UncommonCents
By Dean Holmes & Craig Kouismanis
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Image by Dean Holmes & Craig Kouismanis
Category: Entrepreneurship
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Subscribers: 1
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Episodes: 120
Description
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.
| Episode | Date |
|---|---|
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UncommonCents Episode 120: How Advice Practices Should be Optimising Xplan for 2027 and beyond
|
Oct 23, 2026 |
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UncommonCents Episode 119: Adviser 2.0 Skills Uni Won’t Teach You
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Oct 15, 2026 |
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UncommonCents Episode 118: Acquisitions, Succession & Buyouts: The Current Funding Landscape for Advice Firms
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Oct 01, 2026 |
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UncommonCents Episode 117: How to use the Russell Value of an Adviser Research in your Practice
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Sep 30, 2026 |
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UncommonCents Episode 116: Netwealth Innovation Summit Debrief
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Sep 29, 2026 |
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UncommonCents Episode 115: Cybersecurity - A Business Opportunity, Not Just Risk Management
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Sep 03, 2026 |
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UncommonCents Episode 114: Value for Money in a Consumer-Duty World
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Aug 20, 2026 |
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UncommonCents Episode 113: Insurance Bonds or Investment Bond: What do we call them?
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Aug 06, 2026 |
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UncommonCents Episode 112: Talking Fees with Confidence and Silence
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Jul 23, 2026 |
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UncommonCents Episode 111: Hybrid Advice Offerings for Investments
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Jul 09, 2026 |
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UncommonCents Episode 110: Debrief Yourself - The 10 Minute Habit After Every Meeting
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Jun 25, 2026 |
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UncommonCents Episode 109: Meeting Intelligence - Coach your Advisers using Recordings & Transcripts
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May 28, 2026 |
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UncommonCents Episode 108: Digital Advice Journeys Blending Self-Serve Hybrid & Full Service
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May 14, 2026 |
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UncommonCents Episode 107: Padua- Shaping the Future of Advice Platforms
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Apr 16, 2026 |
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UncommonCents Episode 106: The Hidden Cost of Small Exceptions
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Apr 02, 2026 |
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UncommonCent Episode 105: Stop Being Data Rich and Insight Poor - Turn Your CRM into Growth Fuel
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Mar 20, 2026 |
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UncommonCents Episode 104: Pricing the First 12 Months: Designing a Journey Clients Understand
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Mar 05, 2026 |
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UncommonCents Episode 103: Remote vs Hybrid vs Office: Finding the Right Rhythm
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Feb 22, 2026 |
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UncommonCents Episodes 102: Data in Financial Planning Firms
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Feb 05, 2026 |
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UncommonCent Episode 101: New Year's Resolution - 2026 Predictions & Action Plans
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Jan 22, 2026 |
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UncommonCents Episode 100: Reflection of 100 Episodes
|
Dec 11, 2025 |
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UncommomCents Episode 99: Doing Business in December
|
Nov 27, 2025 |
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UncommonCents Episode 98: The Rise of the Practice Manager/Head of Advice Delivery
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Nov 20, 2025 |
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UncommonCents Episode 97: Leadership and High Performing Teams
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Nov 13, 2025 |
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UncommonCents Episode 96: Succession Lessons
|
Nov 06, 2025 |
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UncommonCents Episode 95: TWN Quarterly Planning Day- Action & Insights
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Nov 06, 2025 |
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UncommonCents Episode 94: Advice Tech 2025 - Data, Trust & Transformation in Financial Services
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Oct 16, 2025 |
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UncommonCents Episode 93 : The Rise of Managed Accounts in Advisory Practices
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Oct 03, 2025 |
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UncommonCents Episode 92: How CEO Run a Successful Financial Adviser Business- Balancing People, Process, Client and Profitability
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Oct 01, 2025 |
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UncommonCents Episode 91: Navigating Retirement, Technology, and AI in Financial Advice
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Sep 18, 2025 |
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UncommonCents Episode 90: Practice Your Pitch
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Sep 17, 2025 |
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UncommonCents Episode 89: Annual Planning - Debrief, Lesson, Actions
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Sep 04, 2025 |
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UncommonCents Episode 88: Building Brand Loyalty in Financial Planning Business
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Sep 04, 2025 |
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UncommonCents Episode 87: Recruitment Secrets (Lesson from a trenches)
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Aug 21, 2025 |
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UncommonCents Episode 86: Making Advice Matter - Changing Perceptions in Financial Services
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Aug 20, 2025 |
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UncommonCents Episode 85: Leadership and Growth in Financial Advice Business
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Aug 07, 2025 |
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UncommonCents Episode 84: Creating Lifetime Customers in Financial Planning Business
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Aug 07, 2025 |
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UncommonCents Episode 83: Work 1000 Hours a Year (or Less) for $500 and Hour (or more)
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Jul 24, 2025 |
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UncommonCents Episode 82: Cyber Insurance for Financial Advisers
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Jul 17, 2025 |
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UncommonCents Episode 81: Creating Memorable Client Experience in Financial Planning Business
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Jul 15, 2025 |
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UncommonCents Episode 80: Estate Planning for High-Net-Worth Clients
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Jul 03, 2025 |
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UncommonCents Episode 79-The Evolution of Client Expectations in Financial Planning
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Jun 26, 2025 |
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UncommonCents Episode 78: Marketing Strategies for Financial Advisers in FY-2026
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Jun 20, 2025 |
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UncommonCents Episode: 76 - Introduction to Financial Literacy
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Jun 12, 2025 |
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UncommonCents Episode: 77 - Fair Work Case and Remote Workers
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Jun 04, 2025 |
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UncommonCents Episode: 75 - Structuring & Managing your Ownership in Financial Planning Firms
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Jun 04, 2025 |
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UncommonCents Episode 74: Hyper-Personalisation in Financial Services
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May 28, 2025 |
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UncommonCents Episode 73: Cyber Security - The Absolute Wealth Advisers Case Study
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May 22, 2025 |
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UncommonCents Episode 72: Leadership in Financial Planning
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May 15, 2025 |
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UncommonCents Episode 71 - Succession Planning
|
May 01, 2025 |
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UncommonCents Episode 70: Revolutionise Your Productivity with Microsoft 365
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Apr 08, 2025 |
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UncommonCents Episode 69: Practicing your Client Pitch
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Mar 21, 2025 |
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UncommonCents Episode 68: Personal Habits and Business Success
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Mar 13, 2025 |
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UC #67 - Mergers, Acquisitions, and Strategy: Lessons from Mitch Ramsbotham
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Dec 03, 2024 |
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UC #66 - Building a Safe Digital Practice: Cybersecurity and Client Portals Explained
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Nov 15, 2024 |
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UC #65 - Quarterly Planning for Success: Strategies for Growth and Focus
|
Nov 06, 2024 |
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UC #64 - From Vineyard to Vision: The Montalto Story with Heidi Williams
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Oct 22, 2024 |
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UC #63 - The True Cost of Financial Advice: Are You Charging Enough?
|
Oct 04, 2024 |
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UC #62 - Live from Future Proof: Trends in Financial Advice
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Sep 25, 2024 |
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UC #61 - The Fine Line Between Inventing and Innovating
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Sep 05, 2024 |
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UC#60 - Unlock the Secrets of Effective Pricing
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Aug 22, 2024 |
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UC #59 - Adapting to Industry Trends: Insights from Annual Planning Day
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Aug 08, 2024 |
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UC #58 - Identifying and Combating Change Fatigue in Your Business
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Jul 25, 2024 |
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UC #57 - Creating a Welcoming Client Experience Inspired by Nespresso
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Jul 24, 2024 |
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UC #56 - Prioritisation and Time Management
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Jun 13, 2024 |
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UC #55 - Client Connections: Reviving Seminars and Modern Communication in Finance
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May 30, 2024 |
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UC #54 - Starting a New Financial Planning Business
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May 17, 2024 |
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UC #53 - Working with Virtual Staff in the Philippines
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May 02, 2024 |
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UC #52 - Building Relationships with the Right People in the Business
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Apr 18, 2024 |
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UC #51 - Transforming Vision into Victory: Mastering Goals with Jason Dunn
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Apr 04, 2024 |
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UC#50 Holistic Path to Success: Empowering Business and Well-being
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Mar 21, 2024 |
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UC #49 - Lessons from Absolute Wealth Advisers Conference in Cebu and Change of Ownership in AFSL.
|
Mar 07, 2024 |
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UC #48 - Four F's in Financial Planning Business
|
Feb 08, 2024 |
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UC #47 - Business Resolutions | Goals 2024
|
Jan 25, 2024 |
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UC #46 - Recap & Preview: A Look Back at 2023 and Ahead to 2024
|
Dec 14, 2023 |
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UC#45 - Communication with Business Owners & Leaders
|
Nov 30, 2023 |
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UC#44 - Breaking Bad Habits
|
Nov 17, 2023 |
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UC#43 - The Debrief
|
Nov 06, 2023 |
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UC#42 - Insights from Paragem Conference
|
Oct 31, 2023 |
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UC #41 - Business Protection and Succession Planning, Advisory, Debt & Death
|
Oct 10, 2023 |
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UC #40 - Advice Practice in UK vs. Australia
|
Sep 21, 2023 |
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UC #39 - Clients and Marketing
|
Sep 08, 2023 |
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UC #38 - Business Succession, Valuations, and Equity Plans
|
Aug 24, 2023 |
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UC #37 - Business Succession Planning
|
Aug 10, 2023 |
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UC #36 - Power of Consistency, Delegation & Focus
|
Jul 13, 2023 |
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UC #35 - 6-month In-Review and Reflection
|
Jun 29, 2023 |
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UC #34 - LinkedIn Marketing and Sales Process
|
Jun 15, 2023 |
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UC #33 - Use of Technology in Financial Planning Business
|
Jun 01, 2023 |
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UC #32 - Company Values
|
May 18, 2023 |
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UC #31 - Client Portal
|
May 04, 2023 |
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UC #30 - Licensee Landscape
|
Apr 20, 2023 |
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UC #29 - Accountability
|
Apr 06, 2023 |
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UC #28 - Client Buying Journey
|
Mar 28, 2023 |
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UC #27 - Random Rants
|
Mar 23, 2023 |
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UC #26 - Business Cadence
|
Feb 23, 2023 |
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UC #25 - Business Quarterly Review and Planning
|
Feb 09, 2023 |
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UC #24 - Reflection of Key Things in 2022
|
Dec 15, 2022 |
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UC #23 - Hiring Employees in the Business
|
Dec 01, 2022 |
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UC #21 - Creating a team of professional staff in your financial advice business
|
Nov 03, 2022 |
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UC #20 - Cyber Security and Privacy
|
Oct 20, 2022 |
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UC #19 - Common Practice of Large and Small Business
|
Oct 06, 2022 |
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UC #18 - Statement of Advice should be free!
|
Sep 21, 2022 |
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UC #17 - Telling your story on video
|
Sep 08, 2022 |
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UC #16 - Learning from other Professionals
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Aug 25, 2022 |
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UC #15 - Tips and Traps of working with a remote team
|
Aug 11, 2022 |
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UC #14 - Client Handovers
|
Jul 28, 2022 |
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UC #13 - 2022 Reflection and 2023 Planning
|
Jul 14, 2022 |
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UC #12 - Adviser speak to client speak
|
Jun 30, 2022 |
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UC #11 - Self Licensing or get an AFSL company
|
Jun 16, 2022 |
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UC #10 - How to deal with difficult conversations.
|
Jun 02, 2022 |
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UC #9 - May Madness: Working through Ideas with the Speed of Execution
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May 19, 2022 |
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UC #8 - Emyth: Wearing Different Hats as a Business Owner
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May 05, 2022 |
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UC #7 - Advice April Pt 2
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Apr 21, 2022 |
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UC #6 - Advice April Pt 1
|
Apr 07, 2022 |
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UC #5 - Succession Planning
|
Mar 24, 2022 |
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UC #4 - Building Teams
|
Mar 10, 2022 |
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UC #3 - Outsourcing vs Team
|
Feb 24, 2022 |
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UC #2 - Advice to Coaching
|
Feb 10, 2022 |
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UC #1 - Licensee vs Service Company
|
Jan 27, 2022 |
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Trailer
|
Jan 25, 2022 |