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.

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 creating pathways to a career in financial advice can address a more equitable gender balance in the industry over the coming decades.

This episode reveals insights about the increasing wealth of women and the demand for female advisors and the skill sets women bring to advice. We discuss the importance of building supportive networks, where women can uplift each other professionally, combating the narrative that financial advising is overly complicated—a misconception they aim to debunk.

Don’t miss this inspiring and motivating discussion!

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).

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 across generations — crucial for managing an aging client base and facilitating intergenerational wealth transfer.

Explore the evolving landscape of managed accounts and their appeal to different generations and wealth levels. Sam dispels the myth that managed accounts are too generic, highlighting their customisation capabilities and technological benefits such as trading, reconciliation, tax management, and instant reporting. As we look ahead to future trends, Sam offers practical advice for advisers eager to transition to SMAs, emphasising the importance of fully committing to streamline processes to achieve superior business outcomes. Tune in to gain invaluable insights and stay ahead in the world of financial advice.

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.

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 of advisors. These women's insights inspire us to champion the cause of inclusivity and support in the world of finance.