
Craig Kouimanis - Head of Paragem Dean Holmes - TWN Partners The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities. This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.
| Publishes | Twice monthly | Episodes | 121 | Founded | a year ago |
|---|---|---|---|---|---|
| Categories | EntrepreneurshipBusiness | ||||

If you could make a client’s $100,000 tax bill disappear, what would that be worth?
Dean Holmes and Craig Kouimanis unpack value creation versus value capture for financial advice business owners and advisers.
Learn why “everyone” isn’t a target ma... more
Why don’t more advisers love Xplan, often the most expensive tool in the office? And what can your practice fix before Christmas to get more out of it?
Host Dean Holmes is joined by Xplan specialist Courtney Youngblutt from Iress for a practical cha... more
You’ve got the degree and passed the exam. So why is financial planning still an apprenticeship?
In this solo episode, Dean Holmes answers quick-fire questions for PY candidates and admin staff moving into advice.
He covers whether to start in adm... more
Thinking about buying a book, funding an acquisition, planning for succession, or bringing in new shareholders?
Dean Holmes sits down with lending specialist Connor Brennan to explore how lenders assess advice businesses, structure deals, and fund g... more
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Great common cents content, nuggets of gold all around. A must listen for any financial services professional or business owner looking to expand their knowledge.










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