Claim OwnershipStriver Podcast
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Join Alisdair Barr, CEO and Founder of Striver to break down the best practices, timely topics and creative solutions to business problems in Financial Advice. Are you an Adviser, Practice Manager, Product Provider or Client? Hear from subject-matter experts from across the industry and beyond to hear how they STRIVE for the answers.
135 Episodes
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Segmentation is vital for advice practices, impacting financials, cost-to-serve, and fee consistency. How are top firms managing segment identification and potential client off-boarding? Jackie Clark, National Education Manager at Colonial First State, joins us again to provide practical tips for getting started without excessive time or financial investment. Tune into this week's episode and drive success through segmentation strategies.
Now that generative AI has been released into the world, how do we (re)define ethics and privacy? ChatGPT and similar apps continue to dominate the headlines as its application widens. For educators and universities, it redefines the definition of plagiarism. For professional services, it creates a dilemma of ethics. I spoke to Cris Parker from the Ethics Centre to discuss how privacy is redefined for the advice profession.
This week, I spoke to Jackie Clark, National Education Manager at Colonial First State on the KEY metrics to evaluate if your business has the capacity to grow or grind to a halt if new clients come along. Find out what she has seen from businesses that have found success, and how you can do the same.
ChatGPT, an app with 57 million users as of January 2023, is a hot-topic on everyone's lips. It has changed the way we view education, entertainment and work. We love playing with it at Striver but what will it mean in our business? Our everyday lives? I spoke to our good friend Dr. Magali Azema-Barac PhD, and subject matter expert on Artificial Intelligence, about the application of the app and how it has changed the way we live. Whether you see this app as novel edutainment or a virtual assistant for peak productivity, let's get you up to speed on how it works...P.S. - Check out Magali's blog here https://lnkd.in/gUtet-HC
Can you articulate your purpose simply and does it flow through to your systems and process in your business and then ultimately to your team and clients? The landscape looking promising with client opportunities, and we believe the employment market will become easier, we speak to Andy Marshall about what are some of the key areas he talks to businesses about to make sure they are ready to make the most off opportunities as they arise...
More often than not, education is one of the biggest costs for your client if they have children or grandchildren. Imagine - the return on investment from all those Birthday and Christmas gifts invested into their education rather than filling up the toy box...
That is definitely one of my favorite conversations! Magali share this 100% AI generated podcast with me a couple of weeks ago and I have not stopped thinking about it https://open.spotify.com/episode/28IaUZqRpjeoHHepqgG12U?si=jx9al-BCR4CiBVcaE3F3cg Magali has a PHD in Artificial intelligence and in this podcast we unpack what is happening here and just explore the tip of the iceberg of this new world and who controls it. Check out Magali's blog here https://www.linkedin.com/in/magali-azema-barac-phd-cfa-34202a3/
We are having the same conversation multiple times a day with clients who are struggling to find great talent for their firms but there are some simple ways to improve your chances. We speak with Scott Bunny about the talent war cycles and how we can significantly improve the success in this short supply period...
Does a technology-enabled firm create better relationships with clients and staff? We speak to Angus Woods from Adviser Ratings who are investing heavily in the future of advice and believe that relationships are the key, I hope you enjoy.....
With recent global events, the demand for assurance and confidence through financial advice has spiked simultaneously as the number of accountants and financial planners decline. Given the talent pipeline is dwindling for these professions, I discuss with Paul Barrett, Chief Executive Officer at Next Generation Advisory, the ways advice can compete for talent in this booming profession.
Growing any profession with the next generation of talent has always taken a significant investment - both in the people themselves and as a collective profession. What are transferable skills that your profession needs? How can we identify these skills in this next generation? Is there a formula or a 'secret sauce' that we can use? I unpack all these questions with Daryl Stout, Senior Consultant Recruitment at Insignia in this episode...
We judge all the services and products that we use not always by how good they are but by how they stack up to the benchmark expectations we have in all aspects of our lives, think online shopping, social media, doctors appointments and in-branch banking! Discussing a tech-focused approach to UX and CX with Mark Akeroyd shed some interesting light on how people want to interact with you.....
Accessibility to advice becomes a global issue along with the talent shortage in the local advice market (and more broadly within professional services) so do you leverage technology to lift the burden? By adopting a hybrid advice and service model. Hybrid models are proving to be an efficient channel to deliver better well-being outcomes for both the recipients of, and the providers of financial advice. I spoke to Craig Keary, CEO Asia Pacific at Ignition, about the reasons why you need to be a hybrid adviser...
Imagine - you invest in hiring and training the best candidate, then they leave in 2 or 3 years time, lured by the promise of an arbitrary higher salary. So what now? It's always great to speak with Nick Sinclair from TOA, especially when we are entering the largest global resource shortage in history. We discuss what variables are worth focusing on to ensure you can make the best decisions, to build an enduring team around your business. As the war for talent heats up, these are the factors that are worth your focus...
The graduate talent market is about to enter its hottest season ever! Firms are touting 6 figure salaries, relocation allowances, massive superannuation payments and sign-on bonuses. What?! Yes, you read correctly - sign-on bonuses! But is this all smoke and mirrors? And can you and your firm compete for this talent? Yes. We catch-up with our rockstar community manager Mel (www.linkedin.com/in/melanie-nguyen) to step through what this cohort really wants...
I had a fun and frank chat with Yolanda Bettie about team dynamics, diverse perspectives and professional intimacy, yeah that's right !! And it all means more now than ever especially within high-performing teams that are growing, I know you will like this podcast...
What makes a firm a place where young professionals genuinely want to join? Alisdair and Whitney explore the "vibe," the expectations, and the make-or-break moments in the hiring journey—and how simple communication can transform the whole experience.
In this episode of the Striver Podcast, I sit down with Julia Newbold – founder of the Stella Network – to discuss how financial advice can reach more Australians and reflect the clients it serves. We cover practical ways advisers and firms can service clients across every demographic, the relaunch of the Stella Network, and the power of networks to drive change and growth in the profession. If you're interested in expanding your impact and seeing how diversity, collaboration and fresh thinking can transform advice delivery, you'll want to tune in.
How do we make quality financial advice accessible to more Australians? In our latest Striver Podcast, we sit down with Rachel White from Vanguard to explore both local and global solutions — from fresh industry approaches to international innovations — that could help solve this urgent challenge.
Introducing the 'New Class of Advisors' that promises to enhance accessibility to financial advice amid upcoming legislative changes. I speak to Ben Marshan from Marshan Consulting about the impact of new legislative proposals, including the introduction of a "new class of advisor" and how this could reshape accessibility, affordability, and career pathways in financial planning. We discuss the challenges and opportunities facing the profession—how businesses can better serve under-advised clients, the role of new advisors in bridging the generational wealth gap, and how firms can leverage these changes to grow sustainably. If you're interested in the future of financial advice and what it means for both clients and industry professionals, this episode is a must-listen.
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