Deeper Client Relationships at Scale #1 – Conrad Francis
Deeper Client Relationships at Scale 16 June 2021
Proudly sponsored by MyProsperity
Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a lot of similarities between coaching a sports team and being a money coach. He explains that accountability plus empowerment equals high performance, an attitude that he applies to both his basketball team and his financial clients.
Conrad Francis LinkedIn: https://www.linkedin.com/in/conradfrancis/?originalSubdomain=au Inspired Money Website: https://inspiredmoney.com.au/
Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/
Join the XY platform: App Store: https://co.xyadviser.com/xyistore Google Play: https://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/
You can get a transcript of this podcast here
-
Deeper Client Relationships at Scale #5 – Karolina Kuszyk
In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at …
-
Deeper Client Relationships at Scale #4 – Caren Hendrie
Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she …
-
Deeper Client Relationships at Scale #3 – Andy Fenton
Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals. …
-
Deeper Client Relationships at Scale #2 – Nicole Stuart
Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance …
-
Deeper Client Relationships at Scale #1 – Conrad Francis
Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a …
-
Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the …
-
Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
-
AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …
-
441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
-
Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
-
AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
-
#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
-
Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …
-
AdviceTech Podcast #77 – FinMate AI
This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker …
-
#439 Jackson Millan
Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James …