The Kofkin Bond's Podcast

100. The Kofkin Bond Team

As we celebrate the 100th episode, we bring in our team and ask them about their role within the organisation.  We thank them for all they do and I hope you enjoy this different podcast

99. Equity ASA with Phil Muscatello

Change of scenes, Tony sit down with the host of Equity ASA & Shares for beginners, Phil Muscatello to go through what financial planners offer to experienced & young investors.

98. Two way

In this week's episode, Jamie and Tony touch on the sad passing of a long-term friend and client in Les. They discuss the importance of two way communication and how important this is for planning your future in the event of an unexpected life event.

97. Relationship Building

Tony discusses with Jamie how storytelling, relationship building and establishing trust is the essential pillar to financial planning. 

96. Behind the scenes

In this week's episode, Jamie is joined by senior associate Sean to discuss the magic behind the scenes. They delve into the work that goes into a client's strategy, the research involved, and what Sean loves most about a client's journey.

95. Venture Capital Funds

In this week's episode, Tony & Jamie discuss Venture Capital funds and how Kofkin Bond & Co manages the money of investors who seek private equity stakes in startups and small- to medium-sized enterprises with strong growth potential.

94. Spending Habits & Bad Money Stories

Matt and Jamie, go through their money stories as they came into adulthood and some suggestions around ho to be better with money. 

93. Behavioural Decisions

Jamie and Matt discuss behavioural decisions. Matt gives definition to some biases that some clients experience and how he incorporates them into his advice delivery. 

Market Update - February

Tony goes through the month that was some optimism around the US rally with Biden taking the White House. China has its lowest growth since 1976

92.The 12 Myths from Jim Collins

"Built to Last" is the first book by Jim Collins, he states with Jerry l. Porras 12 myths about visionary companies. Jamie and Tony discuss these myths and give their take on each one. 

Myth 1: It takes a great idea to start a great company.

Myth 2: Visionary companies require great and charismatic visionary leaders

Myth 3: The most successful companies exist first and foremost to maximize profits.

Myth 4: Visionary companies share a common subset of "correct" core values.

Myth 5: The only constant is change.

Myth 6: Blue-chip companies play it safe.

Myth 7: Visionary companies are great places to work, for everyone.

Myth 8: Highly successful companies make their best moves by brilliant and complex strategic planning.

Myth 9: Companies should hire outside CEOs to stimulate fundamental change.

Myth 10: The most successful companies focus primarily on beating the competition.

Myth 11: You can't have your cake and eat it too.

Myth 12: Companies become visionary primarily through "vision statements.