Praemium Advice Leaders

The Advice Leaders podcast delivers strategies and practical tips for financial advisers seeking to elevate their practice management. Join us as we explore innovative solutions, share expert advice, and empower you to navigate the ever-evolving world of wealth management.

Praemium Advice Leaders is a business podcast hosted by Praemium, with 11 episodes on record and a Required Pod Score of 80.

Praemium hosts Praemium Advice Leaders, a business show with 11 episodes published.

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  Praemium Advice Leaders

  Accelerate and Elevate: Empowering financial journeys

  Mar 4, 202526 minS0

  <p>Step into an inspiring conversation that explores the dynamic careers of women in financial advice. In this episode, we sit down with two industry trailblazers, Kate O’Callaghan of Shaw and Partners and Tahli Cavagnino of Kofkin Bond, as their share their unique journeys into financial planning. Their stories reflect not only personal growth but also the challenges women face while navigating this traditionally male-dominated industry.<br/><br/>As we celebrate International Women's Day, we delve into the critical theme of accelerating action for women in advice. Kate and Tahli explore how encouraging financial literacy, leveraging modern technology and cr...

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  Praemium Advice Leaders

  Unlocking Growth with Separately Managed Accounts

  Aug 27, 202428 minS0

  <p>Unlock the secrets to transforming your financial advisory business as Sam Carroll, Managing Director of Talem Wealth, shares the firm's incredible journey as an early adopter of cutting-edge Separately Managed Accounts (SMAs). <br/><br/>Learn the true advantages of SMAs in building trust and efficiency with clients. Hear Sam discuss how clear communication and transparency can enhance client trust and confidence. Understand the significant reduction in workload for financial advisers and the instantaneous changes that SMAs can offer. We also delve into the importance of involving the next generation in financial planning, discussing estate planning and ensuring service continuity a...

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  Praemium Advice Leaders

  Harnessing High-Yield Credit

  Mar 26, 202416 minS0

  <p>Unlock the potential of corporate credit investments as we join forces with Samantha from Ares Credit Group in a fascinating conversation that promises to shift your perspective on personal finance. We're not just talking government bonds here – imagine a portfolio enhanced with liquid credit instruments like leveraged loans, high yield bonds, and CLOs. These aren't your average investment vehicles; they're the financial world's high-performance sports cars, offering the thrill of significant yields and the stability of shorter durations to help you navigate market volatility with ease. Samantha brings her heavyweight expertise to the table, demonstrating the power of scale in...

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  Praemium Advice Leaders

  Protégé to Pioneer: Inspiring Women in Advice

  Mar 3, 202436 minS0

  <p>Samantha Hawkins, General Manager at Praemium hosted Siobhan Blewitt CEO of Frais Capital and Jaimee Desai, Partner and portfolio manager at Sempre Investment Managers for a conversation inspired by International Women's Day.  <br/><br/>In this candid and insightful exchange, Siobhan and Jaimee share the challenges and successes of building a successful career in financial advice and building a business that will resonate with anyone who has ever dared to dream of entrepreneurship. Highlighting the indispensable role of networks, finding advocates and cultivating the future by connecting with universities, fostering internships, and kindling the enthusiasm of the upcoming generation o...

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  Praemium Advice Leaders

  Securing your client's legacy: Estate Planning Essentials

  Feb 27, 202421 minS0

  <p>In this episode, Praemium's General Manager Distribution talks to Rebecca Fahey, Managing Partner and Theresa Elhage, Senior Associate at SLF Lawyers a leading law firm about estate planning. The discussion covers the importance of estate planning for high net worth individuals and strategies for navigating complexities in family structures, blended families, and estranged relationships. Rebecca and Theresa also discuss the role of trusts, tax planning, and philanthropic goals in estate planning and the importance of collaboration between financial planners, attorneys, and other professionals to develop a holistic financial plan designed to preserve a client's wealth for future generations. <br/><...

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