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サマリー
あらすじ・解説
This episode looks back at some of the most incisive moments from Matt’s conversations in 2024, with an array of impressive guests from diverse fields who share their experiences, insights, and key learnings for financial advisers.
Listen to the full episodes from which these clips are taken:
Ep 94: Embracing play at work to innovate and collaborate – Tane Hunter & Dara Simkin
Ep 93: Keeping wealth and succession in the family – Philip Pryor
Ep 92: Optimising advice firms for business efficiency – Sue Viskovic
Ep 91: Growing the licensee of the future – Hugh Humphrey
Ep 90: Building bonds in the financial sector – Danielle Press
Ep 89: Sharpening advice firms for a competitive edge – Dean Lombardo
Ep 88: Expanding horizons with alternative assets – Lawrence Calcano
Ep 87: Partnering with purpose to create a better world – Jean Oelwang
Ep 86: Scientifically revealing client preferences for personalised advice - Shachar Kariv PhD & Bernard Del Rey
Ep 85: Leadership lessons from Facebook’s former CEO - Stephen Scheeler