UncommonCents

Dean Holmes & Craig Kouimanis
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Craig Kouimanis - Head of Paragem Dean Holmes - TWN Partners The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities. This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.

  1. FEB 5

    UncommonCents Episodes 102: Data in Financial Planning Firms

    Dean Holmes talks with Steven Handley from Fin365 abouthow clean, centralised data and Microsoft’s tools help financial planners automate, streamline, and secure their businesses. They explore practical AI uses—like file‑note creation and compliance checks—plus the risks of third‑partymodels. Steven shares how Power BI reveals data quality, efficiency, and profitability. Bottom line: Tech won’t replace advisors—it strengthens trusted client relationships.

    37 min

  2. JAN 22

    UncommonCent Episode 101: New Year's Resolution - 2026 Predictions & Action Plans

    Craig and Dean celebrate 101 episodes of UncommonCents by unpacking smarter ways to plan for a successful 2026. They explore why New Year’s resolutions often fail, why January should be about realignment—not drastic change—and how hidden behaviors like discounting or working with the wrong clients can hold your business back. One powerful idea. One action. Start the yearwith clarity

    26 min

  3. 12/11/2025

    UncommonCents Episode 100: Reflection of 100 Episodes

    Hosts Dean Holmes and Craig Kouimanis celebrate amajor milestone—100 episodes over three years! In this special episode, they reflect on their journey from hesitant beginners to confident speakers, sharinglessons learned along the way: The power of persistence (even when views were low) Building an audience of 5,000+ viewsLeveraging AI to catalog and repurpose content for business and client educationThis episode features a hype reel of memorable moments and heartfelt gratitude to the team that made it possible. Dean and Craig are excited to keep the conversation going and welcome your suggestions for future topics!

    21 min

  4. 11/27/2025

    UncommomCents Episode 99: Doing Business in December

    Craig Kouimanis & Dean Holmes flip the script on the “slow month” myth. December is your secret weapon for success. They discussed: Turn downtime into relationship goldMake gratitude calls that matter Lock in January before the rush Clean up your business for a fresh startPlus, they talk holiday planning with intention—family, health, tech habits, learning, and mental refreshment. No more scrambling at year-end. And… a sneak peek at the 100-episode milestone celebrating 2.5 years of game-changing insights!

    27 min

  5. 11/20/2025

    UncommonCents Episode 98: The Rise of the Practice Manager/Head of Advice Delivery

    In this episode Dean Holmes and Craig Kouimanis dive into the critical role of practice managers in financial planning firms. Discover why the shift from admin-heavy roles to strategic operational leadership is essential for sustainable growth. Key topics: Why modern firms can’t scale without a strong practice managerCore responsibilities: operations, workflow, people & culture, compliance, client experience.How practice managers reduce advisor burnout. Recruitment challenges & hiring the right fitIf you want to boost productivity and scalability in your firm, this is a must-listen!

    1h 5m

  6. 11/13/2025

    UncommonCents Episode 97: Leadership and High Performing Teams

    Dean Holmes sits down with leadership and team coach Paul Slezak to reveal the game-changing strategies that turn good teams into unstoppable forces. In this conversation, you’ll discover: How to keep remote and hybrid teams truly connected Why small shifts can ignite breakthrough innovation The secret to creating a culture of collaboration that lasts Where AI fits into the future of high-performing teams

    31 min

  7. 11/06/2025

    UncommonCents Episode 96: Succession Lessons

    Dean Holmes & Craig Kouimanis dive into the must-have strategies for succession planning in financial advice firms. From unexpected events like a founder’s sudden passing to planned transitions like internal successions or full sales — they cover it all. The Importance of Succession Planning Unexpected Succession: Planning for the Unforeseen Internal Succession: Grooming Future Leaders Full Succession: Selling Your BusinessPartial Succession: selling Stake

    26 min

  8. 11/06/2025

    UncommonCents Episode 95: TWN Quarterly Planning Day- Action & Insights

    Dean Holmes and Craig Koumanis discussed quarterly planning review insights for financial advice firms, covering five essential themes: Business Pulse Check (a 20-question scorecard measuring Plan, Process, People, and Profit tracked over time)Making Process Your Product (document and clearly communicate the consistent 12-month client journey to all clients)AI's Role in modern advice (humans lead with AI as assistant; notably, 50% of web traffic is now AI queries requiring bot-optimized FAQ content)Goal Setting strategies (less is more, block one dedicated hour weekly, use a goal buddy for ongoing accountability)State of Company communication (transparently share results with your team).

    34 min
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About

Craig Kouimanis - Head of Paragem Dean Holmes - TWN Partners The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities. This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.

Information

  • Creator
    Dean Holmes & Craig Kouimanis
  • Years Active
    2025 - 2026
  • Episodes
    102
  • Rating
    Clean
  • Copyright
    © Dean Holmes & Craig Kouimanis
  • Show Website
    UncommonCents