My Risk Adviser

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 wit...

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...

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...

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 Adv...

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-l...

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...

In this episode, listeners get a unique glimpse into Tyson Holmes' journey from being a promising soccer player in Melbourne to a skilled financial adviser and insurance specialist at MWL Financial Group. Tyson balances a high-demand career with personal life. His insightful anecdotes and practical advice are a treasure trove for anyone curious about the realities of working in finance or striving...

With over 35 years of experience in the life insurance industry, David Spiteri has always found immense satisfaction in collaborating with financial advisers, offering them unparalleled technical support on life insurance matters. Dive deep into the "Life Tech Assist Resource Centre" - a treasure trove of comprehensive insurance materials designed to make life easier for both advisers and their cl...

Welcome back for another season of My Risk Adviser! In this episode, Phil chats with Marc Fabris, the trailblazing mind behind Risk Hub. Listen in as Marc gives us the lowdown on the advancement of insurance advice through digital software. Plus, get the scoop on his journey from Australia to Switzerland, and how it all ties into his vision for the future of risk management. Join the My Risk Advis...

Guy Mankey has been in risk advice for 43 years - wow! Guy shares about his journey in the industry and his personal philosophies around giving insurance advice. Join the My Risk Adviser Facebook community for Australian advisers. My Risk Adviser is produced by SYMO interactive. Hosted on Acast. See acast.com/privacy for more information.

What's more powerful than a referral? A shining endorsement! Phil chats with business success coach Steve Salvia from Blackwing Consulting about making friends in business who trust you enough to recommend you to their network. Steve walks through an adviser-accountant relationship as an example. Join the My Risk Adviser Facebook community for Australian advisers. My Risk Adviser is produced by SY...

After many years in financial planning, Anthony Campbell took the plunge to become self employed and start Business Risk Solutions , an insurance-only advice practice. Anthony chats about what the transition has been like and how the business journey is going 18 months on. Join the My Risk Adviser Facebook community for Australian advisers. My Risk Adviser is produced by SYMO interactive. Hosted o...

Alex Luck & Scott Taylor co-founded their advice practice Everest Wealth a little over 4 years ago. Before this, Scott was working as a BDM for insurance companies and super funds while Alex was employed as an adviser. They chat with Phil about how and why they got started, how the business is going and what's in the future for Everest Wealth. Join the My Risk Adviser Facebook community for Au...

Shaun Clements from NOR Financial returns to the show! Phil and Shaun chat about the last 12 months for risk advice, particularly the changes to income protection and the quality of advice review. Join the My Risk Adviser Facebook community for Australian advisers. My Risk Adviser is produced by SYMO interactive. Hosted on Acast. See acast.com/privacy for more information.

If you want to drive growth in your practice, be intentional about designing your employee experience not just your client experience. HR consultant Shelley Johnson from Boldside Consulting chats with Phil about some steps that business owners can take to build a healthy team that kicks goals. Join the My Risk Adviser Facebook community for Australian advisers. My Risk Adviser is produced by SYMO...

The team at Super Fierce are on a mission to empower women financially and they're starting with super. They're helping Aussies easily compare and switch to lower cost super funds, potentially saving them thousands. Phil chats with Trenna Probert and Gemma Mitchell about how the platform works, their free SOA (yes you read that correctly) and what opportunity there is for advisers and Super Fierce...

Growing your team? Alisdair Barr from Striver unpacks the current landscape for grad recruitment in financial services and things that businesses can do to attract and keep great talent. Join the My Risk Adviser Facebook community for Australian advisers. My Risk Adviser is produced by SYMO interactive. Hosted on Acast. See acast.com/privacy for more information.

After spending a decade as a financial adviser, Lexi Smith started MoneyVine to help people get on top of their finances as a money coach. Phil and Lexi chat about how a coach differs from an adviser or financial counsellor and Lexi shares the powerful reason that led her to make the switch from advice to coaching. Join the My Risk Adviser Facebook community for Australian advisers. My Risk Advise...

Welcome back for another season of My Risk Adviser! In today's episode Fraser Jack from The Cyber Collective shares some key safety measures that financial professionals can implement to safeguard sensitive client data and reduce the risk of being hacked. Join the My Risk Adviser Facebook community for Australian advisers. My Risk Adviser is produced by SYMO interactive. Hosted on Acast. See acast...

Does your practice have an effective strategy to bring in new clients? Mel Ware, Head of Marketing & Brand at Zurich and OnePath breaks down the steps for setting up a marketing plan to attract your ideal client. Check out the extra resources below: https://www.onepathclarity.com.au/engage https://www.zoneeducation.com.au/ Join the My Risk Adviser Facebook community for Australian advisers. My...

LifeBid is a technology solution working to make life insurance more efficient and profitable for advisers and insurers while enabling Australians to better access quality advice and cover. Phil chats with LifeBid founder, Brett Wright. Join the My Risk Adviser Facebook community for Australian advisers. My Risk Adviser is produced by SYMO interactive. Hosted on Acast. See acast.com/privacy for mo...

Marie Bailey is the head of Client Services at Skye Wealth and has worked in numerous financial services support roles over the years. Phil and Marie chat about the value of support staff within advice practices, and how advisers and CSOs can get the most out of each other to better serve their clients. Join the My Risk Adviser Facebook community for Australian advisers. My Risk Adviser is produce...

After many years working as a BDM in the corporate finance industry, Blair Jamieson joined a small business advice firm and shares about the experience in today's episode. Join the My Risk Adviser Facebook community for Australian advisers. My Risk Adviser is produced by SYMO interactive. Hosted on Acast. See acast.com/privacy for more information.

Do your clients see you as a subject matter expert? Jason Knight designs authority brands for thought leaders and explains how advisers can build trust in the community by solving their customer's pain points, ultimately attracting clients and becoming more referable. Find your authority score: https://designingauthority.scoreapp.com/ Connect with Jason: https://www.askjasonknight.com/ Join the My...

How do advisers navigate premium increase conversations with clients? John Righetti, Head of Advice at ABFS Group joins Phil on the show for this chat. Join the My Risk Adviser Facebook community for Australian advisers. My Risk Adviser is produced by SYMO interactive. Hosted on Acast. See acast.com/privacy for more information.