Sign up to save your podcasts
Or
Share My Risk Adviser
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
My Risk Adviser episodes
- Income protection 12 months on and the quality of advice review
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.
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.
53 min - Building healthy and high performing teams
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.
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.
40 min - How Super Fierce is making advice more affordable for Australians
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.
47 min - 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.
45 min - 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.
44 min - How to protect our clients dataWelcome 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.
43 min - How to attract new clientsDoes 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.
41 min - Fixing life insurance with technologyLifeBid 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.
32 min - How to nail your role in client servicesMarie 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.
38 min - 15 years as a BDM to a small advice practiceAfter 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.
46 min
About My Risk Adviser
From the publisher's feed
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…
Adviser facebook group for all advisers who want to learn more and connect with like minded people.
Hosted on Acast. See acast.com/privacy for more information.
More shows like My Risk Adviser
Hamish & Andy
1,045 Listeners
Hamish & Andy Plus +
10 Listeners