My Risk Adviser

From generalist to specialist, Martin McGrath shares how he gradually stripped back his business services to solely specialise in the retirement space. 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.

Phil and Glen James discuss ASIC's crackdown on social media influencers who discuss financial products and services online and the opportunity for advisers in the online space. For the ASIC information sheet click here. For how to start a podcast (hehe) click here . Join the My Risk Adviser Facebook community for Australian advisers. My Risk Adviser is produced by SYMO interactive. Hosted on Acas...

Do you recommend stepped premiums or level premiums? Joining Phil for a robust chat about the pros and cons of both is Vince Scully from Life Sherpa. 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.

Today we're sitting down with Katherine Hayes to talk about the recent APRA announcement on 24 March about the delay to income protection changes. We chat about what's happened to date, where things are at now and where to from here. 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...

Deline Jacovides took the plunge of starting her own financial planning business Mazi Wealth after 12 years in the industry. She chats with Phil about her inspiration for starting the business and the role social media played, her ideal client and the practicalities involved in becoming self employed. Join the My Risk Adviser Facebook community for Australian advisers. My Risk Adviser is produced...

In today's chat with guest James Millard from Sufficient Funds we get into the ins and outs of giving holistic financial advice vs scoped like risk only. 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.

Are you or someone you know thinking about making the move from a corporate career to the financial advice space? Chris Matlock did exactly that and shares what he did to prepare, the transition and some key learnings in the process. Are you in the advice industry? Join the My Risk Adviser Facebook community . My Risk Adviser is hosted by Phil Thompson. Hosted on Acast. See acast.com/privacy for m...

Phil and financial adviser Grant Millar discuss the needs analysis process and how advisers determine the level of insurance cover for a client. Are you in the advice industry? Join the My Risk Adviser Facebook community . My Risk Adviser is hosted by Phil Thompson. Hosted on Acast. See acast.com/privacy for more information.

Phil chats with Jason Milosevski from PPS Mutual about how BDMs and advisers can better work together and add value to each other. Are you in the advice industry? Join the My Risk Adviser Facebook community . My Risk Adviser is hosted by Phil Thompson. We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and presen...

Paul Milbourne is Head of Risk Insurance at Findex Australia and New Zealand and shares some insights for how to work and build up accounting referral relationships. Are you in the advice industry? Join the My Risk Adviser Facebook community . My Risk Adviser is hosted by Phil Thompson. We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respe...

Those wishing to become an adviser will undertake what is termed 'the professional year'. Provisional risk adviser Azaria Bell is currently undertaking her professional year and joins Phil for a chat about what's involved along with her experience of doing it in a remote, risk advice only practice. Are you in the advice industry? Join the My Risk Adviser Facebook community . My Risk Adviser is hos...

How does general advice differ from personal advice? Joining Phil for this conversation is Tony Smilevski who runs a general advice business model for insurance. Are you in the advice industry? Join the My Risk Adviser Facebook community . My Risk Adviser is hosted by Phil Thompson. We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects...

In today's episode we hear how advisers Phil Thompson, Brett Wright and Shaun Clements set up their pricing for providing risk insurance advice and how each business model works and differs. Brett runs 100% commission-only advice, Shaun offers fee for service advice and Phil runs a hybrid model of both. Are you in the advice industry? Join the My Risk Adviser Facebook community . My Risk Adviser i...

Understanding the claims process and what an assessor needs can be highly beneficial to getting your client's claim approved faster. Natasha Roberts is a claims specialist at Zurich and joins Phil for a chat about how assessors and advisers can work better together at claim time. Are you in the advice industry? Join the My Risk Adviser Facebook community: https://www.facebook.com/groups/myriskadvi...

Will Johns from ClaimRight joins Phil for a robust conversation around claims management. This episode touches on the key elements involved in a building a claims process, dealing with complex claims, protecting yourself as an adviser and more. Are you in the advice industry? Join the My Risk Adviser Facebook community: https://www.facebook.com/groups/myriskadviser My Risk Adviser is hosted by Phi...

Head of Individual Life at Zurich and One Path, Andrew Casperson, chats with Phil about the product design process of the new income protection policy along with dealing with APRA and the Actuaries Institute's guidelines plus upcoming changes. Are you in the advice industry and want to join in on the discussion? Jump into My Risk Adviser Facebook group: https://www.facebook.com/groups/myriskadvise...

Integrity Life are a new entrant to the life insurance market so Phil chats with Russell Hannah, GM of Sales, Marketing, CX and Product about the unique challenges and opportunities the team faced when entering the market. They discuss bringing life insurance into a digital age, the opportunity to be agile and innovative, building from the ground up + more! Are you in the advice industry and want...

In this episode, Phil chats with Adam Crabbe who is a risk strategy specialist at Zurich and One Path about the impact of recent legislation changes on insurers. Are you in the advice industry and want to join in on the discussion? Jump into My Risk Adviser Facebook group: https://www.facebook.com/groups/myriskadviser We acknowledge the darkinjung people, Traditional Custodians of the land on whic...

Specialist risk advisers, Katherine Hayes and Shaun Clements chat with Phil Thompson about their experiences navigating the income protection policy changes that came into effect from 1 Oct 2021. Are you in the advice industry and want to join in on the discussion? Jump into the My Risk Adviser Facebook group: https://www.facebook.com/groups/myriskadviser We acknowledge the darkinjung people, Trad...

We can't wait to bring you another lot of episodes very soon! Take a listen to what's coming up for the show, including a couple of changes. Help us understand how to make content that's better for you by taking a minute to answer this questionnaire: https://symointeractive.typeform.com/to/YFpBknqS Hosted on Acast. See acast.com/privacy for more information.

A new season hosted by Phil Thompson is coming soon! Are you in the advice industry and want to join in on the discussion? Jump into My Risk Adviser on Facebook: https://www.facebook.com/groups/myriskadviser Hosted on Acast. See acast.com/privacy for more information.

Glen and Danni catch up with Ben Donald from Aust Brokers. This episode is full of wish you'd known gold that you can use with your referral partners right away! Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviser Wish You'd Known is hosted by Glen James and Danni Visser. Thanks to Zurich & O...

Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviser Wish You'd Known is hosted by Glen James and Danni Visser. Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/ We acknowledge the darkinjung people, Tra...

Want more organic growth and leads from Google? Dan Brown shares what he does in his business! Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviser Wish You'd Known is hosted by Glen James and Danni Visser. Thanks to Zurich & OnePath for supporting this episode. Continue your education by chec...

Jess Brady and Glen Hare started Fox & Hare from scratch. They put a lot of time and effort with focus groups prior to building their advice offering. They are now a few years in and things are running pretty good. One challenge they, like you, are facing is absurd premium increases and how to navigate this with clients. Are you in the advice industry and want to join in on the discussion? Jum...