July 20, 2021
On the eve of the Tokyo Olympics Scott catches up with 3 times Gold medallist and UBS National Account Manager, James Tomkins, OAM.
Scott & James discuss the changing industry and the parallels between sport and business when dealing with change.
This podcast is packed with insights, sporting analogies and plenty of golden puns!
July 5, 2021
Join Scott in this episode of The GAF as he interviews Certainty Advice Group's Jim Stackpool. Jim is an industry veteran and a leader in adviser coaching and training.
Scott and Jim explore the concepts around moving from a product focused business to one modelled on advice. They cover a range of topics from pricing to business succession.
It's an episode jam packed with valuable insights you're sure to love.
July 2, 2021
In this episode, Scott has special guest Murray Howlett.
Scott interviews Murray for an accounting perspective, as they discuss the additional skills that he has acquired over the years to truly provide clients with the best advice. The stuff he didn't learn at uni! Listen in, some great insights.
June 8, 2021
Joining us on The GAF this week is emotional intelligence guru, Brian Fitzpatrick. Scott and Brian discuss the power of emotional intelligence for all advisors. They explore the SCARF model, the key components to an emotional vocabulary and the skills required for profound listening. These combine to form the valuable skills that Scott and Brian believe are essential for all successful advisors.
May 11, 2021
This episode Scott is joined by Glen Reilly as they discuss the journey to High Net Wealth advice. Listen in to Glens story of how he built a valuable enjoyable business.
April 21, 2021
In Episode 6, Scott interviews special guest Chris Cuffe. As a leader in the industry, Chris works works in many spaces. He works in the investment space, advises high net wealth families, supports philanthropist pursuits and sits on a range of boards. Listen in as Scott explores Chris’s wealth of knowledge and his lessons from business and life. A great Ep!
March 24, 2021
In Episode 4, we have Dave Johnson in to discuss the role of Advisory Boards. Dave has a unique outlook in the advisor world as he wears many different hats among it. He has been in financial services for 30 years and now works as an independent director for private families and listed companies.
Listen in to hear Scott pick Dave's brain about the ins and outs of advisory boards and the different roles in the advisory space.
March 17, 2021
This episode Scott has Paul Crane back on the podcast to delve into one of his key business frameworks, The Stages Model.
This framework explores the journey of a business and individuals and how each stage impacts decision making and behaviour. More on content/context and another prominent theme of “what do I need to let go of, in order to get what I really want”.
March 8, 2021
Episode 2 features emotional intelligence expert, Brian Fitzpatrick.
Scott and Brian discuss the skills, technical and relational, that are required to work successfully in the advisory space. They delve into some of the essential frameworks that have led them to success in their respective fields. Listen in to hear how the frameworks help create the essential conversations that Scott & Brian believe all professionals need to be having with clients. The PIES model, content/context and everything in between!