In the fourth and final episode for Lifespan Live season three, Lifespan Financial Planning Marketing Development Manager Lisa Gregory, is joined by Tony Mantineo, the Head of Lifespan Partnership to discuss some insights for practices that have recently applied to hold their own Australian Financial Services License.
In the third episode for Lifespan Live season three, Lifespan Financial Planning Marketing Co-ordinator Lyndal Higgins, is joined by Nicole Smith, Founder and CEO at Socialisd to discuss the benefits of social media for financial advisers.
In the second episode for Lifespan Live season three, Lifespan Financial Planning Marketing Co-ordinator Lyndal Higgins, is joined by Jenny Pearse, Chief Executive Officer at Jenesis Consulting to discuss the benefits of how avatars can help advisers engage with their preferred clients.
In the first episode for Lifespan Live season three, Lifespan Financial Planning General and Compliance Manager Eugene Serravalle, is joined by Pierre Moussa, Senior Compliance and Assurance Specialist to discuss the various ways that plan vetting can benefit both advisers and their clients.
In the sixth and last episode for 2021 and season two in our Lifespan Live podcast series, Lifespan Financial Planning Marketing Coordinator Lyndal Higgins, is joined by Prashant Nagarajan from Finnacle to discuss how to elevate your website from online brochure to client engagement tool.
In the fifth episode of season two in our Lifespan Live podcast series, Lifespan Financial Planning Marketing Development Manager Lisa Gregory, is joined by Lucy Harrison from Harrison Lew and Associates and Adrienne Rush from ICare Financial Advisory to discuss how to develop an aged care advice solution for your clients.
In the fourth episode of season two in our Lifespan Live podcast series, Lifespan Financial Planning National Practice Development Manager Kevin Mayne, is joined by Kellie Tesolin from Retire Strong in Queensland to discuss the 5 key factors in changing licensees.
In the third episode of season two in our Lifespan Live podcast series, Lifespan Financial Planning Marketing Manager Lisa Gregory, is joined by Sara Howard from Writers Australia to discuss the importance of finding your brand voice.
In the latest episode of season two in our Lifespan Live podcast series, Lifespan Financial Planning National Practice Manager Michael Gershkov, is joined by Wealtheon's Managing Director, Kris Meuwissen to discuss how to build a thriving financial advice business of the future.
In the first episode of season two in our Lifespan Live podcast series, Lifespan Financial Planning Compliance and General Manager Eugene Serravalle, is joined by Australian Financial Practitioners Managing Director, Ian Choudhury to discuss top tips for FASEA Exam success.
In the seventh podcast in our Lifespan Live series, Lifespan Financial Planning Chief Executive Officer Eugene Ardino, is joined by Lifespan Senior Financial Planner, Robert Ross to discuss the challenges and opportunities for the advice industry in 2021.
In the sixth podcast in our Lifespan Live series, Lifespan Financial Planning Chief Executive Officer Eugene Ardino, is joined by his father, Lifespan founder John Ardino to reflect on how Lifespan, now one of Australia’s fastest growing licensees has developed over the past quarter of a century from humble beginnings.
In the fifth podcast in our Lifespan Live series, Lifespan Financial Planning Chief Executive Officer Eugene Ardino, is joined by Eugene Serravalle, Lifespan General Manager and Head of Compliance, and Michael Gershkov, Lifespan National Practice Manager, to discuss how the advice industry can support advisers to manage and maintain quality client relationships during periods of market upheaval and disruption.
In the fourth podcast in our Lifespan Live series, Lifespan Financial Planning Chief Executive Officer Eugene Ardino, is joined by Stephen Dykes, Stephen Dykes Financial Programming, to discuss the growth in managed accounts.
In the third podcast in our Lifespan Live series, Lifespan Financial Planning Chief Executive Officer Eugene Ardino, is joined by Eugene Serravalle, Lifespan General Manager and Head of Compliance, and Michael Gershkov, Lifespan National Practice Manager, to discuss how advice firms get succession planning wrong and what they can do to get it right.
In the second podcast in our Lifespan Live series, Lifespan Financial Planning Chief Executive Officer Eugene Ardino and National Practice Consultant Jill Tunkin discuss key issues in regulatory compliance technology for financial advice with Sam Clarke, Co-Founder and Chief Executive of Advice RegTech.
In the first podcast in our Lifespan Live series, Lifespan Financial Planning Chief Executive Officer Eugene Ardino and National Practice Consultant Jill Tunkin discuss the pros and cons for financial advice practices of self-licensing.