In this episode, David is joined by iExtend’s Head of Distribution Protip Dasgupta, and the Head of Alliances, Mark Stubbings who then announce that iExtend has finally been granted a license to offer financial services products and to provide general advice in Australia.

iExtend also briefly discussed who they are, and what are the benefits their products could offer to the advisers and their clients (e.g. allowing customers to co-own their policies with the company, reducing their premiums and providing an alternative to cancellation)

To know more about iExtend’s offering, advisors are encouraged to reach out to their distribution managers for support and assistance. 

https://iextend.com.au/about-us-2/

In this episode, David Harris discussed about:

* Education pathway initiative for financial advisors

* Increased oversight by superannuation trustees, and concerns about Financial Disclosure Statements.

* Recent merger of the SSHH Unit Trust and Fintegrity Wealth

* Fintegrity Wealth’s advisors were set to attend the Advice Evolution Conference.

* CPD Program success in enhancing advisor knowledge and aligning advice with the client objectives

* Businesses underlying risks in emails and online correspondence

* New team members Gmirah (GM) the new executive assistant and Jeff Haydn as the new Head of Advice

* iExtend

Quick recap
The Professional Year program within Advice Evolution was discussed, with Noemi and Mimi providing insights into the application process, qualifications, and requirements for new financial advisors. The structure of the Professional Year (PY) program, including training and independent activities, was clarified, as well as the process for accelerating the PY and the benefits of the program. The importance of open communication, effective relationships with peers, and maintaining contact with senior advisors were emphasized as key elements for success in the program.

For more information,  please contact:
Mirasol Bontilao
+61390688592
[email protected]

Noemi Isip
+61272278392
[email protected]

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Quick recap

Introducing John Saunders, an aged care specialist, from Scotland Island. He discussed his own professional journey. He emphasized the importance of financial planning in aged care, particularly for small to medium-sized businesses, and offered expertise in aged care to advisers.

John also detailed his fee regime, business, and the recipients of his campaigns, as well as his experiences and perspectives on the Aged care and real estate industries. He concluded by discussing the importance of providing specialised financial planning services and shared a case study about a client. He also shared his hobbies, leisure activities, and professional aspirations, expressing his openness to advisers reaching out to him for his expertise.

JOHN SAUNDERS

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Quick recap

Andrew Formica, the Executive Chairman of Magellan, shared his career journey and belief in active management. He discussed the challenges faced by Magellan and his strategy to boost morale and re-establish communication with clients. He also emphasized the importance of fees as a value add in the investment industry and mentioned the company's strong investment commitment.

Magellan's website: https://www.magellangroup.com.au/

Magellan's contact: https://www.magellangroup.com.au/contact-us/

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Quick recap

David Harris introduced a new initiative called the 'End to End process', which aims to revolutionize the way administrative services are conducted within the practice. Ginelee, who is in charge of this initiative, confirmed its smooth operation and shared her personal details. They discussed Ginelee's experience working in the industry, and the possibility of her becoming an adviser. The cost of the services is also mentioned. Toward the end, they discussed the process of preparing client reviews and providing ready-to-read materials to assist clients.

For End-to-end Process Inquiries please reach out to Gi >>>

Email: [email protected]

We look forward to hearing from you.

To keep you updated, please visit our AE Intranet >>> ⁠⁠https://sites.google.com/view/adviceevolutionintranet/ae-updates-and-podcasts?authuser=0⁠⁠

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Episode content:

If you have any questions, please feel free to reach out:

• [email protected]

• [email protected]

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Let us get to know the first PY graduate of Advice Evolution, Corey Kovac as he shares his personal life and his experiences with Forbes Financial in Adelaide. Corey discusses his journey as a financial adviser, his approach to client meetings, and his charging methods.

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Happy streaming 🎧

Quick recap

David covered a range of topics including congratulating Corey on being the first PY graduate from Forbes Financial in South Australia and announcing plans for a podcast to discuss his experience and learnings. He also discussed service improvements and future plans, emphasizing the importance of well-articulated objectives in the financial plan and cybersecurity in businesses. Changes to the CEO sign-up process, improvements to file management, and invoicing issues were also discussed.

CEO Update Summary >>> ⁠https://docs.google.com/document/d/1S72ml-HX7z12UK6B4s_habXUsKk8_MINrT-tw60ayFw/edit?usp=sharing⁠

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