Sue Viskovic dives deep into the operational backbone of successful advice firms and shares how defined processes aren’t just about compliance—they’re key to scalable, high-quality service.

In our conversation, Sue discusses the findings from the Advice Operations Research Report, revealing how documented workflows and smarter processes directly boost EBIT. The report uncovers the secrets of high-performing teams, including how to overcome productivity challenges, improve service delivery times, and create a culture that staff value. It also dives into training, outsourcing, and the specific techniques successful practices use to elevate efficiency and client satisfaction.

Whether you’re focused on profitability, client experience, or team growth, these insights will transform how you approach your operations.

Advice Operations Research Report link:

🔗 https://vbp.ac-page.com/advice-operations-research-report-2024

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The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

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Kylie Denton has spent 34 years in the financial services industry, and her insights on leadership and emotional intelligence are transforming how advisers connect with clients. From working in underwriting and claims management to developing a structured, emotionally intelligent framework for financial advisers, Kylie highlights the critical role emotional intelligence plays in fostering meaningful client relationships.

As Kylie points out, today’s financial advisers must navigate the complexities of generational shifts and evolving client expectations. It’s not just about the technical side of financial advice—it's about understanding values, building trust, and using emotional intelligence to guide clients through their financial journeys.

In this episode, we dive deep into how advisers can use emotional intelligence and structured frameworks to create consistency and enhance client interactions, while also adapting to the ever-changing dynamics of the industry. If you’re looking to level up your advisory approach, this episode is a must-listen.

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The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

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Peter Stathis, aka The Life Insurance Guy, is on a mission to tackle the gap in financial advice around life insurance. His focus? Helping advisers and clients understand that financial protection isn’t just an afterthought—it’s the backbone of any solid financial plan.

As Peter puts it, “It’s not your client’s job to tell you what they don’t want. It’s your job to explain why they need it.” With life’s uncertainties, having the right protection in place can make all the difference—whether it’s safeguarding income, supporting a family, or planning for the unexpected.

Advisers, don’t overlook the value of life insurance. And clients, don’t underestimate its importance in securing your future.

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The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

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Join us for an eye-opening episode featuring Nathan Fradley, a multi-award-winning independent specialist adviser at Nathan Fradley Specialist Financial Advice, known for his mastery in guiding clients through emotionally and technically complex situations. From divorce and aged care to estate management, Nathan dives into the unique challenges and delicate nuances involved in handling finances under extreme emotional and legal strain.

His philosophy? Creating a safe, confident experience for clients facing life’s most intricate moments. Don’t miss his perspectives on the power of specialised advice and the evolving role of advisers.

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The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

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When Deline Jacovides, Founder & Financial Planner at Mazi Wealth, started her business, she knew that success required more than just hard work—it needed smart processes. In this episode, Deline takes us behind the scenes of how she left a steady corporate job to pursue her dream of entrepreneurship. She shares the key moments that tested her resolve, from navigating financial uncertainty to the challenges of building a loyal client base from scratch.

What makes Deline’s story unique is her relentless focus on aligning her business with her personal values—something she believes is crucial for long-term success. Listen in as she talks about the importance of mentorship, the hardest lessons she’s learned, and how she turned her initial setbacks into a thriving business that now supports her ideal lifestyle.

If you’re someone thinking of starting your own business or if you’ve ever wondered how to overcome the fear of the unknown, this episode is a must-listen.

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The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

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Ashleigh Campbell shares her story of transitioning from accounting to financial advice, driven by a passion to work with people, not just numbers. From discovering financial advice through podcasts to reaching out to industry professionals on LinkedIn, Ashleigh’s journey shows the power of curiosity and community.

If you’re considering a career switch or starting out in financial advice, her insights are invaluable!

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The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

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In this episode, we explore key strategies with David Haintz, partner at Merchant Australia, on mastering growth in the financial advice industry. From understanding the importance of M&A in today’s market to leveraging the Rule of 40 for business success, David shares his decades of experience.

Whether you're running a boutique firm or looking to scale, this episode is packed with actionable insights on navigating growth, managing mergers, and bringing in the right capital partners to take your business to the next level.

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The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

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In our latest episode, we chat with Laura Kelly, a financial adviser who’s navigated her career from big banks to boutique firms. Laura shares her key takeaways on how culture, values, and the ability to wear many hats can shape your career. We discuss why she believes small businesses offer unparalleled learning opportunities and how trusting your instincts is crucial when making career decisions.

If you’re in the financial industry or considering a switch, this episode is packed with insights that could help guide your journey.

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The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

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In this episode, we chat with James Wrigley, a financial adviser who’s taken an unconventional path to success by turning financial advice into viral TikTok content. James takes us through his fascinating journey from traditional advisory roles to becoming a digital content creator with a massive following. Learn how his background in finance laid the foundation for his unique approach to social media, the challenges he faced along the way, and why he believes creating accessible, engaging content is key to connecting with a broader audience.

James’ insights on balancing compliance with creativity, the importance of consistency in content creation, and the unexpected rewards of building an online community are invaluable for anyone looking to expand their influence in the financial industry.

Join the My Risk Adviser Facebook community for Australian advisers.

The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

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In this episode, we chat with Scott Reid, the managing director and insurance adviser at Abbotts Personal Insurance. Scott takes us on his fascinating journey from being a bank adviser to launching his own insurance business. Learn how Scott’s background in corporate banking shaped his approach to financial planning, the challenges he faced, and why he believes specialisation in insurance advice can provide better client outcomes.

Scott’s insights on the importance of compliance, building a referral network, and navigating the emotional rollercoaster of starting a business are invaluable for anyone in the financial advice industry.

Join the My Risk Adviser Facebook community for Australian advisers.

The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

Hosted on Acast. See acast.com/privacy for more information.