My Risk Adviser

Phil chats with Jason Milosevski from PPS Mutual about how BDMs and advisers can better work together and add value to each other.
Are you in the advice industry? Join the My Risk Adviser Facebook community.
My Risk Adviser is hosted by Phil Thompson.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.

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

Paul Milbourne is Head of Risk Insurance at Findex Australia and New Zealand and shares some insights for how to work and build up accounting referral relationships.
Are you in the advice industry? Join the My Risk Adviser Facebook community.
My Risk Adviser is hosted by Phil Thompson.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.

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

Those wishing to become an adviser will undertake what is termed 'the professional year'. Provisional risk adviser Azaria Bell is currently undertaking her professional year and joins Phil for a chat about what's involved along with her experience of doing it in a remote, risk advice only practice.
Are you in the advice industry? Join the My Risk Adviser Facebook community.
My Risk Adviser is hosted by Phil Thompson.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.

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

How does general advice differ from personal advice? Joining Phil for this conversation is Tony Smilevski who runs a general advice business model for insurance.
Are you in the advice industry? Join the My Risk Adviser Facebook community.
My Risk Adviser is hosted by Phil Thompson.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.

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

In today's episode we hear how advisers Phil Thompson, Brett Wright and Shaun Clements set up their pricing for providing risk insurance advice and how each business model works and differs. Brett runs 100% commission-only advice, Shaun offers fee for service advice and Phil runs a hybrid model of both.
Are you in the advice industry? Join the My Risk Adviser Facebook community.
My Risk Adviser is hosted by Phil Thompson.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.

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

Understanding the claims process and what an assessor needs can be highly beneficial to getting your client's claim approved faster. Natasha Roberts is a claims specialist at Zurich and joins Phil for a chat about how assessors and advisers can work better together at claim time.
Are you in the advice industry? Join the My Risk Adviser Facebook community: https://www.facebook.com/groups/myriskadviser
My Risk Adviser is hosted by Phil Thompson.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.

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

Will Johns from ClaimRight joins Phil for a robust conversation around claims management. This episode touches on the key elements involved in a building a claims process, dealing with complex claims, protecting yourself as an adviser and more.
Are you in the advice industry? Join the My Risk Adviser Facebook community: https://www.facebook.com/groups/myriskadviser
My Risk Adviser is hosted by Phil Thompson.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.

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

Head of Individual Life at Zurich and One Path, Andrew Casperson, chats with Phil about the product design process of the new income protection policy along with dealing with APRA and the Actuaries Institute's guidelines plus upcoming changes.
Are you in the advice industry and want to join in on the discussion? Jump into My Risk Adviser Facebook group: https://www.facebook.com/groups/myriskadviser
My Risk Adviser is hosted by Phil Thompson.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.

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

Integrity Life are a new entrant to the life insurance market so Phil chats with Russell Hannah, GM of Sales, Marketing, CX and Product about the unique challenges and opportunities the team faced when entering the market. They discuss bringing life insurance into a digital age, the opportunity to be agile and innovative, building from the ground up + more!
Are you in the advice industry and want to join in on the discussion? Jump into My Risk Adviser Facebook group: https://www.facebook.com/groups/myriskadviser
My Risk Adviser is hosted by Phil Thompson.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.

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

In this episode, Phil chats with Adam Crabbe who is a risk strategy specialist at Zurich and One Path about the impact of recent legislation changes on insurers.
Are you in the advice industry and want to join in on the discussion? Jump into My Risk Adviser Facebook group: https://www.facebook.com/groups/myriskadviser
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.

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