This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
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This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
From Swamped at Sachs to a startup in Sydney. The birth of Brieff with Kate Shanahan
THE FINNOVATOR
53 minutes 48 seconds
6 months ago
From Swamped at Sachs to a startup in Sydney. The birth of Brieff with Kate Shanahan
Kate Shanahan's story is one that spans the globe, and I'd really love you to come along and hear it.
Kate is the founder of Brieff.io, a technology platform designed to help advisory firms deliver a better quality business advisory service to their clients.
Over the past year and a half, they've been able to roll out the solution to 50 clients, and she's at the cutting edge of the race to implement effective client portals in a business.
However, more so than just the solution itself, which is excellent, Kate's story is a classic tale of making a decision to follow the entrepreneurial path rather than the corporate one and overcoming the challenges that any new business start-up must in order to go from zero to one.
For those of you who enjoy understanding stories from deep within the belly of the tech start-up experience, this is also going to be a very interesting exploration of what it takes to get traction with your offer, get on a growth path and solve the myriad of issues that arise when you're trying to launch something brand new into an established market.
Experience the story and get your questions answered along the way.
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THE FINNOVATOR
This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
