My Risk Adviser

Join Phil Thompson and Trent Bacon as they relaunch the "My Risk Adviser" podcast, diving into the world of financial advising. This episode explores adviser journeys, industry trends, and the future of advice. Whether you're a seasoned adviser or just starting out, gain insights from industry leaders and learn about the latest developments in the field. Don't miss out on this engaging discussion!Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.

Sue Viskovic dives deep into the operational backbone of successful advice firms and shares how defined processes aren’t just about compliance—they’re key to scalable, high-quality service.In our conversation, Sue discusses the findings from the Advice Operations Research Report, revealing how documented workflows and smarter processes directly boost EBIT. The report uncovers the secrets of high-performing teams, including how to overcome productivity challenges, improve service delivery times, and create a culture that staff value. It also dives into training, outsourcing, and the specific techniques successful practices use to elevate efficiency and client satisfaction.Whether you’re focused on profitability, client experience, or team growth, these insights will transform how you approach your operations.Advice Operations Research Report link:🔗 https://vbp.ac-page.com/advice-operations-research-report-2024Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.

Peter Stathis, aka The Life Insurance Guy, is on a mission to tackle the gap in financial advice around life insurance. His focus? Helping advisers and clients understand that financial protection isn’t just an afterthought—it’s the backbone of any solid financial plan.As Peter puts it, “It’s not your client’s job to tell you what they don’t want. It’s your job to explain why they need it.” With life’s uncertainties, having the right protection in place can make all the difference—whether it’s safeguarding income, supporting a family, or planning for the unexpected.Advisers, don’t overlook the value of life insurance. And clients, don’t underestimate its importance in securing your future.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.

When Deline Jacovides, Founder & Financial Planner at Mazi Wealth, started her business, she knew that success required more than just hard work—it needed smart processes. In this episode, Deline takes us behind the scenes of how she left a steady corporate job to pursue her dream of entrepreneurship. She shares the key moments that tested her resolve, from navigating financial uncertainty to the challenges of building a loyal client base from scratch.What makes Deline’s story unique is her relentless focus on aligning her business with her personal values—something she believes is crucial for long-term success. Listen in as she talks about the importance of mentorship, the hardest lessons she’s learned, and how she turned her initial setbacks into a thriving business that now supports her ideal lifestyle.If you’re someone thinking of starting your own business or if you’ve ever wondered how to overcome the fear of the unknown, this episode is a must-listen.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we explore key strategies with David Haintz, partner at Merchant Australia, on mastering growth in the financial advice industry. From understanding the importance of M&A in today’s market to leveraging the Rule of 40 for business success, David shares his decades of experience.Whether you're running a boutique firm or looking to scale, this episode is packed with actionable insights on navigating growth, managing mergers, and bringing in the right capital partners to take your business to the next level.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we chat with James Wrigley, a financial adviser who’s taken an unconventional path to success by turning financial advice into viral TikTok content. James takes us through his fascinating journey from traditional advisory roles to becoming a digital content creator with a massive following. Learn how his background in finance laid the foundation for his unique approach to social media, the challenges he faced along the way, and why he believes creating accessible, engaging content is key to connecting with a broader audience.James’ insights on balancing compliance with creativity, the importance of consistency in content creation, and the unexpected rewards of building an online community are invaluable for anyone looking to expand their influence in the financial industry.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we dive into the innovative world of online wills with Aaron Zelman, co-founder of Willed and award winner of the IFA Risk Adviser of the Year. Aaron shares his journey from a passionate life insurance adviser to a tech entrepreneur, driven by the need to simplify end-of-life services. Discover how Willed is revolutionising estate planning by offering a streamlined, affordable, and accessible online platform for creating wills, handling funerals, and more.Learn about the critical importance of having a will, the ease of the digital process, and how advisers can integrate these services to better serve their clients. Advisers can team up with Willed and get in touch using this link: willed.com.au/advisers. Don't miss out on this insightful conversation that combines tech, finance, and peace of mind for the future. Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.

Discover how Patricia Garcia, Director of Your Vision Financial Solutions, Co-Founder of Integrated Finance, and Director of FAAA, masterfully manages three different companies. Learn about her journey from biotechnology to finance, and how she balances the demands of multiple businesses while empowering women to achieve financial independence.Patricia shares her strategies for effective time management, maintaining strong client relationships, and leveraging technology to stay ahead. Get inspired by her story and leadership insights!  Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See acast.com/privacy for more information.