The GAF

In this episode of The GAF Nat Daley from Cruz Family Office takes Scott on a trip into the finance world of the future. Nat explains how he and his business partners are using technology to challenge the typical financial models with their open banking app, Cruz Money.  It's a fascinating look into the future of advice and the opportunities being created by technology.   If you'd like further inf...

In this podcast Scott chats with Founder and Director of Forte Asset Solutions Pty Ltd, Steve Prendeville about the changes in the wealth advisory industry, the trends Steve is seeing emerging and what we can expect to see in the future.   If you'd like further information on The GAF or The Significant Advice Network please go to our website: www.thegaf.com.au

On this episode of the GAF Scott catches up with Ken Petty, Managing Partner of the Gold Coast office at Minter Ellison. Ken talks about where he started, how he got to where he is today and what his next body of work looks like. A fantastic listen.   If you'd like further information on The GAF or The Significant Advice Network please go to our website: www.thegaf.com.au    

Join us on this edition of the GAF podcast as Scott & Brian Fitzpatrick take us through the Wheel of Life frameworks - both personal and for the adviser. You'll learn what this framework is, how to incorporate it into your adviser tool bag and  - most importantly - why you should.

In the latest episode of The GAF, Scott chats with Scott Young, Managing Director of Altus Financial.  Recently back from a study tour in the USA, Scott shares some insights into the future of the advice industry, in particular the opportunities surrounding advice for significant families.  

Join Scott and Paul for the last podcast of 2022 as they discussed the wins, losses and everything between.

On this episode of The GAF; Scott chats with Grahame Evans from Diverger. Grahame shares his wisdom and insightful views on how the industry is tracking on its way to becoming a profession; including why the new education standards are a a positive step towards better quality of advice and reducing the compliance load.    

Join us on the latest GAF podcast where Scott chats with past guest Jon Kenfield from The Solutionist Group. In this episode Scott and Jon dive deeper into the world of families in business. Jon shares his insights gathered from years helping families navigate the complexity of operating a family business. 

In this latest episode of The GAF, Scott is joined by Grant Abbott from Abbott & Mourly Lawyers. Scott asks Grant for his take on the commoditisation and automation of the advice industry and where the responsibility lies when it comes to online documents. An interesting episode that you're sure to enjoy.  

Join us on this episode of The GAF as Scott chats with David King, CEO of The CFO Centre. David explains the role of The CFO Centre and the challenges and successes he's experienced with clients. Scott and David discuss the importance of a Best of Breed team and how it can benefit everyone when all parties approach it with the right mindset.  

Joining Scott on The GAF podcast this week is former Deloitte partner Vince Fitzsimons. Scott and Vince discuss what it means to be a great adviser and Vince explains his "reversing the arrow" concept where he takes the technical aspects of advice and delivers it in a way that his clients can understand and appreciate. Vince also shares the story of the tragic loss of his daughter, Nicole, in 2012...

On this episode of The GAF Scott invites Paul Crane back to talk about implementing advice frameworks. Paul takes us through real situations where he has used frameworks such as the Stages Model and the Drama Triangle when working with clients.  It's a great listen and full of useful tips for implementing advice frameworks into your business.

On this episode of The GAF the band is back together! Just over 12 months from the first podcast Scott, Brian and Paul come together to chat about how the podcast has progressed, feedback from Advisers and ideas for the future. As always when this trio get together there's plenty of shared wisdom and a few laughs too.  It's a great listen.

Join us on this episode of The GAF as Scott speaks with John Roca from Sydney City Lexus and Sydney City Toyota. Scott asks John to share with us what true customer service looks like, why it's so important and how to set yourself apart from the rest.  It is a great listen with John's uncomplicated, proven approach and tips.

Kicking off the New Year on The GAF, Scott speaks with Angela Harry from Attwood Marshall Lawyers. Scott and Angela deep dive into the complex world of Estate Planning, Angela's specialty.  This episode is full of insights as Angela takes us through a range of scenarios - it's a must-listen episode.  

Join us on The GAF for our final episode for year as Scott catches up with Mike Bennett from Bennett Wealth Group in WA. Together Scott and Mike discuss the changing landscape of the advisory profession, re-scoping in the business and how to let go of clients and why you should. Mike shares his experiences of a changing business; he discusses how the relationships with clients have developed from...

In this episode of The GAF Scott explores the fascinating world of Neuroscience with Vanessa Bennett from Next Evolution Performance. With over 20 years experience in financial services and a Masters of Science in Psychology and Neuroscience of Mental Health; Vanessa shares her insights on leadership, increased productivity, avoiding burnout and why it's important to manage your energy rather than...

The Master of Emotional Intelligence, Brian Fitzpatrick, is back on The GAF this week, talking all things leadership with Scott. Brian takes us through the different types of leaders; from the ego driven leader to the servant leader who leads from a place of integrity. Scott and Brian share their insights on how to become a "People Grower" using the 4C's  - care, courage, consistency and commitmen...

This week Michael Small from Small Myers Hughes law firm is back talking with Scott. In this episode Michael and Scott delve deeper into the topic of collaboration with a Best of Breed team; why it's necessary and the pitfalls of not having one. They discuss the important role that coaching has played in their professional development and Michael explains what advice and tools he continues to use...

In this episode of The GAF Scott is joined by lawyer Michael Small from Small Myers Hughes. Michael explains his firm's approach to commoditisation within the legal industry and how they focus on service rather than price. Part of that service extends to collaboration with a best of breed team and Michael gives some great insights on achieving successful collaboration by leaving ego at the door. T...

Join us on The GAF this week as business super coach Paul Crane returns to chat with Scott about positioning and pricing. Paul and Scott discuss price V's value and how to approach a situation where a client thinks you are charging too much. It's a thought provoking episode that will have every adviser re-evaluating their pricing and positioning strategies.

In this episode The GAF goes stateside as Scott catches up with Jon Jones, co-founder and CEO of Brighton Jones. Jon takes Scott though the Brighton Jones ethos of helping people live richer lives and what that looks like in the advisory space.  Listen in for some practical insights on value beyond the balance sheet.

Joining Scott in this episode of The GAF is family business specialist, Jon Kenfield, from The Solutionist Group. Scott and Jon explore the oftentimes fraught world of family business. They discuss conflict mediation, wealth & business succession and the roles of the Family Board & Family Constitution. There's a wealth of informative content in this episode, enjoy!

On the eve of the Tokyo Olympics Scott catches up with 3 times Gold medallist and UBS National Account Manager, James Tomkins, OAM. Scott & James discuss the changing industry and the parallels between sport and business when dealing with change. This podcast is packed with insights, sporting analogies and plenty of golden puns!

Join Scott in this episode of The GAF as he interviews Certainty Advice Group's Jim Stackpool. Jim is an industry veteran and a leader in adviser coaching and training. Scott and Jim explore the concepts around moving from a product focused business to one modelled on advice. They cover a range of topics from pricing to business succession. It's an episode jam packed with valuable insights you're...