132: Started by doing workshops and later founded a wealth management business, from no clients to one of the most successful financial advisory practices. Grow team to 13 FTEs, with revenue growth exceeding 20% for over 20 years. (Rocco Carriero) book publishing finance fte 11-20 podcast sales $3m-$5m aud usa Aug 18, 2021

In this episode, I interview Rocco Carriero, a private wealth advisor and founder of Rocco A. Carriero Wealth Partners, a private wealth advisory practice based in Southampton, New York. This wealth management is dedicated to helping clients achieve their financial goals through...

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124: With a background in finance, co-founded a technology company based on the financial storytelling techniques currently used by 40,000 people in 96 countries around the world. Started with only 3 FTE to more than 40 FTE. (Alan Miltz) australia finance fte 31-40 podcast sales $5m-$10m aud Jul 21, 2021

In this episode, I interview Alan Miltz, the Co-founder and Director of Cash Flow Story, a technology company based in Melbourne, Australia. CFS helps business owners, managers, and financial coaches understand what the numbers mean in the simplest way possible to improve their profit, cash flow,...

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110: In 2008, joined the team of a mortgage broking firm, became the General Manager in 2011 & bought the franchise which has been established for 15 years. Has settled $274M in loans in 2012, boosted up to $408M after a year. (Matt Cunliffe) australia finance fte 11-20 podcast sales $30m-$40m aud Jun 02, 2021

In this episode, I interview Matt Cunliffe, the Managing Director of Mortgage Choice in Brisbane, a mortgage broking firm involving award-winning Mortgage Brokers that can help with home loans, car or personal loans, business lending, and financial advice. Matt Cunliffe and the team...

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103: In her late 20s, started an online investment platform, providing equal opportunity to everyone who wants to grow their wealth. From no customer to over 350,000 investors & from a small team to the current 150 members in 5 yrs. (Brooke Roberts) bcorp finance fte 100+ new zealand podcast sales $1m-$3m aud May 09, 2021

In this episode, I interview Brooke Roberts, the Co-Founder, Co-CEO, and Director of Sharesies based in Wellington, New Zealand. Sharesies is an online investment platform believing that everyone deserves the opportunity to grow their wealth. It also gives access to invest in...

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099: Youngest Telstra Business award winner, a 22yo real estate agent. Sold the agency, lost most of the gain thanks to a friend, started another agency, sold it – now a successful mortgage broker, grew 2 FTE to 16 in 6 years. (Kirsty Dunphey) australia finance fte 11-20 podcast real estate sales $1m-$3m aud Apr 25, 2021

In this episode, I interview Kirsty Dunphey, the Co-Founder and Director of Up Loans, an award-winning mortgage broking business based in Tasmania, Australia. Up Loans assists people by helping them secure their finances for home loans, refinance, and property investment. Kirsty won a lot...

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098: A CA started a cafe retail & coffee roasting, sold it – now a CEO of an accounting & finance firm that helps business owners drive growth through outsourcing, working with 1000 clients of different industries & has 20 FTE. (Lachlan Grant) australia finance podcast subject matter expert Apr 21, 2021

In this episode, I interview Lachlan Grant, the CEO of Sidney-based Vital Addition, an accounting, and finance firm which specializes in working with small to medium-size businesses. They helped their clients reach their business and financial goals through modern and innovative...

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093: Aged 36 in 2014, career changed. Violeta Finance helping people achieve their property and financial dreams. Increasing revenue by 50% each year. From no team members, now has 3.5 FTE (Jo Violeta) australia finance fte 1-5 podcast sales $1m-$3m aud Apr 05, 2021

In this episode, I interview Jo Violeta, the marketing manager and Co-owner of Violeta Finance. Violeta Finance is a family-owned business that helps people secure financing for home loans, mortgages, refinance, and property investment. It is based in Melbourne, Victoria, Australia. Jo...

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081: Started Valocity which was rapidly adopted by big banks in New Zealand, Australia, India and Singapore within 6 years to become an industry leader, and grew it organically from a small team to the current almost 100 FTE (Carmen Vicelich) finance fte 51-100 new zealand podcast sales $10m-$20m aud Feb 21, 2021

In this episode, I interview Carmen Vicelich, the award-winning founder and Global CEO of Valocity Global, a company that harnesses technology and data to transform and create new and connected digital ecosystems, streamlining the mortgage lending and valuation processes around the world...

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