All Episodes
My Risk Adviser — 89 episodes
Why New Zealand Advisers Envy (and Pity) the Australian System
AFL Concussions and the TPD Fine Print
Is Zurich Actually Cheating? The iExtend Drama Every Risk Adviser Needs to Hear
Zurich Pricing Shenanigans
Rethinking CPD for Financial Advisers
Clearview Sold to Zurich for $415M - What It Means for Advisers & Clients
Insights from Marc Fabris on Innovation in Advisory Services
TPD is getting a reset, and advisers need to notice
Neha’s Professional Year
Durational Discounting
Talking all things underwriting with Gabi Varnier from PPS Mutual
What’s Really Happening in the Risk Advice Market
Exploring the future of financial advice with Phil & Trent
My Risk Adviser With Paul Milbourne
Sue Viskovic on how better processes can boost EBIT and client satisfaction
Kylie Denton on leading multi-generational advice with understanding and empathy
The life insurance conversation advisers need to have – with Peter Stathis
Nathan Fradley on specialist advice for divorce, aged care, and estate challenges
Deline Jacovides on starting a thriving business through smart processes
Ashleigh Campbell’s leap from accounting to financial advice
Mastering growth in financial advice with David Haintz on M&A and scaling your firm
Finding the right fit in financial advice with Laura Kelly
Turning financial advice into viral TikTok content
The challenges of starting an insurance business
How Willed is making estate planning easier than ever
Why outsourcing insurance claims to experts is worth it
Balancing multiple businesses and a case study on effective succession planning
Winning team and rebranding for growth
Unpacking risk insurance secrets
Life insurance in a new era
Simplifying money management for all
A career from hospitality to finance
From army officer to finance guru
Work-life harmony: insights from a MWL financial expert
Easy-insurance insights with life tech assist's resource centre
Insurance advice in the digital age
A chat with industry veteran, Guy Mankey
How to get endorsements not referrals
18 months into a new business
4 years into founding Everest Wealth
Income protection 12 months on and the quality of advice review
Building healthy and high performing teams
How Super Fierce is making advice more affordable for Australians
How to attract and retain new graduates
What is a money coach and how can advisers partner with them
How to protect our clients data
How to attract new clients
Fixing life insurance with technology
How to nail your role in client services
15 years as a BDM to a small advice practice
How advisers can build an authority brand
How to manage premium increase conversations
How to transition out of insurance advice
ASIC vs finfluencers
Stepped vs level premiums
Discussing APRA's recent income protection changes
8 weeks into starting a new business
How holistic and scoped advice can work together
From successful corporate career to successful advice career
The insurance needs analysis process
What value does a BDM bring
Working with accountants
Professional year adviser Q&A
General vs personal advice models
Commission, fee for service or hybrid business model
How advisers can add value at claim time
How to set up a claims process
The new income protection product design process
New opportunities & growing pains of a new insurer
Legislation changes from the insurer's perspective
How advisers managed the income protection transition
A new season of My Risk Adviser is around the corner
Welcome to My Risk Adviser
Working with General Insurance brokers
The new client journey
Organic growth and leads from Google
A start-up biz & managing absurd premium increases
Being a business insurance risk specialist
What exactly does the Financial Services Council (FSC) do? With CEO Sally Loane
Rebating risk commission and online only financial advice
Moving from general financial advice to risk specialist
LIF & risk comms, RC fallout, annual renewal, ASIC, FASEA + more (with Phil Anderson from the AFA)
Making your brand stand out + attracting your ideal client
Leveraging referral sources with Katherine Hayes
The mind and the spine: An insurance hazard
Claims: best practice
Lump sum policies
Understanding IP contracts
Insurance PDS overview