THE FINNOVATOR

Paul Feeney is someone whose counsel I really value. If you don't know him by name, you may know about his creation, Map My Plan, which was one of the first fintech tools to play in the self-service advice space. And when I say "self service", I"m not talking about robo advice investment managers pretending they're full advice, I"m talking about giving people the tools to literally create their ow...

Ben Elliot knows how to help people conquer their mindset. He's helped me, and many others on the program and beyond who've reached out to him. ' As a Performance Coach he specialises in helping professionals remove blocks that help them achieving more and managing the mindset required to deal with it when they get there. But in case you think you've heard it before, you haven't. Ben has a very sp...

What Chris Wrightson doesn’t know about maximising the value of a business probably isn’t worth knowing. He’s sold literally hundreds of advice firms and was one of the brains behind the iPac model. In this episode of The Finnovator, we talk what it takes to build a practice that is seen as a super asset, and what it looks like to be the principal of such a firm, so you can take the info and chart...

Have you ever met somebody who just seems to be so successful across such a number of different areas that you're intrigued at how they got that way? Andrew Rocks is someone that is best described as a polymath of the financial planning business. When I flew to the Philippines last year, Andrew was one of the first person I spoke to at the event and it opened up a conversation that seems to just g...

In June I'll have the pleasure of working with the team at Netwealth to run a second webinar with them, but I wanted to share the results from our last session, all about that key issue I love to work with firms on; building a scalable model. The session attracted an awesome audience of 170, and we went deep on why financial professionals have so much to leverage from applying a 'Silicon Valley mi...

If you've ever doubted whether social media can generate new business for advice firms, Daniel Brown is about to blow those thoughts into last week. As Founder, CEO and award-nominated adviser at Newcastle Financial Planning Group, Daniel isn't a marketing consultant with great ideas. He's a practitioner who built his practice from the ground up and made a call very early on that he would be the o...

What would you do if you wanted to master something in a short space of time? If your answer is to do more of it as soon as you can, you'll be thinking the way James Williamson was when he decided to become Master of his Review system. Some people might look for help to deliver 160 reviews in 12 months, but Millhaven head honcho James Williamson took a different tack and designed, implemented and...