The shape of advice

Professional Planner

20 Episodes

The great transformation of Australia's financial advice industry from predominantly bank-owned to a more fragmented mix of independently licensed and like-minded collective tie-ups has occurred swiftly during the past year and a half, with the impact of these changes on business partnerships continuing to play out.

This new podcast series, created and produced by Professional Planner, is a conversational-style exploration of the advice landscape that draws on industry thought-leaders, experts and practitioners who are forging ahead with new partnerships, augmenting business models and adapting to new technologies.

Podcasts Similar to The shape of advice

PortfolioCast (89.75%)

The Portfolio Collective

Family Office with Lance Meikle (89.03%)

genmfo

Between Meetings with Matt Heine (88.88%)

Netwealth Investments Limited

The ifa Show (88.71%)

Momentum Media

The Advice Show (87.31%)

Citywire

Thinking Out Loud Adviser Podcast (86.89%)

Aberdeen Standard Investments

The Avida International Pod (86.69%)

The Avida Team

Developing the Trust (86.46%)

Tim Warneford

Objectway - OWIN Talk (86.36%)

OBJECTWAY

The Kofkin Bond's Podcast (86.3%)

kofkinbond

YourStake, YourStory (86.19%)

YourStake, Gabe Rissman

It's Never About Money (86.04%)

Joe Stephan

Pencils Down (85.92%)

Federico Baradello

Rosemont Roundtable: Exploring the Business of Investment Management (85.74%)

Rosemont

Connect To Grow (85.54%)

Paul Raftery / Projects RH

EmbarkPod (85.46%)

Embark Group

The Connected Generation with Nike Anani (85.4%)

Nike Anani

Castine Conversations (85.39%)

Castine LLC / Robin Hodgkins

Beyond The Ordinary (85.28%)

Mammoth

The Future Financial Adviser (85.16%)

Nigel Baker

Residency and Citizenship by Investment - Claim Your Freedom (85.12%)

American Investment Migration

WE ARE GUERNSEY PODCAST (85.0%)

WE ARE GUERNSEY

Day in a Canoe Podcast (84.88%)

Nathan Mersereau

Euromoney Global Private Banking and Wealth Management Virtual Event 2020 (84.74%)

Euromoney

Women Rocking Wall Street - A podcast dedicated to women in financial services (84.64%)

Sheri Fitts

GBC PRESENTS THE PARTNER PODCAST (84.61%)

Sam Lee

XY Adviser (84.58%)

XY Media

Wisdom Board PULSE (84.54%)

Wisdom Board

For Advisors (84.28%)

For Advisors

The Family Business Podcast (84.22%)

Russ Haworth

Deal Us In (84.2%)

McGuireWoods

I ALSO Want Money (84.18%)

Nicole Kyle, Sophie Holm & Harrison Comfort

Flex and the City - Great leadership in financial services (84.1%)

Rachel Treece

Accounting for the Future (84.08%)

BDO Canada

Good Things Happen (83.75%)

Citi

There's No Excuse For Bad Benefits, In Conversation With Matthew Gregson (83.73%)

Howden Employee Benefits & Wellbeing

Mid Market Matters (83.71%)

Craig West

Financial Changemakers (83.62%)

Gretchen Betts

Enterprising Families Podcast (83.53%)

Tsitsi Mutendi

Purpose & Vision (83.47%)

James Lush

Serenity Now for Entrepreneurs (83.45%)

serenitynowforentrepreneurs

Fierce Lab (83.4%)

Tara Wilson

Investments (83.38%)

Investment Consulting

Michael Tory (83.29%)

Michael Tory

Untangling FinTech (83.29%)

Stathis Partners, LLC

TFOA Insights (83.26%)

Marc Sharpe

Exit Insights (83.16%)

Darryl Bates-Brownsword

Mourant podcast (83.16%)

Mourant

High Performance Podcast (83.1%)

Nathan Repine

Deal Talk with 7MA (82.99%)

7 Mile Advisors

In the Suite (82.96%)

Tina Powell | C-Suite Social Media

Operational Leaders (82.96%)

Terrance J. O'Malley

CFO Talks - Idea Sharing for CFOs (82.95%)

CFO Talks

Mox.E Podcast (82.94%)

Entrenuity

Noun & Outcome (82.93%)

Noun & Outcome

Unlocking Business Growth - exploring achievements, challenges and what's interesting (82.9%)

Nola Heale

Future Compass (82.89%)

Solid Gold Podcasts #BeHeard

BTD: Making Sense of M&A, Alliances and Divestments (82.86%)

Carlos Keener

Mark to Market (82.79%)

Deutsche Bank

Russell Investments Australian Podcast (82.79%)

Russell Investments

Norman Alex Business Society Podcast (82.76%)

Norman Alex

BISA Industry TrendWatch (82.76%)

Stathis Partners, LLC.

CFA: Careers For All (82.75%)

CFA Society Saskatchewan

Money Stories with LDT (82.75%)

Linda Davis Taylor

Portfolio Career Podcast (82.66%)

David Nebinski

Women on The Move Podcast (82.65%)

Women On The Move

Portfolio Career Podcast with David Nebinski (82.62%)

David Nebinski

Design Your Legacy (82.6%)

Angelina Carleton

Get Wiser (82.55%)

WISE (Women In Subsea Engineering)

Subrata Biswas Podcast (82.54%)

SUBRATA BISWAS

Her Success Matters (82.52%)

InvestmentNews

WPiAM (82.48%)

WPiAM

Real Money, Real Experts (82.48%)

AFCPE®

The Strategic Asset Management Podcast (82.45%)

Diego Klappenbach, Director Scandinavia, UMS Group

Ask Keebs Podcast (82.44%)

Keebeck Wealth Management

Invest The Difference (82.4%)

Hi Hello Labs

Paladin Advisors Capital Markets (82.38%)

Paladin Advisors Capital

The COO Roundtable (82.36%)

Coldstream Wealth Managment

On Boards Podcast (82.34%)

Joe Ayoub & Raza Shaikh

Only Fee-Only (82.34%)

Broc Buckles and Peter Ciravolo

Westminster Consulting (82.34%)

Westminster Consulting

BizTech Insight (82.33%)

Micheal Axelsen

Nothing But Major Gifts (82.05%)

Veritus Group

Women Leaders in Finance (82.03%)

Women Leaders in Finance

What They Don't Tell You (82.0%)

CWB Wealth Management

c. myers live (81.93%)

c. myers corporation

The Leadership Beat (81.91%)

Bates Communications

Branch Out - A Podcast from Connection Builders (81.91%)

Connection Builders

Supporting Women in Social Enterprise (81.83%)

Flourish Together CIC

The Numbers People Podcast (81.79%)

Richard Holmes

Valley Business Radio (81.77%)

Adrian McIntyre | PHX.fm

Old Mutual Wealth (81.77%)

Old Mutual

Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! (81.77%)

financialdna

The Financial Law Forum (81.76%)

Seyfarth Shaw LLP

Fund investments Services in Cyprus (81.76%)

Michalis Economides

Adviser 2.0 (81.76%)

Adviser 2.0

Behind the Deal With Mark Bruno (81.73%)

Mark Bruno

Transitional Matters (81.7%)

Transitional Matters

Financial Standard Podcast (81.69%)

Financial Standard

More at Stake: The Family Business Podcast (81.69%)

Amelia Renkert-Thomas: Family Business Governance Consultant