Lifespan Live

Hello, everyone, and welcome to Episode 12 of the Lifespan Investment Series with Eugene Ardino, CEO of Lifespan, and Jonathan Pain, Author of The Pain Report. This episode examines the global fallout from the Strait of Hormuz closure and the largest energy crisis in history, the role of China and the US after the Beijing summit, the ongoing AI-driven earnings and capex boom, and the implications for markets — especially Australia’s vulnerability to rising fuel costs, inflation and rates. Jonathan and Eugene also review Lifespan’s portfolio positioning and stress the importance of diversification and quality in uncertain times.

Join Lifespan CEO Eugene Ardino and author and publisher of The Pain Report, Jonathan Pain, for a wide-ranging conversation on global and Australian markets. Together, they tackle the impending AI crossroads and its implications for investors, while examining the outlook for the US economy as the midterm elections approach in November. Closer to home, Eugene and Jonathan unpack the latest Australian rate hike and the persistent challenge of sticky inflation. They also explore the role of gold, silver, and copper in a well-positioned portfolio, share their outlook for bonds, and provide an update on the positioning and thinking behind the Lifespan Managed Portfolios.

Join Eugene Ardino, CEO of Lifespan, and Jonathan Pain, author of The Pain Report, as they unpack the ongoing global economic upheaval driven by geopolitical uncertainty. In this insightful episode, they explore the impact of the US government shutdown, the rate rethink, Australia's inflationary horror story, the continued influence of AI on markets, and much more! 

Join Eugene Ardino, CEO of Lifespan, and Jonathan Pain, author of The Pain Report, as they unpack the ongoing global economic upheaval driven by geopolitical uncertainty. In this insightful episode, they explore the implications for both international and Australian markets, and discuss whether interest rates are likely to continue their downward trend in the coming months.

Join Eugene Ardino and Jonathan Pain to discuss the global shakeup, Trump tariffs, Australian election impact on markets, and more!

Join Lifespan CEO Eugene Ardino and Jonathan Pain, economist and author of The Pain Report, as they discuss geopolitical unrest, election season, economic stimulus in China, and the outlook for inflation and interest rates globally and locally.

Join Lifespan CEO Eugene Ardino and Jonathan Pain, economist and author of The Pain Report, as they discuss geopolitical unrest, election season, economic stimulus in China, and the outlook for inflation and interest rates globally and locally.

Join Lifespan Financial Planning CEO, Eugene Ardino, and Jonathan Pain, economist and author of The Pain Report, to discuss global and domestic markets, the outlook for inflation and interest rates, and the positioning of the Lifespan Managed Portfolios.

Join Lifespan Financial Planning CEO, Eugene Ardino, and Jonathan Pain, economist and author of The Pain Report, to discuss global and domestic markets, the outlook for inflation and interest rates, and the positioning of the Lifespan Managed Portfolios.

Join Lifespan Financial Planning CEO, Eugene Ardino, and Jonathan Pain, economist and author of The Pain Report, to discuss global and domestic markets, the outlook for inflation and interest rates, and the positioning of the Lifespan Managed Portfolios.

Welcome to the Lifespan Investment Series, Episode 4. In this episode, we examine the likelihood of rates being cut in Australia given persistent and sticky levels of inflation. We also discuss whether it is time to recalibrate inflationary and interest rate expectations in the US, the likelihood of recession, and the impact of market conditions on the positioning of the Lifespan Managed Portfolios.

Join Lifespan Financial Planning CEO, Eugene Ardino, and Jonathan Pain, economist and author of The Pain Report, as they discuss geopolitical unrest, election season, the impact on global markets, and dive into the current economic outlook for Australia.

Head of Lifespan Partnership, Tony Mantineo, joins Lisa Gregory to provide some insights for practices that have recently successfully applied to hold their own Australian Financial Services Licence. What are the support options available, what are the major challenges that new self-licensees often face, and how important is it to plan well beyond acquiring your AFSL, to ensure that both your advisory business and licence continue to thrive?

Join us as Lyndal Higgins from Lifespan FP chats with Nicole Smith from Socialisd about social media for financial advisers, making it work for you. Advisers may find it easier to view social media as an online version of relationship marketing, using social engagement to build two-way relationships, with an approach that is both scalable and more efficient. Find out how social media can be especially effective in generating referrals from your existing clients and in initiating conversations with the next generation.

Well-developed avatars will assist you to engage in meaningful conversations with your preferred clients more effectively and efficiently. They are key to turning strangers into prospects, prospects into clients, and clients into raving fans. Listen in as Lifespan's Lyndal Higgins is joined by Jenny Pearse from Jenesis Consulting to explore Avatars in Action - helping advisers engage with preferred clients.

In this episode of Lifespan Live, Eugene Serravalle, Lifespan FP General & Compliance Manager, and Pierre Moussa, Lifespan FP Senior Compliance Specialist, discuss the various ways that plan vetting can benefit both advisers and their clients. Eugene and Pierre discuss the role of a good compliance team and the importance of approaching compliance with an adviser's mindset, to ensure quality advice outcomes.

Elevating your website from simply verifying that you exist to developing a website that speaks to and engages with your preferred clients in your brand voice, enables you to leverage your position, generate high-quality leads and referrals, and dramatically improve your practice's bottom line. Listen in as Lyndal Higgins, Marketing Coordinator at Lifespan chats with our guest, Prashant Nagarajan, Financial Adviser and Co-founder of Finnacle, about their rapid growth trajectory and recent major website evolution experience.

Lifespan Marketing Development Manager, Lisa Gregory is joined by Lifespan advisers, Lucy Harrison, from Harrison Lew and Associates, and Adrienne Rush from ICare Financial Advisory to discuss how important it is for advice firms to have an aged care advice solution for their clients. They discuss the true value of aged care advice, how to price the advice, and the range of options available to practices, ranging from being an aged care specialist to outsourcing the advice to an expert. And much more. After listening to this podcast, you should understand the importance of having a solution, what possible solution might best suit your business, and next steps if you want to find out more.

Lifespan QLD Practice Development Manager, Kevin Mayne, is joined on this episode of Lifespan Live by Kellie Tesolin from RetireStrong, based in Brisbane.  Kevin and Kellie discuss what was the real impetus for Kellie to change licensees, and what were the five key factors Kellie considered when deciding to join the Lifespan advice community.

Lifespan Marketing Manager Lisa Gregory is joined by Sara Howard from Writers Australia to talk all things brand voice. What is brand voice, and why is it more important than ever for advice firms, (and financial services licensees), to reflect on their brand personality, values, and vision? Lisa and Sara discuss the challenges to implement but also the tangible benefits of having a clear, honest, and powerful brand voice.

Michael Gershkov, National Practice Manager (Lifespan Financial Planning), and Kris Meuwissen Adviser and Founder (Wealtheon) discuss the journey to building a thriving advice business, and the role that technology plays in delivering sustainable, quality advice to clients.

Eugene Serravalle, Lifespan FP General Manager and Head of Compliance, is joined by Ian Choudhury, Managing Director of Australian Financial Practitioners. They chat all things FASEA exam, with insights into how to maximise your chance of exam success, with some practical tips and tricks that will boost your confidence and lead you to FASEA exam success.

Given all of the upheaval and disruption that 2020 brought, there are some clear challenges and opportunities for advisers in 2021. In this podcast, Lifespan Chief Executive, Eugene Ardino discusses these with Robert Ross, Senior Financial Planner, Lifespan.

In the sixth podcast in our Lifespan Live series, Lifespan Financial Planning CEO 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 this episode, Lifespan CEO Eugene Ardino, is joined by Eugene Serravalle (General Manager and Head of Compliance), and Michael Gershkov, National Practice Manager to discuss how to manage and maintain quality relationships with clients during this period of market upheaval and disruption. They discuss strategies to use the current environment as an opportunity to enhance your connection with your clients.

Lifespan Financial Planning Chief Executive Officer Eugene Ardino, is joined by Stephen Dykes, Stephen Dykes Financial Programming, to discuss the growth in managed accounts, and how it streamlines the service and advice that he provides to clients.

Eugene Ardino, Lifespan Financial Planning CEO, 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 this episode Lifespan Financial Planning CEO, Eugene Ardino and National Practice Consultant, Jill Tunkin, chat with Samantha Clarke, CEO and founder of Advice RegTech. They discuss how important it is to ensure that compliance builds efficiency, engagement and improves the quality of financial advice. 

In this episode, Lifespan Financial Planning CEO Eugene Ardino, and Lifespan Partnership National Practice Consultant Jill Tunkin, discuss the move towards self-licensing. What is driving it, and what solutions are there to support practices to successfully navigate this change, and how can we help?