Hayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser discuss scaling up through outsourcing, remote working and finding the right staff for your practice.
Hayley Knight XY: https://www1.xyadviser.com/members/2845489
Contract Paraplanning Services Website: https://www.contractpps.com.au/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
You can get a transcript of this podcast here
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Scale Up Series #10 – Jason Nyilas and Con Koromilas
To wrap up the series, Fraser talks to Jason Nyilas and Con Koromilas from Aberdeen Standard Investments. They …
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Scale Up Series #9 – Hayley Knight
Hayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser …
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Scale Up Series #8 – James Wortley
James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to …
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Scale Up Series #7 – Michael Back
Michael is the Founder of Human to Human. Fed up with the “shiny object syndrome” that comes with …
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Scale Up Series #6 – Michael Lawes
Michael is the National Manager of Business Coaching at Affinia Financial Advisers Limited. He talks about the client …
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Scale Up Series #5 – Paul Feeney
Paul is the Founder and Chief Mapper at Map My Plan. He chats with Fraser about scaling up …
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Scale Up Series #4 – Judith Beck
Judith is the Keynote Speaker at Judith Beck Consulting and author of “No Sex at Work”. She and …
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Scale Up Series #3 – David Pettit
David is the Co-Founder & Group CEO of PictureWealth, the fastest growing WealthTech company in Australia. He discusses …
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Scale Up Series #2 – Sue Viskovic
Sue Viskovic is the Managing Director at Elixir Consulting and the Founder and CEO of Flowspace co-working. She …
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Scale Up Series #1 – Natasha Janssens
Natasha is the Director of Sova Financial Pty Ltd and Founder of Women with Cents. In this first …
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AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …
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441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
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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 …
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AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
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#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
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Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …
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AdviceTech Podcast #77 – FinMate AI
This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker …
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#439 Jackson Millan
Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James …
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Engine Room Podcast #31 – Ben Calder and Ivana Sanzari
In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat …
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AdviceTech Podcast #76 – Softphone & Telecomms Special
In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through …