Episode 31 – LIVE from the FPA Congress – Day 3 with David & Kathryn from Capital Partners on investing in your firm, Cara Williams on investing in yourself and Judith Beck from Financial Executive Women on getting from A to B in your career


Join us as we take the Robo’s are Coming! LIVE from the FPA Congress in Sydney, Australia with over 1400 of the Financial Advice communities best and brightest minds.  Over the course of 3 days we’ll be bringing you interviews with Financial Advisers, Industry Partners and Speakers – as they assemble at the FPA Congress to continue to good fight against the battle of ‘irrelevance’.

Please enjoy the conversations from the second part of Day 3…


First up we were joined by David Andrew and Kathryn Creasy from Capital Partners Private Wealth, as we talk about investing in your team, and how an award winning successful Financial Planning practice is going about reinventing themselves to stay relevant in a fast changing industry.

Next I was joined by Cara Williams from ANZ Financial Planning – who talks to us about why she is investing in herself, by amongst other things, funding her own way to the FPA Congress. The world on integrated financial planning / wealth models is under scrutiny now more than ever, which is why it is important to hear the voices of professional Financial Planners like Cara, as they share why they are passionate about the world of Financial Advice.

Finally, we are joined by the inspirational Judith Beck from Financial Executive Women, who shares her passion for helping all of us in Financial Services, but especially Women, get from A to B in our Careers!

We hope you enjoy our brief, but valuable discussions… and check out the notes below to find out more about our show guests.

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