My Risk Adviser

By Phil Thompson

My Risk Adviser is a podcast for Australian financial advisers hosted by Phil Thompson, bringing together industry leaders and experts to help excel you on your professional journey. Join the My Risk ... more

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FAQs about My Risk Adviser:

How many episodes does My Risk Adviser have?

The podcast currently has 76 episodes available.

My Risk Adviser episodes:

August 24, 2022 How to attract and retain new graduates
Growing your team? Alisdair Barr from Striver unpacks the current landscape for grad recruitment in financial services and things that businesses can do to attract and keep great talent.

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.
...more
45min
August 17, 2022 What is a money coach and how can advisers partner with them
After spending a decade as a financial adviser, Lexi Smith started MoneyVine to help people get on top of their finances as a money coach. Phil and Lexi chat about how a coach differs from an adviser or financial counsellor and Lexi shares the powerful reason that led her to make the switch from advice to coaching.

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.
...more
44min
August 10, 2022 How to protect our clients data
Welcome back for another season of My Risk Adviser! In today's episode Fraser Jack from The Cyber Collective shares some key safety measures that financial professionals can implement to safeguard sensitive client data and reduce the risk of being hacked.

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.
...more
43min
June 29, 2022 How to attract new clients
Does your practice have an effective strategy to bring in new clients? Mel Ware, Head of Marketing & Brand at Zurich and OnePath breaks down the steps for setting up a marketing plan to attract your ideal client.

Check out the extra resources below:
https://www.onepathclarity.com.au/engage
https://www.zoneeducation.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.
...more
41min
June 23, 2022 Fixing life insurance with technology
LifeBid is a technology solution working to make life insurance more efficient and profitable for advisers and insurers while enabling Australians to better access quality advice and cover. Phil chats with LifeBid founder, Brett Wright.

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.
...more
32min
June 01, 2022 How to nail your role in client services
Marie Bailey is the head of Client Services at Skye Wealth and has worked in numerous financial services support roles over the years. Phil and Marie chat about the value of support staff within advice practices, and how advisers and CSOs can get the most out of each other to better serve their clients.

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.
...more
38min
May 25, 2022 15 years as a BDM to a small advice practice
After many years working as a BDM in the corporate finance industry, Blair Jamieson joined a small business advice firm and shares about the experience in today's episode.

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.
...more
46min
May 18, 2022 How advisers can build an authority brand
Do your clients see you as a subject matter expert? Jason Knight designs authority brands for thought leaders and explains how advisers can build trust in the community by solving their customer's pain points, ultimately attracting clients and becoming more referable.

Find your authority score: https://designingauthority.scoreapp.com/

Connect with Jason: https://www.askjasonknight.com/

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.
...more
45min
May 11, 2022 How to manage premium increase conversations
How do advisers navigate premium increase conversations with clients? John Righetti, Head of Advice at ABFS Group joins Phil on the show for this chat.

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.
...more
39min
May 04, 2022 How to transition out of insurance advice
From generalist to specialist, Martin McGrath shares how he gradually stripped back his business services to solely specialise in the retirement space.

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.
...more
39min

FAQs about My Risk Adviser:

How many episodes does My Risk Adviser have?

The podcast currently has 76 episodes available.

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