90 episodes

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, business models and fee structures, and shifting consumer expectations.

The Innovating Advice Show Kate Holmes

    • Business
    • 5.0 • 2 Ratings

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, business models and fee structures, and shifting consumer expectations.

    Intergenerational Challenges of Moving from Peak 1 to Peak 2 with Matthew Jackson

    Intergenerational Challenges of Moving from Peak 1 to Peak 2 with Matthew Jackson

    #NEXTGEN21 Global Conference: https://bit.ly/globalfpconf
    In their thought-provoking white paper, New Frontiers in Wealth Management, Matthew Jackson and Bob Veres examine how advice firms can ensure long-term survival in a changing world.
    In this episode, Matthew joins to take a look at one of the challenges discussed in the paper: the three intergenerational challenges of moving from a Peak 1 firm to a Peak 2 firm.
    Whether they realize it or not, most firms are grappling with this challenge.
    Show notes at https://innovatingadvice.com/post/episode87
    Join the next Video Creation Masterclass https://bit.ly/videoin2021
     

    • 34 min
    An Intro to Crypto, Bitcoin, Blockchain and More with AJ Nary

    An Intro to Crypto, Bitcoin, Blockchain and More with AJ Nary

    Global conference tickets: https://bit.ly/globalfpconf
    Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm
    We are going back to basics for an intro to blockchain, bitcoin, crypto and this NFT craze.
    I'm joined by AJ Nary, founder of HeightZero, which is a technology platform that enables financial advisors to efficiently add digital assets to their clients’ portfolios. AJ is also great at breaking things down in an easy to understand way.
    So if you've been trying to figure out what all of these things are, whether you should care and how they might fit into your clients' lives, this episode is for you.
    Show notes at https://innovatingadvice.com/post/episode86
    Join the IA Community https://bit.ly/IAComm
     

    • 32 min
    It's a Small World: Living and Working with Clients Globally with Hui-chin Chen

    It's a Small World: Living and Working with Clients Globally with Hui-chin Chen

    Global conference tickets: https://bit.ly/globalfpconf
    Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm
    As the world reopens and remote work continues, you or your clients may be thinking about moving internationally for fun, career or marriage. This presents unique challenges and opportunities from a financial planning perspective and is the focus of this episode.
    I'm joined by Hui-chin Chen who is the owner of Pavlov Financial Planning, where she works with globally mobile clients, and the Founder of The CIGA Network, Where independent advisers located around the world come together to provide comprehensive financial advice covering their clients’ global footprint.
    In this episode, we're chatting about what you should be thinking about if you're looking at moving abroad, considerations for globally mobile clients and some of the top things to think about - including whether this is an area you really want to focus on.
    Show notes at https://innovatingadvice.com/post/episode85
    Join the IA Community https://bit.ly/IAComm
     

    • 33 min
    Escape the Workaholic Trap and Achieve Balance with Dr. Travis Parry

    Escape the Workaholic Trap and Achieve Balance with Dr. Travis Parry

    Global conference tickets: https://bit.ly/globalfpconf
    Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm
    If you're struggling to achieve or maintain balance, as so many of us are, this episode is for you.
    Dr. Travis Parry, author of Achieving Balance and founder of the Make Time Institute where he helps financial advisors reach their business and personal goals in an overworked world, joins the show to discuss the three key myths he covers in his book:
    that balance means doing it all at the same time, that productivity is the magic pill and that personal development is the end all be all. One of my favorite lines from Dr. Parry's book is "productivity without boundaries creates a more productive workaholic."
    Be sure to listen to the end where he provides an incredible free offer to listeners of The Innovating Advice Show.
    Show notes at https://innovatingadvice.com/post/episode84
    Join the IA Community https://bit.ly/IAComm

    • 33 min
    Authentically and Successfully Grow in Less Than 5 Hours Per Month with Ali Marchand

    Authentically and Successfully Grow in Less Than 5 Hours Per Month with Ali Marchand

    If you've been resisting marketing because it's seen as expensive, time consuming or salesy, this episode is for you.
    I'm joined by Ali Marchand, CEO of Impresm in Switzerland, which specializes in accessible and innovative marketing for financial planners. She's breaking down the three things that make marketing for financial planners different, the three key things you need in your marketing foundation and how to build and solidify that foundation in just five hours per month.
    And it had such great engagement during the live stream - which we do with every episode at 2pm Eastern time each Tuesday - that there's some bonus content at the very end that worth sticking around for.
    Show notes at https://innovatingadvice.com/post/episode83
    Sign up for guest and episode notifications https://bit.ly/JoinIA20
    🔥 Join the next Video Creation Masterclass before the price goes up https://bit.ly/videoin2021 🔥
    Join the IA Community https://bit.ly/IAComm
     

    • 37 min
    Creating and Maximizing Opportunities from Day One with Russell Ho

    Creating and Maximizing Opportunities from Day One with Russell Ho

    If you're looking for ways to stand out, come out of your shell or battle that pesky imposter syndrome, this episode is for you.
     
    From his first job in financial services at a large company, Russell Ho leveraged his creativity and determination to stand out, impress the well-funded marketing department and make a name for himself.
     
    But that didn't come naturally. As we discuss, Russell was an introvert and wasn't sure how to connect with clients and prospects. But he threw himself in the deep end, with one creative initiative after another, knowing that failure - if it came - wasn't the worst outcome.
     
    As his success has grown he's also battled imposter syndrome, which we chat about.
    Show notes at https://innovatingadvice.com/post/episode82
    Sign up for guest and episode notifications https://bit.ly/JoinIA20
    Join the IA Community https://bit.ly/IAComm
    Join the next Video Creation Masterclass https://bit.ly/videoin2021
     

    • 32 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

K@t VG ,

Katrina

Wonderful insights from amazing guests - never miss an episode!

Top Podcasts In Business

Listeners Also Subscribed To