In this episode, listeners get a unique glimpse into Tyson Holmes' journey from being a promising soccer player in Melbourne to a skilled financial adviser and insurance specialist at MWL Financial Group.

Tyson balances a high-demand career with personal life. His insightful anecdotes and practical advice are a treasure trove for anyone curious about the realities of working in finance or striving for work-life harmony.

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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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With over 35 years of experience in the life insurance industry, David Spiteri has always found immense satisfaction in collaborating with financial advisers, offering them unparalleled technical support on life insurance matters.

Dive deep into the "Life Tech Assist Resource Centre" - a treasure trove of comprehensive insurance materials designed to make life easier for both advisers and their clients. Join us on this episode of making insurance effortlessly understandable!

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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.

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

Welcome back for another season of My Risk Adviser! In this episode, Phil chats with Marc Fabris, the trailblazing mind behind Risk Hub. Listen in as Marc gives us the lowdown on the advancement of insurance advice through digital software. Plus, get the scoop on his journey from Australia to Switzerland, and how it all ties into his vision for the future of risk management.

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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.

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

Guy Mankey has been in risk advice for 43 years - wow! Guy shares about his journey in the industry and his personal philosophies around giving insurance advice.

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My Risk Adviser is produced by SYMO interactive.

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What's more powerful than a referral? A shining endorsement! Phil chats with business success coach Steve Salvia from Blackwing Consulting about making friends in business who trust you enough to recommend you to their network. Steve walks through an adviser-accountant relationship as an example.

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My Risk Adviser is produced by SYMO interactive.

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After many years in financial planning, Anthony Campbell took the plunge to become self employed and start Business Risk Solutions, an insurance-only advice practice. Anthony chats about what the transition has been like and how the business journey is going 18 months on.

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My Risk Adviser is produced by SYMO interactive.

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Alex Luck & Scott Taylor co-founded their advice practice Everest Wealth a little over 4 years ago. Before this, Scott was working as a BDM for insurance companies and super funds while Alex was employed as an adviser. They chat with Phil about how and why they got started, how the business is going and what's in the future for Everest Wealth.

Join the My Risk Adviser Facebook community for Australian advisers.

My Risk Adviser is produced by SYMO interactive.

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Shaun Clements from NOR Financial returns to the show! Phil and Shaun chat about the last 12 months for risk advice, particularly the changes to income protection and the quality of advice review.

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My Risk Adviser is produced by SYMO interactive.

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If you want to drive growth in your practice, be intentional about designing your employee experience not just your client experience. HR consultant Shelley Johnson from Boldside Consulting chats with Phil about some steps that business owners can take to build a healthy team that kicks goals.

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My Risk Adviser is produced by SYMO interactive.

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The team at Super Fierce are on a mission to empower women financially and they're starting with super. They're helping Aussies easily compare and switch to lower cost super funds, potentially saving them thousands. Phil chats with Trenna Probert and Gemma Mitchell about how the platform works, their free SOA (yes you read that correctly) and what opportunity there is for advisers and Super Fierce to partner together.

You can even play Blingo to find out how much cash you'll need for your dream retirement! https://www.growgold.com.au/

Join the My Risk Adviser Facebook community for Australian advisers.

My Risk Adviser is produced by SYMO interactive.

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