We’re kicking off Season 5 with Paul Milbourne, tackling the pitfalls of group insurance tenders and why they often fall short of delivering real value.Paul shares his expert insights on:✅ How tender fatigue is eroding insurer accountability✅ The misalignment between price and value in large-scale deals✅ Why better data transparency and benchmarking are key to improving client outcomesIf you’re an adviser, underwriter, or industry pro, this episode offers practical insights into why current tendering practices are broken—and how to fix them.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
Sue Viskovic dives deep into the operational backbone of successful advice firms and shares how defined processes aren’t just about compliance—they’re key to scalable, high-quality service.In our conversation, Sue discusses the findings from the Advice Operations Research Report, revealing how documented workflows and smarter processes directly boost EBIT. The report uncovers the secrets of high-performing teams, including how to overcome productivity challenges, improve service delivery times, and create a culture that staff value. It also dives into training, outsourcing, and the specific techniques successful practices use to elevate efficiency and client satisfaction.Whether you’re focused on profitability, client experience, or team growth, these insights will transform how you approach your operations.Advice Operations Research Report link:🔗 https://vbp.ac-page.com/advice-operations-research-report-2024Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
Kylie Denton has spent 34 years in the financial services industry, and her insights on leadership and emotional intelligence are transforming how advisers connect with clients. From working in underwriting and claims management to developing a structured, emotionally intelligent framework for financial advisers, Kylie highlights the critical role emotional intelligence plays in fostering meaningful client relationships.As Kylie points out, today’s financial advisers must navigate the complexities of generational shifts and evolving client expectations. It’s not just about the technical side of financial advice—it's about understanding values, building trust, and using emotional intelligence to guide clients through their financial journeys.In this episode, we dive deep into how advisers can use emotional intelligence and structured frameworks to create consistency and enhance client interactions, while also adapting to the ever-changing dynamics of the industry. If you’re looking to level up your advisory approach, this episode is a must-listen.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
Peter Stathis, aka The Life Insurance Guy, is on a mission to tackle the gap in financial advice around life insurance. His focus? Helping advisers and clients understand that financial protection isn’t just an afterthought—it’s the backbone of any solid financial plan.As Peter puts it, “It’s not your client’s job to tell you what they don’t want. It’s your job to explain why they need it.” With life’s uncertainties, having the right protection in place can make all the difference—whether it’s safeguarding income, supporting a family, or planning for the unexpected.Advisers, don’t overlook the value of life insurance. And clients, don’t underestimate its importance in securing your future.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
Join us for an eye-opening episode featuring Nathan Fradley, a multi-award-winning independent specialist adviser at Nathan Fradley Specialist Financial Advice, known for his mastery in guiding clients through emotionally and technically complex situations. From divorce and aged care to estate management, Nathan dives into the unique challenges and delicate nuances involved in handling finances under extreme emotional and legal strain.His philosophy? Creating a safe, confident experience for clients facing life’s most intricate moments. Don’t miss his perspectives on the power of specialised advice and the evolving role of advisers.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
When Deline Jacovides, Founder & Financial Planner at Mazi Wealth, started her business, she knew that success required more than just hard work—it needed smart processes. In this episode, Deline takes us behind the scenes of how she left a steady corporate job to pursue her dream of entrepreneurship. She shares the key moments that tested her resolve, from navigating financial uncertainty to the challenges of building a loyal client base from scratch.What makes Deline’s story unique is her relentless focus on aligning her business with her personal values—something she believes is crucial for long-term success. Listen in as she talks about the importance of mentorship, the hardest lessons she’s learned, and how she turned her initial setbacks into a thriving business that now supports her ideal lifestyle.If you’re someone thinking of starting your own business or if you’ve ever wondered how to overcome the fear of the unknown, this episode is a must-listen.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
Ashleigh Campbell shares her story of transitioning from accounting to financial advice, driven by a passion to work with people, not just numbers. From discovering financial advice through podcasts to reaching out to industry professionals on LinkedIn, Ashleigh’s journey shows the power of curiosity and community. If you’re considering a career switch or starting out in financial advice, her insights are invaluable!Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
In this episode, we explore key strategies with David Haintz, partner at Merchant Australia, on mastering growth in the financial advice industry. From understanding the importance of M&A in today’s market to leveraging the Rule of 40 for business success, David shares his decades of experience.Whether you're running a boutique firm or looking to scale, this episode is packed with actionable insights on navigating growth, managing mergers, and bringing in the right capital partners to take your business to the next level.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
In our latest episode, we chat with Laura Kelly, a financial adviser who’s navigated her career from big banks to boutique firms. Laura shares her key takeaways on how culture, values, and the ability to wear many hats can shape your career. We discuss why she believes small businesses offer unparalleled learning opportunities and how trusting your instincts is crucial when making career decisions.If you’re in the financial industry or considering a switch, this episode is packed with insights that could help guide your journey.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
In this episode, we chat with James Wrigley, a financial adviser who’s taken an unconventional path to success by turning financial advice into viral TikTok content. James takes us through his fascinating journey from traditional advisory roles to becoming a digital content creator with a massive following. Learn how his background in finance laid the foundation for his unique approach to social media, the challenges he faced along the way, and why he believes creating accessible, engaging content is key to connecting with a broader audience.James’ insights on balancing compliance with creativity, the importance of consistency in content creation, and the unexpected rewards of building an online community are invaluable for anyone looking to expand their influence in the financial industry.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
In this episode, we chat with Scott Reid, the managing director and insurance adviser at Abbotts Personal Insurance. Scott takes us on his fascinating journey from being a bank adviser to launching his own insurance business. Learn how Scott’s background in corporate banking shaped his approach to financial planning, the challenges he faced, and why he believes specialisation in insurance advice can provide better client outcomes.Scott’s insights on the importance of compliance, building a referral network, and navigating the emotional rollercoaster of starting a business are invaluable for anyone in the financial advice industry.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
In this episode, we dive into the innovative world of online wills with Aaron Zelman, co-founder of Willed and award winner of the IFA Risk Adviser of the Year. Aaron shares his journey from a passionate life insurance adviser to a tech entrepreneur, driven by the need to simplify end-of-life services. Discover how Willed is revolutionising estate planning by offering a streamlined, affordable, and accessible online platform for creating wills, handling funerals, and more.Learn about the critical importance of having a will, the ease of the digital process, and how advisers can integrate these services to better serve their clients. Advisers can team up with Willed and get in touch using this link: willed.com.au/advisers. Don't miss out on this insightful conversation that combines tech, finance, and peace of mind for the future. Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
In this episode, Bruno Muraca, CEO of AFRM Claims Advocacy, discusses the complexities of managing insurance claims and the dual purpose of AFRM. They alleviate financial stress for clients while saving time and money for advisers. Bruno highlights the impact of reinsurers and the complexity of retrospective claims, the importance of the code of practice for claims assessments, and how AFRM maintains the balance between genuine claims and complex ones. He also explains the critical role of expertise in claims advocacy, sharing practical examples of how AFRM navigates tricky claims situations.Learn why outsourcing to specialists can ensure better outcomes and maintain your client relationships. Listen to the full episode for more insights! Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
Discover how Patricia Garcia, Director of Your Vision Financial Solutions, Co-Founder of Integrated Finance, and Director of FAAA, masterfully manages three different companies. Learn about her journey from biotechnology to finance, and how she balances the demands of multiple businesses while empowering women to achieve financial independence.Patricia shares her strategies for effective time management, maintaining strong client relationships, and leveraging technology to stay ahead. Get inspired by her story and leadership insights! Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
Growing a financial advisory business can be tough. But John Cachia, Founder and CEO of Thriving Wealth (formerly known as AFA Group Wealth), shares his secrets to success in this episode. He reveals the mindset shift that tripled his profits, and why building a talented and empowered team is crucial.You'll also learn how a strategic rebrand can make a big difference. John's journey is filled with valuable lessons about overcoming challenges and learning from the past. If you're looking for actionable insights to achieve sustainable growth and deliver exceptional client experiences, then tune in and hear John's unique perspective and innovative strategies!Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
Join us for a relaxed chat with Rob Vitnell, Managing Director of AFRM, as he shares his journey from a commerce student to a leader in risk insurance. In this podcast, Rob delves into how specialising in risk transformed his career and enhanced client support during crucial times.Discover the critical role of claims management and how deep industry knowledge enriches both professional and client experiences in the intricate world of risk insurance.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
In this episode, Ben Donald, Managing Director at Austbrokers Life, shares his passion for the industry and how he's seen it evolve, especially post-Covid. Ben's journey from a humble start in a one-man band financial practice to mastering life insurance specialisation provides a unique perspective on the importance of this often-overlooked safety net.Dive into the complexities of life insurance and discover why staying informed and updated could be crucial for your financial health.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
Meet Jess, turning the financial industry on its head by making finance fun and accessible. From corporate high-flyer to financial educator, Jessica's programs are designed to empower you with the knowledge to make savvy financial decisions.Join her as she breaks down complex money matters into easy-to-understand lessons that can set you on the path to financial independence.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
Join us on this episode as Bradley Gecelter, a partner at Priority Life, shares his unique journey from working in hospitality to becoming a financial planning expert. Discover the pivotal moments, mentorship, and the crucial decision-making that propelled him into the world of finance.Tune in for insights on building a successful career, the importance of patient mentorship, and balancing work-life in the high-stakes world of financial advice.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.
Tune in to our latest podcast episode featuring Ben Herzog, where he shares his fascinating transition from a commissioned army officer to a financial advising expert. Dive into the stories behind the inception of Blue Ocean Wealth Management, the challenges of reshaping a business model, and the power of continuous learning. This episode is a goldmine for anyone interested in the intersection of discipline, finance, and personal growth. Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.