『The PFP Podcast』のカバーアート

The PFP Podcast

The PFP Podcast

著者： Personal Finance Society
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10月19日まで。※適用条件あり
Podcast by Personal Finance SocietyAll rights reserved 経済学
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  • "Fostering an environment for good listening"- PFS POWER Podcast Ep.6

    "Fostering an environment for good listening"- PFS POWER Podcast Ep.6
    2026/09/10
    In this episode, we're looking beyond technical expertise to explore the human skills that define great financial advisers with Jay Dhaliwal and Michael Hawthorn. From listening with intent to showing genuine empathy, to communicating with clarity and building trust. Over time, we'll discuss how these qualities shape stronger client relationships and better outcomes. Whether you're new to advice or an experienced professional, there's something here to reflect on and hopefully take into your own conversations. For more PFS POWER content visit: https://pfspower.org/
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    32 分
  • "The greatest tool a financial planner has is listening" - PFS POWER Podcast Ep.5

    "The greatest tool a financial planner has is listening" - PFS POWER Podcast Ep.5
    2026/08/27
    On this week's PFS POWER podcast, we ask Rosa Nash and Kate Gannon if technology can enhance the human side of financial planning. They discuss the tools that they use to allow them to focus on better serving their clients, and the current pitfalls of relying on AI to give advice. Find more podcasts, webinars and articles on the PFS POWER website: https://pfspower.org/
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    27 分
  • "The more you know, the more you realise you don’t know" - PFS POWER Podcast Ep.4

    "The more you know, the more you realise you don’t know" - PFS POWER Podcast Ep.4
    2026/08/20
    In this episode of the PFS POWER Podcast series, Chris Shadforth speaks with panel members Adam Field and Rosa Nash about growing as an adviser. They talk about their entry into financial planning, share some tips on becoming a better adviser, and the correct order of cream and jam on a scone. You can find out more about PFS POWER, including webinars and articles here: https://pfspower.org/
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    39 分
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