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.

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.

The information in this podcast is provided for information purposes only for financial advisers and should not be used in place of legal professional advice. We would encourage you to seek legal professional advice for any estate planning matters.

In this episode of the Praemium Advice Leaders podcast, Samantha Hawkins interviews Bob Neill, the founder and director of Seaview Consulting, about succession planning for advice businesses.

Bob discusses why succession planning is important, even for young businesses, and shares his advice on how to create a succession plan that works for you and your business.

This episode is a must-listen for any financial planner who is serious about planning for future business transitions.

For more information on succession planning for financial advice businesses, watch the full webinar with Bob Neill now: Mastering succession planning for advice firms.

In the rapidly changing landscape of wealth management, technology is no longer just a tool — it's the engine driving future growth.

In this episode, Praemium's General Manager Matt van Dijk will be joined by Peter Worn, Managing Director of Technology and Digital Consultancy, Finura Group, for an engaging and interactive session on the critical market themes and prevailing challenges advisers face with existing tech solutions.

Topics include:

• Role of advice technology in driving future growth
• Challenges advisers face with existing technology
• Impact of AI solutions on your people and practice
• Strategic allocation of technology to drive profitability
• Cyber security resilience
• Key findings from Finura's technology health index

Dive in with Invesco's expert, Jacquelyn Mann, as we navigate the intricate nuances of ESG investing communication. Ever felt a disconnect when discussing ESG with clients? Jacqueline sheds light on the linguistic barriers and offers crystal-clear alternatives to better connect with your clients. Discover startling insights about high net worth investors' ESG preferences and gain actionable strategies to make your conversations truly resonate. This episode is designed for advisors eager to elevate their client interactions and champion responsible investment decisions. Don't miss out on this enlightening journey to optimize your ESG discussions!

On a recent episode of The IFA Show, Matt van Dijk, General Manager Distribution Queensland/Northern Territory at Praemium, joined host Maja Garaca Djurdjevic to delve into the world of high-net-worth (HNW) investors.

Recent Praemium research revealed a surprising statistic: a staggering 53% of HNW investors desire better tailored advice. As the number of HNW investors and their combined investable assets (currently exceeding $2.8 trillion) continue to climb, Matt sheds light on these unmet needs and how advisers can effectively address them.

With a hefty $1.9 trillion projected to be transferred from HNW investors to their children, and over half of these investors are currently managing inheritances themselves, there's a clear need that advisers can position themselves to meet.

Tune in now for more great insights.