Episode 11: Insights from the Elston Elevate Conference

04/12/2025 31 min
Episode 11: Insights from the Elston Elevate Conference

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Episode Synopsis

What does it take to elevate advice and investment conversations beyond the day-to-day?In this episode of FM Radio, we recap some of the highlights from the Elston Elevate Conference with Mark Smith, Head of Adviser Services at Elston. From global investment insights and the realities of AI to tackling concentration risk and embracing a growth mindset, we unpack the big ideas shaping portfolios and advice businesses today. We also explore why execution beats strategy, the importance of reinvesting for long-term success, and how culture and career pathways can future-proof your team. Want to know what’s next for advice and investment? Tune in to find out!The information provided in this podcast is general in nature, you must consider your own circumstances prior to making any investment. For more information, go to our website or speak to your financial adviser. This podcast has been prepared by Elston Asset Management Pty Ltd, a Corporate Authorised Representative (CAR 427434) of EP Financial Services Pty Ltd (AFSL No. 325252).