In this thought-provoking episode, we welcome Ben, a dedicated researcher in the field of financial services, to unravel the intricacies surrounding the Statement of Advice (SOA). Drawing from his extensive research and data analysis, Ben sheds light on critical issues within the financial advice process. Join us as we explore the heart of the matter, delving into the nuances of SOAs and their role in shaping financial advisery relationships. Ben's findings illuminate the challenges and opportunities that lie within this essential document. For Paraplanners seeking actionable solutions to enhance the financial advice process, this episode serves as a valuable guide. Ben offers insights into what can be done right now to address the identified issues and elevate the quality of financial advice. Whether you're a seasoned professional in the financial industry or someone eager to gain a deeper understanding of the advice process, this conversation promises to enrich your perspective and inspire positive change. Tune in now to gain a comprehensive view of the financial advice landscape and discover actionable steps for improvement. To learn more about Ben and follow his research, check out his LinkedIn profile linkedin.com/in/ben-neilson-54883055/ and website www.neilsonwealth.com.au/

Join us in this episode, where we're joined by Anthony Lyon, the Managing Director at IIP Dealer Group. Anthony provides us with a unique licensee perspective on the evolving world of financial advice, shedding light on why more and more advisers are venturing towards self-licensing. In this insightful conversation, we dive deep into the role of Artificial Intelligence in the industry and explore Anthony's predictions about future technology at the licensee level. Discover how AI is reshaping the way financial professionals operate and how it's influencing the decisions of advisers and licensees alike. Whether you're a seasoned Paraplanner or someone intrigued by the transformative power of technology in the financial sector, this episode offers a wealth of knowledge and foresight. Tune in now to gain invaluable insights and stay ahead in the ever-evolving landscape of financial advising. To connect with Anthony on LinkedIN linkedin.com/in/anthony-lyon-2463446a/. You can also learn more about IIG Dealer Group at https://www.iipdealergroup.com.au/

In this insightful episode, we sit down with Alisdair Barr, the visionary Founder of Striver, to delve into the pressing issue of the skills shortage in the financial services sector. Alisdair offers a profound exploration of why this gap exists and how our current educational pathways inadvertently contribute to the rising demand for skilled professionals. Join us as we unravel the intricacies of this challenge, gaining valuable perspectives on the state of the industry and the educational systems that shape its future. Alisdair's wealth of experience and innovative thinking provide a unique lens through which to understand the complex dynamics at play. Whether you're a financial professional seeking solutions to this critical issue or an enthusiast curious about the forces shaping the financial services landscape, this episode promises to illuminate the path forward. Don't miss out on this engaging conversation, as we work to bridge the skills gap and forge a brighter future for financial services. To find out more about Alisdair check out www.striver.careers or LinkedIN linkedin.com/in/alisdairbarr/

Join us in this episode as we embark on a captivating journey through Dylan's career in the financial services industry. From the moment he graduated university to achieving firm ownership, Dylan shares his invaluable insights and experiences. Discover the hidden importance of emotional energy in the financial advisory process, as Dylan sheds light on how it can significantly impact your client relationships and overall success. He delves deep into the role of personality types in shaping your career path within the dynamic world of financial services. Whether you're a budding financial professional seeking guidance or someone intrigued by the intricacies of this industry, this episode offers a wealth of wisdom and perspective to help you navigate your own financial services journey. Tune in now to gain a fresh perspective on the financial services landscape, personal growth, and career development in the finance sector. To learn more about Dylan check out his website www.fsgwm.com.au or connect with him on LinkedIn at linkedin.com/in/dylanmartinfsgwm/

There's a lot of talk at the moment about AI and the role it will play when it comes to Paraplanning. The reality is, a lot of SOA's are simply not being read and in this episode, I talk with Andrew Whelan who is the CEO of Dash Technology to take us through what he is seeing advisers already achieve with AI and how we apply it in our own Paraplanner roles. DASH Technology Group can solve any or all of your critical business issues across the entire financial planning process. They offer the full spectrum of advice solutions, starting with fact find, next generation modelling and advice delivery, ending in investment execution. It is modular, integrative, flexible, and completely tailored to your advice practice. This means, you can take the piece that helps you now, and then grow your usage over time using solutions from our Advice Marketplace. Andrew Whelan is the CEO of DASH and is an industry expert when it comes to the delivery of financial advice. He has worked for a variety of financial planning software firms, run and sold a paraplanning and template consulting business, and has seen the evolution of the advice industry firsthand over the last 25 years.

Connect with Andrew :

 https://www.linkedin.com/in/andrew-whelan-72270a3/

https://dash.com.au/

This episode of Rise of the Paraplanner is all about the process of implementing the video Statement of Advice (SOA). My guest is James Wrigley - Principal and Financial Advisor with First Financial. James is right in the middle of this process, so it’s very fresh for him! In this conversation we talk about the expected effects of the video SOA for a Paraplanner’s role, the expected results for his business, and the expected response from his clients. If you are a Paraplanner and you’re concerned about the future of your role, this is a must listen. The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://contractpps.com.au/

What actually is a video SOA and what will it mean for Paraplanning? Well today I am talking to someone who is actually implementing the video SOA in their work. My guest this week is Daniel Donovan - Financial Advisor and Head Of Operations at Verse Wealth. Dan talks us through how Verse Wealth has implemented Video SOAs and the outcomes they have seen as a result of doing so. Hopefully this discussion will answer a lot of the questions and confusion about the video SOAs and what impact it’s going to have for Paraplanning. The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://contractpps.com.au/

Welcome to AI for Paraplanners: 101. My two guests this week help me wrap my brain around AI and automation, and its predicted impact on the Paraplanning profession. I am joined by Alex Gassner and Katie Cirjak from Scale Up Paraplanning. Alex is the General Manager and Katie is the Practice Development Consultant. In this episode, we try to dispel the negativity surrounding the subject of AI and talk about how we can use AI to optimise and improve our work. This is a must listen for anyone interested in the ever-changing subject of AI. Enjoy! The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://contractpps.com.au/

With advancements in tech happening at a rate of knots, what will the future of Financial Advice and Paraplanning look like? In this episode I’m joined by Peter Worn. Peter is the Joint-Managing Director at Finura Group, a company that delivers technology solutions to support better advice. Peter and his team give advice to Financial Advisors about how to make their tech successfully work for them. In this episode he talks about the process that Advisors and Paraplanners can go through to identify the types of tech that they need, what the future of Paraplanning looks like in the next couple of years, and what we can do to get the most out of tech. This is a must listen for all you tech-savvy Paraplanners out there! Enjoy! The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://contractpps.com.au/

This episode of the Rise of the Paraplanner is an off-the-cuff conversation with Joe Stephan, co-founder of Stephan Independent Advisory and host of the It's Never About Money podcast. This episode is part of our Technical series and is all about financial psychology. Now that sounds like quite a broad term, but basically Joe takes us through his process of working with his clients to get a very deep understanding about what is important to the client. This episode is a must listen for those who want to make a deeper connection with their clients to produce a stronger end result! The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://contractpps.com.au/