My Risk Adviser

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/

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My Risk Adviser is produced by SYMO interactive.

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

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.

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.

Phil and Glen James discuss ASIC's crackdown on social media influencers who discuss financial products and services online and the opportunity for advisers in the online space.

For the ASIC information sheet click here.
For how to start a podcast (hehe) click here.

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.

Do you recommend stepped premiums or level premiums? Joining Phil for a robust chat about the pros and cons of both is Vince Scully from Life Sherpa.

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.

Today we're sitting down with Katherine Hayes to talk about the recent APRA announcement on 24 March about the delay to income protection changes. We chat about what's happened to date, where things are at now and where to from here.
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.

Deline Jacovides took the plunge of starting her own financial planning business Mazi Wealth after 12 years in the industry. She chats with Phil about her inspiration for starting the business and the role social media played, her ideal client and the practicalities involved in becoming self employed.

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.

In today's chat with guest James Millard from Sufficient Funds we get into the ins and outs of giving holistic financial advice vs scoped like risk only.

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.

Are you or someone you know thinking about making the move from a corporate career to the financial advice space? Chris Matlock did exactly that and shares what he did to prepare, the transition and some key learnings in the process.
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My Risk Adviser is hosted by Phil Thompson.

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

Phil and financial adviser Grant Millar discuss the needs analysis process and how advisers determine the level of insurance cover for a client.
Are you in the advice industry? Join the My Risk Adviser Facebook community.
My Risk Adviser is hosted by Phil Thompson.

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