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Why not keep up with investment strategies, market conditions and retirement income sciences in one place! Check out our videos on these agendas below.
FEATURED VIDEOS
Jason Butler: Building A Financial Planning Business That Last Generations
https://finalytiq.wistia.com/medias/kodiyd0114?embedType=iframe&videoWidth=800 In this video, Jason Butler of Bloomsbury tells a very inspirational story of how he pulled himself and the firm from the brink of bankruptcy and transformed the business into one of...
Nick Blake: The Vanguard Difference
https://finalytiq.wistia.com/medias/clge1v86ne?embedType=iframe&videoWidth=800 Asset managers have been under intense pressure lately, particularly about fund fees and the general misalignment between interests of fund managers and those of the...
Rob Stevenson: Building Enterprise Value in Financial Planning Businesses
https://finalytiq.wistia.com/medias/xinywlwqzh?embedType=iframe&videoWidth=800 For many financial planning business owners, the hope is that one day, they'll be in a position to cash in on their lives’ work by selling their firms. However, with vast...
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Bill Winterberg: Technology Tools for Adviser Marketing
https://finalytiq.wistia.com/medias/wp5s8gbfzp?embedType=iframe&videoWidth=640 In this interview with Bill Winterberg, US-based Technology Consultant to Financial Planners and Founder of FPPad, we talked about one important tool for advisers to use as part of...
Mark Polson 2: Centralised Investment Propositions & The Pie of Destiny
https://finalytiq.wistia.com/medias/b5z0vtuis4?embedType=iframe&videoWidth=640 In this part 2 of my interview with Mark Polson, we talked about Centralised Investment Propositions and the Pie of Destiny. The Pie of Destiny is one of Mark’s ingenious inventions,...
Mark Polson: Are Platforms Charging Like Wounded Bulls?
https://finalytiq.wistia.com/medias/nj4wniongs?embedType=iframe&videoWidth=640 In this video, I speak to platform Guru, Mark Polson of the lang cat, about his latest Platform Pricing Guide: Like A Wounded Bull. I asked Mark what the Platform Pricing Guide tells us...