The ifa Show

In this episode of the ifa show, NetWealth joint Managing Director Matt Heine joins host James Mitchell to talk about financial advice and the advice process. Matt talks about the friction points in the financial advice process and how to overcome them, shares his thoughts on communication channels and the way in which advisers communicate with their clients is changing. Matt also reveals the four key innovation areas that Netwealth is looking towards and how adapting to new technologies will help businesses fit into the modern financial business model.

Momentum Intelligence recently demonstrated the impact that market research has by driving real change in the mortgage broking sector, which was in danger of being ruined by the royal commission. In this episode of the ifa Show, head of Momentum Intelligence, Michael Johnson, joins host James Mitchell to reveal how the research group has partnered with ifa to conduct further research into the financial advice sector in a move that will both that will empower advisers and provide a solid foundation for promoting the true value of financial advice in Australia. Advisers will learn how they can get involved by surveying their clients today and be among the industry leaders who will receive a free market research report on their business. For more information, visit https://www.momentumintelligence.com.au/client-experience-survey or contact Michael Johnson directly on [email protected] Register at: https://momentumintelligence.au1.qualtrics.com/jfe/form/SV_eaCEC1oZRiEImEt

In this episode of the ifa Show, Lifespan Financial Planning CEO Eugene Ardino joins host James Mitchell to analyse the financial advice sector in light of the recent royal commission findings and recommendations. Eugene will share his thoughts surrounding vertical integration, the departure of grandfathered commissions and how it will impact the bottom line of advice practices across Australia. He also addresses the issues surrounding disclosure and transparency surrounding client education. Finally, Eugene will reveal why he expects the sector to lose a number of high quality advisers, share his thoughts surrounding life insurance, and how robo-advice fits into the modern financial advice business model. www.ifa.com.au

In this episode of the ifa Show, CEO of Centrepoint Alliance, Angus Benbow, joins host James Mitchell to reflect on his entry into the financial services sector following a 10-year career in the defence industry, discussing the synergies between the two sectors and his views on a post-GFC financial services industry. Angus will discuss his prior role as CEO of Shadforth Financial Group and how it has shaped the work that he is now completing with Centrepoint Alliance. With a focus on innovation, and meeting the needs of their clients, Angus will unpack how they are focusing on becoming a more data rich business, and establishing themselves as a valued support offering to financial advice professionals. www.ifa.com.au

Now is the time to make money off drugs – at least according to the cover story for this month's edition of the ifa magazine. Editor of ifa James Mitchell is joined by journalist Eliot Hastie to discuss medicinal marijuana and its role within Australia, and how the arrival of companies involved in its production on the stock exchange has opened up the possibility of investing in the drug as an asset class. Eliot will reveal the surprises that he came across when researching for the story, why Australian stocks within the commodity may not grow at the same rate as has been seen overseas, and how potential legalisation may impact this even further. www.ifa.com.au

In this special episode of the ifa Show, host James Mitchell is joined by the journalists from Momentum Media's wealth and wellness titles. Tune in as they discuss the biggest stories that shaped the financial services sector through 2018 and reveal some of the features that they will be looking to bring you as we head into 2019. www.ifa.com.au

In this episode of the ifa Show, managing director of Financial Advice Matters, Darren Smith joins host James Mitchell to share his stance on financial wellness within the sector, and the adviser explains how his education program is supporting a growing number of businesses and their staff. Darren also discusses why he entered the profession and why the Financial Advice Matters program places a focus on practical financial skills. He addresses the most common concerns he is seeing among participants and shares his thoughts surrounding the evolution of the finance sector within Australia. www.ifa.com.au

In this episode of the ifa Show, CEO of Experience Wealth, Steve Crawford joins host James Mitchell and tells his story of how he went from a first job completely removed from the finance industry - working with the association for leather tanners - into being a highly regarded ambassador to the financial advice industry. He will discuss the moment where he identified a gap in the market targeting a younger demographic and their needs, and how with no client base, referral partners or experience he decided to build a business addressing that niche. Steve will share where his now strong client base has come from, how through the creation of The Advice Movement he is challenging the traditional advice model and how he is busting the myth that a different approach to the sector must be a non-compliant one. www.ifa.com.au

Recorded live at the IFA convention 2018, ifa editor James Mitchell catches up with netwealth's Nick Mitchell, Experience Wealth's Steve Crawford and Sufficient Fundz' James Millard to delve into the impact that technology has had on customer service in financial advice. Find out how these advisers maintain a human connection in a world dominated by emerging technology platforms, the concept of financial wellbeing and why customer needs should always come first. www.ifa.com.au

In this episode of the IFA Show, host Katarina Taurian is joined by John Guadagnuolo, investment manager from Antares Equities, to discuss how shifts in global demographic trends can impact the profitability of various investment opportunities. John will share an insight into some of the changes taking place in the current climate, the next opportunities that he believes fund managers and investors can capitalise on, and how Antares Equities assesses the opportunities and risks of a particular investment. www.ifa.com.au