Hosted by Dean Holmes & Craig Kouimanis
Episodes
114
Latest episode
Aug 2026
Language
EN-AU
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.
What does a cybercriminal see when they look at your business? Fraser Jack returns to UncommonCents to reveal the biggest cyber risks facing advice firms today, how AI is changing the game, and the practical steps businesses can take to stay ahead. 🎧 A must-listen for advisers, business owners, and leaders navigating the AI era.
Dean Holmes and Craig Kouimanis explore why confidence, better decisions, and peace of mind may be the most valuable things advisers deliver. Plus, the one question every adviser should ask their clients: "What was the most valuable thing from today's meeting?"
Old is new again . 👴➡️💰 Jarrad Gray from Key Invest joins us to trace these products from 1800s "friendly societies" to today's tax-savvy investment tool — and bust the myths advisers still believe: ❌ "They're expensive" → fees as low as 0.3% ❌ "Your money's locked for 10 years" → fully liquid, always ❌ "Limited investment options" → menus now 40+ deep Plus: the 125% contribution trick, tax-free switching, and how new super & trust tax rules are bringing bonds roaring back for estate planning. Time to stop skipping page 42 of the DFP3 textbook. 📖🔥
Ever priced yourself out of a room by talking too much? This one's for you. Craig & Dean break down the art of the awkward silence, why "it's for the SOA" is the worst sentence in financial advice, and how to raise your fees without apologising for them. Real client stories. Real fee mistakes. Real talk on getting paid what you're worth. Your next client meeting is your grand final — don't wing it.
Dean Holmes and Craig Kouimanis with Ravi Verma from OpenInvest about the growing advice gap and how hybrid advice models can help more Australians access investment solutions. They explore scalable investing, model portfolios, AI-enabled guidance, and how advice firms can serve more clients without the cost of comprehensive personal advice.
Ever had to jump into a meeting with barely any prep time? Craig and Dean unpack how to handle last-minute client calls without the stress. It’s not about being perfect—it’s about being clear, focused, and present. A quick scan of notes, one clear goal, a few prompts, and you’re away. Simple, practical, and immediately usable.
Gone are the days of relying on patchy notes and delayed feedback. Craig & Dean explore how recording meetings + AI insights can: Elevate coaching Improve consistency across teams Enhance the client experience …and why this matters more in a remote world.
Are your younger clients cancelling you like a Netflix subscription? Episode 108 of UncommonCents tackles the future of financial advice — self-serve, hybrid, and full service — and why trying to be everything to everyone in the one business is a recipe for disaster. Dean breaks down the Qantas vs Jetstar model and why building a hybrid offering for the next generation could be your biggest growth opportunity.
Dean Holmes is joined by Matthew Esler from Padua to explore a new vision for financial advice—one built around planning, engagement, and compliance rather than products. From AI‑powered discovery and open banking to low‑cost client portals and ASIC‑ready advice generation, this episode offers a glimpse into the future of advice.
Craig Kouimanis and Dean Holmes explore how small “just this once” exceptions quietly make businesses harder to run, less profitable, and far less enjoyable. They break down how exceptions damage pricing discipline , service standards , and processes , and share simple tests and team-based strategies to spot exceptions early and stop them becoming the norm.
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