PODCAST · business
AFA Gen Next Podcast
by AFA Gen Next Podcast
The Gen Next Community of Practice brings together professionals who share a passion for advice and the challenges associated with their career stage. Through the process of sharing information and experience, members learn and develop both personally and professionally and many respected industry professionals will tell you that they started out as members of Gen Next.
Episodes
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Episode 18: Explaining the Experienced Adviser Pathway
AFA Gen Next National Chair, Ashley Mahadeea is joined by Phil Anderson, AFA CEO to discuss the Experienced Adviser Pathway.
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Episode 17: How to accelerate women’s financial progress
Dawn Thomas and Tim Henry join host Ashley Mahadeea, AFA Gen Next National Chair.
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Episode 16: The significance of 2023 for the advice community
In this episode, Phil provides us with a review of 2022 and his thoughts on how 2023 will shape for the adviser community, especially with the possible implementation of some of the QAR recommendations. He also addresses why it is so important to vote yes for the proposed merger between the AFA &...
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Episode 15: Spotlight on AFA Inspire
In this episode, we speak to Deborah Kent, one of the founders of AFA Inspire and Dawn Thomas, the current National Chair of AFA Inspire. Next year, as we celebrate 10 years since AFA Inspire was established, it is time to look back at some of the achievements of the Inspire Community and pay...
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Episode 14: Meet the winners of this year's AFA Awards
Ashley Mahadeea, Gen Next National Chair, is joined in episode 14 by Felicity Cooper and Amie Baker. As the winners of this years Adviser of the Year and Female Excellence in Advice awards they share their stories and why they are passionate about the financial advise profession.
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Episode 13: Thriving with AFA Conference Chairs
With the AFA’s National Conference, Thrive, fast approaching Ash talks with Patricia Garcia and Morgan Hayward to find out how the Conference is taking shape and what we can expect from the AFA’s first face-to-face National Conference in three years. Patricia and Morgan share all the insider...
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Episode 12: How to prevent negative outcomes of a cyber attack
The impact of a cyber attack on your practice could be devastating. Loss of reputation, clients losing confidence in your ability, stolen client data and high recovery costs are some of the negative outcomes that may result from a cyber attack. In this episode, Fraser Jack and Ashley Mahadeea...
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Episode 11: Exploring licensing options for financial advisers | Rachel Bell and Alex Euvrard
Choosing the most suitable licensing option for your practice can be complex and challenging. The aim of this episode is to help you identify the key factors to consider such as technology and compliance when choosing your licensing path.
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Episode 10: Empowering women in Advice (part 2) | John Cachia & Tim Henry
Don't miss part two of our 'Empowering women in advice' podcast series, presented by the Gen Next, Practitioner and Inspire Communities of Practice. Creating safety and economic security for women is a community goal. The financial advice industry is in a powerful position to help close economic...
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Episode 9: Growing your profits via Group Insurance | Neil Robinson & Shabab Maqsud
Lots of education in the past has been about retail insurance and not much about Group Insurance. Group insurance is cover that is provided to a group of people linked by a common factor such as employees of an employer, members of an association or members of a superannuation fund. This episode...
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Episode 8: Cyber literacy for financial advisers | Karen Stephens & Fraser Jack
In 2021, cybersecurity authorities in the US, Australia and the UK observed an increase in sophisticated high impact cyber-attacks. 43% of cyber-attacks are targeted at small businesses and 95% of all attacks are done via email hacking. This episode will help you understand the importance of a...
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Episode 7: Empowering women through advice | Dawn Thomas & Katherine Hayes
Poverty is a daily reality for millions of Australian women 55 and over. There are many compounding factors contributing to this sad reality; lack of superannuation, working part time or casually through long periods of time and the gender pay gap are a few examples. In 2021, the gender pay gap…
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Episode 6: AFA leaders share their hopes for 2022 | Phil Anderson & Sam Perera
In this episode, we speak to Sam Perera, President of the AFA and Phil Anderson, CEO of the AFA. We discuss the opportunities and challenges for the advice world in 2022 and the AFA’s commitment to helping advisers navigate through them. We also learn a little bit more about Sam and Phil on a...
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Episode 5: Championing the Different Roles in Advice | Jade Khao, Kamel Saxena & Mark Stubbings
There are many different roles in the financial advice ecosystem, all contributing to the provision of quality financial advice. The aim of episode 5 is to showcase the importance of three of those roles and understand how they fit in the advice world. In this episode, we speak to Mark Stubbings,...
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Episode 4: Growing with the AFA | Morgan Hayward, Dawn Thomas & Charlie Green
The AFA has always been a vibrant and innovative association that facilitates the emergence of new ideas & new leaders via its communities of practice. This podcast is the perfect example of the AFA’s commitment to developing new ideas to enhance the sharing of knowledge, skills, and experience…
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Episode 3: Demystifying the Professional Year | Ashley Mahadeea, Amelia Constantinidis, Benjamin Johnson & Mia Johnons
Since 2019, more than 550 provisional advisers have enrolled in the Professional Year and another 260 are expected to start this quarter. The Professional Year refers to work and other activities that are relevant to developing professional skills to perform the role of providing financial…
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Episode 2: Meet the Legends - Standing the Test of Time | Ashley Mahadeea, Bill Webster, Deborah Kent & Peter Graham
n Episode 2 of the AFA Genxt Podcast, Ash speaks to three absolute legends of the financial advice industry: Bill Webster, Deborah Kent and Peter Graham. The main aim of this podcast is to help advisers navigate through career challenges and stand the test of time. Financial advisers are...
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Episode 1: Enhancing Your Client Experience Through Behavioural Money Coaching | Ashley Mahadeea, Amie Baker, Cara Mollica & Jacqui Henderson
In the very first episode of the AFA Genxt podcast, Ash is joined by three incredible entrepreneurs in the financial advice industry; Amie Baker, Cara Mollica and Jacqui Henderson to discuss how behavioural money coaching will enable you to get to the heart of your clients’ goals. As the…
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ABOUT THIS SHOW
The Gen Next Community of Practice brings together professionals who share a passion for advice and the challenges associated with their career stage. Through the process of sharing information and experience, members learn and develop both personally and professionally and many respected industry professionals will tell you that they started out as members of Gen Next.
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AFA Gen Next Podcast
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