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.

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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 dive into the innovative world of online wills with Aaron Zelman, co-founder of Willed and award winner of the IFA Risk Adviser of the Year. Aaron shares his journey from a passionate life insurance adviser to a tech entrepreneur, driven by the need to simplify end-of-life services. Discover how Willed is revolutionising estate planning by offering a streamlined, affordable, and accessible online platform for creating wills, handling funerals, and more.

Learn about the critical importance of having a will, the ease of the digital process, and how advisers can integrate these services to better serve their clients. Advisers can team up with Willed and get in touch using this link: willed.com.au/advisers. Don't miss out on this insightful conversation that combines tech, finance, and peace of mind for the future. 

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.

In this episode, Bruno Muraca, CEO of AFRM Claims Advocacy, discusses the complexities of managing insurance claims and the dual purpose of AFRM. They alleviate financial stress for clients while saving time and money for advisers. Bruno highlights the impact of reinsurers and the complexity of retrospective claims, the importance of the code of practice for claims assessments, and how AFRM maintains the balance between genuine claims and complex ones. He also explains the critical role of expertise in claims advocacy, sharing practical examples of how AFRM navigates tricky claims situations.

Learn why outsourcing to specialists can ensure better outcomes and maintain your client relationships. Listen to the full episode for more insights!

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.

Discover how Patricia Garcia, Director of Your Vision Financial Solutions, Co-Founder of Integrated Finance, and Director of FAAA, masterfully manages three different companies. Learn about her journey from biotechnology to finance, and how she balances the demands of multiple businesses while empowering women to achieve financial independence.

Patricia shares her strategies for effective time management, maintaining strong client relationships, and leveraging technology to stay ahead. Get inspired by her story and leadership insights!  

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.

Growing a financial advisory business can be tough. But John Cachia, Founder and CEO of Thriving Wealth (formerly known as AFA Group Wealth), shares his secrets to success in this episode. He reveals the mindset shift that tripled his profits, and why building a talented and empowered team is crucial.

You'll also learn how a strategic rebrand can make a big difference. John's journey is filled with valuable lessons about overcoming challenges and learning from the past. If you're looking for actionable insights to achieve sustainable growth and deliver exceptional client experiences, then tune in and hear John's unique perspective and innovative strategies!

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.

Join us for a relaxed chat with Rob Vitnell, Managing Director of AFRM, as he shares his journey from a commerce student to a leader in risk insurance. In this podcast, Rob delves into how specialising in risk transformed his career and enhanced client support during crucial times.

Discover the critical role of claims management and how deep industry knowledge enriches both professional and client experiences in the intricate world of risk insurance.

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.

In this episode, Ben Donald, Managing Director at Austbrokers Life, shares his passion for the industry and how he's seen it evolve, especially post-Covid. Ben's journey from a humble start in a one-man band financial practice to mastering life insurance specialisation provides a unique perspective on the importance of this often-overlooked safety net.

Dive into the complexities of life insurance and discover why staying informed and updated could be crucial for your financial health.

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.

Meet Jess, turning the financial industry on its head by making finance fun and accessible. From corporate high-flyer to financial educator, Jessica's programs are designed to empower you with the knowledge to make savvy financial decisions.

Join her as she breaks down complex money matters into easy-to-understand lessons that can set you on the path to financial independence.

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.

Join us on this episode as Bradley Gecelter, a partner at Priority Life, shares his unique journey from working in hospitality to becoming a financial planning expert. Discover the pivotal moments, mentorship, and the crucial decision-making that propelled him into the world of finance.

Tune in for insights on building a successful career, the importance of patient mentorship, and balancing work-life in the high-stakes world of financial advice.

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.

Tune in to our latest podcast episode featuring Ben Herzog, where he shares his fascinating transition from a commissioned army officer to a financial advising expert.

Dive into the stories behind the inception of Blue Ocean Wealth Management, the challenges of reshaping a business model, and the power of continuous learning. This episode is a goldmine for anyone interested in the intersection of discipline, finance, and personal growth. 

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.