Artwork

内容由Nigel Baker提供。所有播客内容(包括剧集、图形和播客描述)均由 Nigel Baker 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Player FM -播客应用
使用Player FM应用程序离线!

Michael Rees-Evans' Insights & Experiences as a Financial Adviser | Episode 07

29:18
 
分享
 

Manage episode 323313170 series 3279785
内容由Nigel Baker提供。所有播客内容(包括剧集、图形和播客描述)均由 Nigel Baker 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being.

In this episode, we speak with Michael Rees-Evans who has over 20 years of experience in the financial industry.

This interview will give you great insights, especially his thoughts on the ups and downs of the financial world.

He also shares how you can build trusting relationships and provide a great experience with your clients using technology and excellent service.

Michael has been in the industry long enough to know what he's talking about so if you want to learn more from him, tune in to Episode 7 of The Future Financial Adviser Podcast!

If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you!

If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favorite listening platform.
About Our Host

Nigel Baker is the founder of Scientiam, an online investing platform designed to help advisers engage with more clients to reach their goals. Nigel has over three decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.

Connect with Nigel:

Thanks for listening, we would love your feedback and please hit like and subscribe
Want more content on super, visit scientiam.com.au
You can also attend our weekly zoom classes on all things super - simply register on our website

  continue reading

62集单集

Artwork
icon分享
 
Manage episode 323313170 series 3279785
内容由Nigel Baker提供。所有播客内容(包括剧集、图形和播客描述)均由 Nigel Baker 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being.

In this episode, we speak with Michael Rees-Evans who has over 20 years of experience in the financial industry.

This interview will give you great insights, especially his thoughts on the ups and downs of the financial world.

He also shares how you can build trusting relationships and provide a great experience with your clients using technology and excellent service.

Michael has been in the industry long enough to know what he's talking about so if you want to learn more from him, tune in to Episode 7 of The Future Financial Adviser Podcast!

If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you!

If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favorite listening platform.
About Our Host

Nigel Baker is the founder of Scientiam, an online investing platform designed to help advisers engage with more clients to reach their goals. Nigel has over three decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.

Connect with Nigel:

Thanks for listening, we would love your feedback and please hit like and subscribe
Want more content on super, visit scientiam.com.au
You can also attend our weekly zoom classes on all things super - simply register on our website

  continue reading

62集单集

所有剧集

×
 
Loading …

欢迎使用Player FM

Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。

 

快速参考指南