Shape of advice

By Professional Planner

The great transformation of Australia's financial advice industry from predominantly bank-owned to a more fragmented mix of independently licensed and like-minded collective tie-ups has occurred swift... more

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about Shape of advice:

How many episodes does Shape of advice have?

The podcast currently has 12 episodes available.

Shape of advice episodes:

November 28, 2024 Building a successful advice practice
...more
33min
November 03, 2024 Andrew Bragg
...more
27min
October 04, 2024 Francy Taylor & Toby Potter
...more
32min
September 20, 2024 Matt Lawler and Darren Whereat
...more
50min
August 23, 2024 Kelly Power and Blake Briggs
...more
37min
July 26, 2024 The Hon Stephen Jones MP
Professional Planner has relaunched Shape of Advice, a podcast series dedicated to the people, policies and processes that will enable future delivery of quality financial advice.

In the first episode of the new season, Minister for Financial Services Stephen Jones sits down for an exclusive interview with Conexus Financial editor-in-chief Aleks Vickovich to discuss the Quality of Advice Review process so far, the next steps and the Albanese government's vision for an enhanced financial advice sector.

In this wide-ranging discussion, the minister takes us behind the scenes of one of the nation's most complicated and contentious reform projects, explaining where he has been willing to change his position and reflecting on his own performance in a notoriously tough portfolio.
...more
32min
October 19, 2020 The next step in investment implementation
The way advisers implement their investment recommendations has evolved significantly, most notably in terms of how this process is integrated into businesses as well as the sophistication of outcomes for clients. Investment implementation has fast tracked business efficiency and continuity, it has brought about cost savings and it has been responsible for creating a new institutional-style wholesale and researcher consultant function. This episode considers movements in investment implementation and where the trend is likely to take the advice industry.
...more
37min
October 19, 2020 Zen and the art of advice
Before moving forward, it’s important for advisers and business owners to first step back and consider what they stand for. With so much change in policy and regulation, business models, professional standards and technology in recent years, this episode aims to help advisers detangle their thinking, drawing on practical and philosophical guidance to prepare for the next stage of progress and development.
...more
43min
October 19, 2020 Taking on technology
In this digital age, businesses of all sizes will thrive or whiter based on how they incorporate technology. While advisers may not have necessarily been at the forefront of technology adoption in the past, so much has changed in the composition and purpose of advice practices in recent years, from revenue models, to how advisers spend their time and the expectations clients have of advice relationships. This episode considers where business owners and operators are best placed to spend energy and capital now incorporating technology with an eye to where future models are heading.
...more
24min
October 19, 2020 Reimagining the value chain
It takes a village to support advisers in delivering a service and outcomes that meets clients’ needs in a cost effective way. This episode describes the financial advice value chain, how its composition has morphed over the years and where currently advisers, product and service providers fit.
...more
36min

FAQs about Shape of advice:

How many episodes does Shape of advice have?

The podcast currently has 12 episodes available.

More shows like Shape of advice

HBR IdeaCast by Harvard Business Review

HBR IdeaCast

1,851 Listeners

Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,100 Listeners

The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

216,384 Listeners

No Filter by Mamamia Podcasts

No Filter

623 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

16 Listeners

The Jordan B. Peterson Podcast by Dr. Jordan B. Peterson

The Jordan B. Peterson Podcast

33,799 Listeners

The Money Puzzle, with James Kirby by The Australian

The Money Puzzle, with James Kirby

39 Listeners

Ensombl Advice Australia by Ensombl

Ensombl Advice Australia

1 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

51 Listeners

The ifa Show by Momentum Media

The ifa Show

0 Listeners

Inside the Rope with David Clark by David Clark

Inside the Rope with David Clark

4 Listeners

Between Meetings with Matt Heine by Netwealth Investments Limited

Between Meetings with Matt Heine

1 Listeners

The SMSF Adviser Show by Momentum Media

The SMSF Adviser Show

1 Listeners

The Money Café with Alan Kohler by Eureka Report

The Money Café with Alan Kohler

33 Listeners

The Fin by Australian Financial Review

The Fin

10 Listeners