The Innovating Advice Show

By Kate Holmes

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.

  1. 1.
    Intergenerational Challenges of Moving from Peak 1 to Peak 2 with Matthew Jackson [Ep87]
    34:19
  2. 2.
    An Intro to Crypto, Bitcoin, Blockchain and More with AJ Nary [Ep86]
    32:37
  3. 3.
    It's a Small World: Living and Working with Clients Globally with Hui-chin Chen [Ep85]
    33:28
  4. 4.
    Escape the Workaholic Trap and Achieve Balance with Dr. Travis Parry [Ep84]
    33:00
  5. 5.
    Authentically and Successfully Grow in Less Than 5 Hours Per Month with Ali Marchand [Ep83]
    37:38
  6. 6.
    Creating and Maximizing Opportunities from Day One with Russell Ho [Ep82]
    32:44
  7. 7.
    Silver Linings: A Reflection on the Positives of the Last Year with Francois du Toit [Ep81]
    32:33
  8. 8.
    The Future is Bright for Young Women in Financial Planning with Chanelle Pattinson [Ep80]
    33:02
  1. 9.
    Make Each Year of Your Client Experience Better than the Last with Michael Back [Ep79]
    43:32
  2. 10.
    Attracting and Developing Nextgen Talent with Kate Healy [Ep78]
    42:17
  3. 11.
    Shedding Old Belief Systems and Structures in Order to Grow with Penny Phillips [Ep77]
    39:13
  4. 12.
    Plan for Full Time Living, Not Retirement with Natalie Yan-Chatonsky [Ep76]
    40:32
  5. 13.
    BONUS: The Innovating Advice Show Returns!
    24:51
  6. 14.
    Ditching Jargon and Creating a Fun, Multi-Award Winning Brand with Keith Boyes [Ep75]
    42:53
  7. 15.
    Retirement Living and Aged Care Planning with Rachel Lane [Ep74]
    36:37
  8. 16.
    Inspiring the Entrepreneurial Revolution in Financial Planning with Dean Holmes [Ep73]
    46:56
  9. 17.
    Business Development in this Virtual World with Sabrina Lowell [Ep72]
    46:22
  10. 18.
    The History and Future of Financial Planning, in Academics and in Practice with Dr. Nathan Harness [Ep71]
    41:08
  11. 19.
    A Unique Approach to Hiring and the Positive Impact That Can Have on the World with Stacey McKinnon [Ep70]
    46:28
  12. 20.
    Building Your Online Brand to Attract Your Ideal Clients with Tim Slatter [Ep69]
    43:51
  13. 21.
    Understanding Personal Finance Across the Wealth Spectrum with Phuong Luong [Ep68]
    43:56
  14. 22.
    NextGen Planners Mindset and Opportunities with Rohan Sivajoti [Ep67]
    42:39
  15. 23.
    The Staying Power of Email Marketing to Attract Your Ideal Clients with Faith Liversedge [Ep66]
    42:12
  16. 24.
    How IQ + EQ = Real Financial Planning with Scott Frank [Ep65]
    39:01
  17. 25.
    Incorporating Financial Therapy in Your Business with Dr. Kristy Archuleta [Ep64]
    47:45
  18. 26.
    The Psychology of Money and How the Wealthy Really Live with Dr. Brad Klontz [Ep63]
    45:01
  19. 27.
    How to Build a Successful Advice Business, Without Prior Advice Experience! with Jessica Brady [Ep62]
    40:56
  20. 28.
    Fees and Services: From Traditional AUM to Flat Fees, Part II with Dan Haylett [Ep61]
    42:13
  21. 29.
    Upskilling Beyond the Technical: Bringing More Meaningful Skills to Client Relationships with Mariette Tappan [Ep60]
    41:28
  22. 30.
    Managing Anxiety, Mental Health and Wellbeing in Business and Life with Nick Elston [Ep59]
    41:52
  23. 31.
    How Financial Services Can Be More Inclusive to LGBTQ+ Clients and Colleagues with Cait Howerton [Ep58]
    47:08
  24. 32.
    Humans Under Management and Behavioral Finance with Andy Hart [Ep57]
    44:59
  25. 33.
    The Human Advisor Approach and Inspiring All 'Onward to Greatness’ with Dasarte Yarnway [Ep56]
    37:58
  26. 34.
    Financial Planning for Women During Divorce and Separation with Dominique Bergel-Grant [Ep55]
    40:24
  27. 35.
    Elevating Your Business and Client Value From Below the Line to Above the Line with David Haintz [Ep54]
    44:03
  28. 36.
    Building the World’s Best Independent Advice and Education Platform for Women with Olga Miler [Ep53]
    40:15
  29. 37.
    Fees and Services: From Traditional AUM to Flat Fees and Three Service Levels with Dan Haylett [Ep52]
    44:47
  30. 38.
    Conversations at the Intersection of Money and Health with Carolyn McClanahan [Ep51]
    41:34
  31. 39.
    Beyond Financial Planning: Evolving to the Most Client-Centric Model with Brian Foster [Ep50]
    42:36
  32. 40.
    Bringing Professionalism and Operational Excellence to Advisor's Businesses with Michelle Hoskin [Ep49]
    44:10
  33. 41.
    From Corporate America to #CFPpro Challenging Our Thinking on Race and Gender Inclusion with Mike Kelly [Ep48]
    45:49
  34. 42.
    Bringing More Women Into Client-Facing Roles and Building an All-Women Firm with Gretchen Betts [Ep47]
    38:00
  35. 43.
    How to Excel in Branding and Marketing and Making a Charitable Impact as a B1G1 Business for Good with Ben Nash [Ep46]
    41:48
  36. 44.
    Building the McDonald’s of Financial Advice with the Best Work-Life Balance with Carissa Fairbrother [Ep45]
    43:23
  37. 45.
    Financial Wellbeing: the Study and Application of How Money Can Make Us Happy with Chris Budd [Ep44]
    40:31
  38. 46.
    Lessons From Seven Years of Building a Successful Monthly Retainer Business with Eric Roberge [Ep43]
    45:40
  39. 47.
    Using Technology and Small Acts to Enhance Human Connection with Emily Blanch [Ep42]
    42:26
  40. 48.
    Starting a Business While You’re Young and Not Having to Unlearn with Louis van der Merwe [Ep41]
    39:50
  41. 49.
    Kate’s Story and Answers to Listener Questions with Kate Holmes [Ep40]
    37:00
  42. 50.
    How to Learn From Global Experts in #FinancialPlanning for Free with Adam Owen [Ep39]
    41:18

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