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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 ... Read more

Ranked #1

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IA 016: Cybersecurity and Technology with Joel Drake

IA 016: Cybersecurity and Technology with Joel Drake

Joel Drake, a technology specialist, joins the show for the most actionable episode yet. We are discussing the top four ... Read more

19 Mar 2020

53mins

Ranked #2

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How to Increase Cultural Intelligence to Better Connect with Clients with Stephanie J. Lee [Ep33]

How to Increase Cultural Intelligence to Better Connect with Clients with Stephanie J. Lee [Ep33]

If you like smiling and making eye contact, how do you react if a client doesn’t smile or make eye contact? If they inte... Read more

19 May 2020

40mins

Ranked #3

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Beyond Financial Planning: The Next Stage of Evolution with Brian Foster [Ep32]

Beyond Financial Planning: The Next Stage of Evolution with Brian Foster [Ep32]

Which stage are you at and which stage would you like to be at? In this episode, we’re talking through what Brian Foster... Read more

14 May 2020

47mins

Ranked #4

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How Coaching is Financial Planning Done Correctly with Kim Potgieter [Ep31]

How Coaching is Financial Planning Done Correctly with Kim Potgieter [Ep31]

There’s a perception that coaching is separate from financial planning but it's integral to true financial planning. It’... Read more

12 May 2020

42mins

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Ranked #5

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How to Build a Valuable Business Versus Building a Practice with Daniel Hanzelka [Ep30]

How to Build a Valuable Business Versus Building a Practice with Daniel Hanzelka [Ep30]

There are a few things Daniel wished he learned earlier in his career. In this episode, we talk through those so you can... Read more

7 May 2020

44mins

Ranked #6

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How Trauma Launched a Successful Financial Coaching Business with Catherine Morgan [Ep29]

How Trauma Launched a Successful Financial Coaching Business with Catherine Morgan [Ep29]

There’s a much needed shift happening as financial services professionals realize that helping clients is rarely accompl... Read more

5 May 2020

41mins

Ranked #7

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When The Penny Dropped: From Product Sales to Doubling Down on Being Human with Amyr Rocha-Lima [Ep28]

When The Penny Dropped: From Product Sales to Doubling Down on Being Human with Amyr Rocha-Lima [Ep28]

Most people enter financial services and begin selling financial products. Many remain there through their career, or ge... Read more

30 Apr 2020

42mins

Ranked #8

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Ditch the Status Quo and Build Your Ideal Life and Business with Derek Notman [Ep27]

Ditch the Status Quo and Build Your Ideal Life and Business with Derek Notman [Ep27]

As advisors are rapidly adjusting to a virtual model, Derek Notman, CFP and founder of Intrepid Wealth Partners joins th... Read more

28 Apr 2020

43mins

Ranked #9

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Building Your Online Brand with Purpose with Tim Slatter [Ep26]

Building Your Online Brand with Purpose with Tim Slatter [Ep26]

Having a website, social media presence, blog and newsletter are one thing, but knowing how to leverage them for maximum... Read more

23 Apr 2020

40mins

Ranked #10

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Redesigning Work and Life to Build the Life You Want with Claudia Reuter [Ep25]

Redesigning Work and Life to Build the Life You Want with Claudia Reuter [Ep25]

Why are men promoted more often than women? Why do we still follow a Mon-Fri 9-5 schedule? Should you lean in, lean out ... Read more

21 Apr 2020

46mins

Ranked #11

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Financial Planning in India Over the Last 20 Years with Lovaii Navlakhi [Ep24]

Financial Planning in India Over the Last 20 Years with Lovaii Navlakhi [Ep24]

Lovaii Navlakhi joins the show and shares how he started a financial planning practice in India nearly 20 years ago, bef... Read more

16 Apr 2020

32mins

Ranked #12

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How Facebook Helped Build a Virtual, Highly Scalable Business with Adele Martin [Ep23]

How Facebook Helped Build a Virtual, Highly Scalable Business with Adele Martin [Ep23]

Adele Martin, CFP has built a truly innovative financial planning practice and joins the show to share her six foundatio... Read more

14 Apr 2020

40mins

Ranked #13

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The Growth of Fee-Only Financial Advisors in the U.S. [Ep22]

The Growth of Fee-Only Financial Advisors in the U.S. [Ep22]

While the U.S. is unlikely to phase out or ban commissions as other countries have, more and more financial advisors are... Read more

9 Apr 2020

46mins

Ranked #14

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Award-Winning, Independent Financial Advisor Practice, First Wealth, UK [Ep19]

Award-Winning, Independent Financial Advisor Practice, First Wealth, UK [Ep19]

Claire Phillips, Partner at First Wealth, joins the show to share how First Wealth is building a future-proof independen... Read more

31 Mar 2020

47mins

Ranked #15

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IA 013: USA, Olympic Medalist to Financial Planner with Lauryn Williams, CFP®

IA 013: USA, Olympic Medalist to Financial Planner with Lauryn Williams, CFP®

Lauryn Williams, CFP® is a 4-time Olympian, 3-time Olympic medalist and the first American woman to medal in both the Su... Read more

12 Mar 2020

49mins

Ranked #16

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IA 012: USA & Giving Yourself Grace with Sophia Bera, CFP®

IA 012: USA & Giving Yourself Grace with Sophia Bera, CFP®

Sophia Bera, CFP®, Founder of Gen Y Planning joins the show for a raw, unedited conversation between friends. We’re disc... Read more

11 Mar 2020

52mins

Ranked #17

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IA 011: USA With Maddy Roche Of XY Planning Network​

IA 011: USA With Maddy Roche Of XY Planning Network​

Maddy Roche, Director of Member Services at XY Planning Network, inspires with her journey into the profession and her p... Read more

10 Mar 2020

36mins

Ranked #18

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IA 010: USA & Diversity with Jocelyn Wright, CFP®

IA 010: USA & Diversity with Jocelyn Wright, CFP®

Jocelyn Wright, CFP®, Founder of The Ascension Group and special adviser on gender diversity joins the show to kick off ... Read more

9 Mar 2020

44mins

Ranked #19

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IA 007: Australia & Technology with Stephen Handley, CEO of Fin365

IA 007: Australia & Technology with Stephen Handley, CEO of Fin365

Stephen Handley is on the show talking all things technology, from making sure you’re getting the most out of your exist... Read more

3 Mar 2020

47mins

Ranked #20

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IA 006: Africa with Rufaro Mucheka, PhD, CFP®, MBA

IA 006: Africa with Rufaro Mucheka, PhD, CFP®, MBA

Dr. Rufaro Mucheka shines a bright light on Africa in this episode. While people often look to mature markets to see tre... Read more

27 Feb 2020

46mins

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