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Lifespan Live

Business EN ↓ 29 episodes

Lifespan Live is a podcast series that seeks to explain, discuss and challenge some of the key issues facing financial advisers right now in Australia. A rotating panel of hosts from the Lifespan team have relaxed and insightful conversations with members of the advice community, as well as experts in marketing, compliance, practice development, leadership, and much more. We also are making available our quarterly Lifespan Investment Series episodes on this platform, in addition to You Tube, for those that love a podcast!

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Episodes

Lifespan Live Season One Episode 4. The growth of Managed Accounts 15.10.2020 25:44

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.

Lifespan Live Season One Episode 3. Succession planning success 05.08.2020 17:33

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.

Lifespan Live Season One Episode 2. Can compliance support efficiency, client engagement and quality of advice? 04.08.2020 7:12

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.

Lifespan Live Season One Episode 1.The rise of self-licensing 03.08.2020 13:26

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?