The ifa Show

The ifa Show

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The ifa Show episodes

  • Building a more productive business with Praemium
    In this episode of the IFA Show host James Mitchell is joined by the chief executive of platform provider Praemium Michael Ohanessian, to discuss how their service is helping to increase client engagement, save time and reduce costs. Michael will share how their service differs from what is being offered by their competitors, why they have chosen to place their focus in the managed account sector, and how they are implementing what they have learnt from their experience in overseas markets into the technology that they offer here in Australia. Michael will unpack the role of technology in financial services, why there will always need to be a human element to the industry and discuss Praemium's plans for growing their business both in Australia and internationally. www.ifa.com.au
    27 min
  • Keeping clients front and centre
    NAB general manager of wealth distribution Geoff Rogers dropped by the studio to recap the 2018 ifa Business Strategy Day, where he ran a session on client centricity and practice management. Geoff also spoke to ifa about NAB's commitment to the non-aligned advice sector, the latest in the platform space and how managed accounts can benefit advisers and their clients. He also talked about NAB's decision to demerge its wealth management divisions and what that means for ifa readers. www.ifa.com.au
    17 min
  • The UK independent advice experience
    Ahead of Australia's inaugural IFA Convention in September 2017, ifa speaks to Gillian Cardy, founder of the UK's IFA Centre and an advocate of the global independent financial advice movement, about the experience of IFAs in the UK. We discuss a number of topics pertinent to Australian advice including vertical integration, the philosophy of independence and adviser education standards. www.ifa.com.au
    47 min
  • Rebuilding client trust and adopting the 'growth mindset'
    Acclaimed American author and motivational speaker Rick Capozzi speaks to The ifa Show on the sidelines of the Netwealth Study Tour in New York City about how advisers can rebuild trust with consumers in the wake of the royal commission. A former executive at Wall Street firms Morgan Stanley, Wells Fargo and Merrill Lynch, Rick has lived through numerous scandals and believes a particular brand of client-centric leadership is the key to redemption. www.ifa.com.au
    13 min
  • FPA chair addresses member criticism
    In this special edition of The ifa Show, Aleks Vickovich gives Financial Planning Association chair Neil Kendall an opportunity to respond to some of the most commonly heard member concerns around the mandatory standards regime and the FPA's role in the new era.
    29 min
  • The 'Four Seasons' approach to client service
    Named Thought Leader of the Year at the ifa Excellence Awards 2017, Hamilton Wealth Management principal Will Hamilton is passionate about client service and the value of advice. He dropped by The ifa Show studio to chat about his firm's value proposition and to weigh in on some of the big debates of the day such as education, independence and asset management fees.
    18 min
  • How a migrant from Africa built a $21 billion FUA empire
    Joe Duran arrived in the US from Zimbabwe with just $200 to his name and now sits at the helm of a registered investment advisor (RIA) firm with $21 billion in funds under advice. In this special edition of The ifa Show, the California-based United Capital CEO sits down with Aleks Vickovich at AMP's Sydney headquarters to offer his secrets to growth for independent advice providers. www.ifa.com.au
    27 min
  • Royal commission, regulation and the regions
    In the aftermath of the announcement of a royal commission into banking, superannuation and financial services, Senator John 'Wacka' Williams speaks exclusively to The ifa Show from his Parliament House office after a seven-year campaign for the inquiry, revealing what he wants to see in the terms of reference and the impact on consumers in the city and the bush.
    19 min
  • The art of adviser storytelling
    ifa assembles a range of communications experts and practising advisers to talk value propositions and kickstarting a content strategy. Richard Dunkerley from Zurich, Naomi Christopher from Midwinter, consultant Jenny Pearse and award-winning advisers Ben Nash and Peita Diamantidis drop by the studio to chat about how advisers can better tell their story. Brought to you by Zurich Financial Services Australia
    40 min

About The ifa Show

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The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector.

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