She has spoken on stages from Cape Town to Bangkok, San Francisco to Moscow and Brussels to Eilat, Israel.

 

Collaborating: Your Innovation Journey

in·no·va·tion noun

the action or process of innovating: innovation is crucial to the continuing success of any organization. 

Are you or your company struggling with: 

  • transitioning your business and clients to a virtual environment?

  • evolving your fee structure to reduce or eliminate reliance on commissions or AUM?

  • attracting the next generation of clients?

  • attracting the next generation of advisers and planners?

  • creating an accessible and affordable model to serve the traditionally un/underserved?

  • shifting your business and clients relationships from product sales to a coaching engagement?

  • how to introduce a new fee model to existing clients? 

  • overwhelm from the myriad decisions involved in setting up a new business?

  • learning how to stop talking about money and have the conversations your clients need?

  • knowing whether you're on par with global best-practices?

  • working too much and having to fit your life around your business, rather than fitting your business around your life?

 

Individual Advisers / Planners

As-needed: 

  • 45-min 'Pick Kate's Brain' virtual session

  • 60-min recorded virtual session with questionnaire in advance

Ongoing: 

  • Monthly retainer to work through your challenges and opportunities and experience how Kate recommends working with clients

Financial Services and AdvisorTech Companies

As needed: 

  • Speaking (virtual or in person)

  • Workshops (virtual or in person)

  • Evaluation of current situation and detailed recommendations

Ongoing:

  • Kate takes on limited ongoing engagements each year

Join the Global Community

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  • free resources, 

  • inspiration on your journey to becoming an innovative advisor, and

  • podcast episode notifications.

 

 

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Helping financial advisers worldwide increase the value of your business for you, your clients and your upcoming exit.  

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© 2020 Innovating Advice

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