{"podcast":{"title":"Basis Points","slug":"basis-points-7236245","podcast_index_feed_id":7236245,"rss_url":"https://feeds.acast.com/public/shows/67bbf55519249d0c1a4bb224","website_url":"https://shows.acast.com/basis-points","image_url":"https://assets.pippa.io/shows/67bbf55519249d0c1a4bb224/1773125914423-3bb69816-d830-4ee3-bfb4-98891fc28829.jpeg","author":"Equity Mates Media","episode_count":57,"summary":"Small improvements, compounded. That is the power of basis points. From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-15T08:18:10.126199+00:00","page_url":"https://stenobird.com/podcast/basis-points-7236245"},"episode":{"title":"How this adviser built a $600m business in less than a decade","slug":"how-this-adviser-built-a-600m-business-in-less-than-a-decade","published_at":"2026-04-07T19:01:00+00:00","page_url":"https://stenobird.com/podcast/basis-points-7236245/how-this-adviser-built-a-600m-business-in-less-than-a-decade","show_page_url":"https://stenobird.com/podcast/basis-points-7236245","url":"https://shows.acast.com/basis-points/episodes/candice-bourke","audio_url":"https://sphinx.acast.com/p/open/s/67bbf55519249d0c1a4bb224/e/69cd96297d4a54c657f9260e/media.mp3","summary":"$3.5 to $5 trillion is set to change hands in Australia by 2034. For advisers, this is a once-in-a-generation client acquisition opportunity. In this episode, Ally Selby sits down with Candice Bourke, Senior Investment Adviser at Shaw & Partners, who has built a $600 million advice business alongside Felicity Thomas. Candice how advisers can position themselves to capture intergenerational wealth- particularly as more women take an active role in their financial future. She also unpacks how she’s guiding clients through today’s market volatility, including her “traffic light” framework for decision-making, and why communication, not portfolio changes, is often the most valuable lever in uncertain times In this episode: 00:00:00 The $5 Trillion Wealth Shift 00:02:57 Scaling A $600 Million Book 00:05:25 Closing The Gender Wealth Gap 00:07:58 Capturing The Next Generation 00:12:01 AI Versus Human Advice Edge 00:15:40 Investing Through Market Chaos 00:20:12 What Clients Need Most Now This episode was recorded 23rd March 2026 ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Practice Management (0.50 hour) Legislated CPD Area: Client Care & Practice (0.50 hour) ——— Want more Basis Points? Sign up to the  Basis Points email Join the conversation  on LinkedIn Watch all episodes in full and relive some of our favourite clips  on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting o…","meta_description":"$3.5 to $5 trillion is set to change hands in Australia by 2034. For advisers, this is a once-in-a-generation client acquisition opportunity. In this epis…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1524,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/basis-points-7236245/episodes/how-this-adviser-built-a-600m-business-in-less-than-a-decade/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/basis-points-7236245/how-this-adviser-built-a-600m-business-in-less-than-a-decade.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}