Podcasts by The ifa Show

How much value do IFAs deliver to clients? from 2020-11-04T05:30:09

The value of advice is often difficult for financial planners to articulate to clients, but new research has quantified the average amount clients could earn per year by engaging an adviser.

How to effectively scale your advice business from 2020-10-28T00:33:11

Many IFA practices struggle with obtaining the efficiency gains necessary to get sufficient scale and profitability in their business.

In this episode of The ifa Show, Iress manager - pra...

IFA Excellence Awards 2020 Finalist Showcase - Dealer Group of the Year from 2020-10-19T00:44:11

In the last IFA Excellence Awards finalist showcase before this year's awards, host Sarah Kendell is joined by Capital Group managing director of financial intermediaries Jorden Brown, as well a...

Investment opportunities in the COVID recovery from 2020-10-14T04:19:09

For better or worse, 2020 has been an unforgettable year in global equity markets, which has forced both fund managers and advisers to look at new ways of doing things.

In this episode of...

ifa Excellence Awards 2020 Finalist Showcase - Investment Adviser of the Year from 2020-10-08T00:27:55

In the first ifa Excellence Awards finalist showcase for 2020, host Sarah Kendell is joined by First Sentier Investors’ Angela Vincent as well as finalists for Investment Adviser of the Year Jam...

The evolution of goals based advice from 2020-10-07T02:01:54

Regulatory change is pushing advisers to include more flexibility and engagement in the way they service clients.

In this episode of the ifa show, Midwinter head of product Ivan Gower and...

Top tips for creating a great end-to-end client experience from 2020-09-24T23:50:21

Now more than ever, advice practices need to have a clear understanding of the ideal client experience they want to create across every aspect of their business.

In this episode of ...

What will the post-COVID advice client look like? from 2020-09-16T05:09:05

The current crisis has provided a much needed boost to demand for advice, but many consumers are still wary about which practitioners they can trust and how much it will cost.
 
In t...

How IFAs can use money coaching in their practice from 2020-09-02T05:25:58

After appearing at the Adviser Innovation Summit 2020, Talking Money's Melissa Meagher delves into the specifics of money coaching and how planners can offer this as a complement to their existi...

Helping clients take advantage of the mortgage market from 2020-08-19T07:39:05

In spite of pandemic-induced job and income losses, the mortgage market has been experiencing a surprising boom thanks to record low interest rates and flat property prices.

In this episo...

COVID-19 as a catalyst for positive change from 2020-08-05T06:33:25

Some advisers are managing to turn the coronavirus crisis into an opportunity to improve their business models.

Kim Payne, managing director of 9rock Consulting, joins host Sarah Kendell ...

How to make your practice more efficient and tech-friendly from 2020-07-22T06:41:45

Manager - practice solutions team at Iress, Kelli Willmer, specialises in helping SME advice practices develop efficient and effective business processes in order to save both time and money. Listen

Providing solutions to clients in financial difficulty from 2020-07-08T06:47:32

According to the director of Synchron, Don Trapnell, the life insurance industry has truly stepped up to the mark since the pandemic began in order to meet the needs of both advisers and consume...

Factoring COVID-19 implications into tax time from 2020-06-23T07:19:49

As the EOFY approaches, advisers are facing the new challenge of providing guidance to their clients around incorporating pandemic-triggered measures into their financial decisions.

In th...

Unpacking compliance with FASEA standards from 2020-06-11T07:16:13

After appearing as a panellist on ifa's recent live webcast, Bryan Ashenden, head of financial literacy and advocacy at BT Financial, delves into the finer details of the FASEA standards with ho...

How adviser business models are evolving post-crisis from 2020-06-03T06:55:55

On this episode of the ifa Show, host Sarah Kendell is joined by Iress' manager-practice solutions team Listen

How COVID-19 has been impacting financial advisers across Australia from 2020-05-27T04:00

In April, Momentum Intelligence conducted a major survey to understand how the coronavirus pandemic has been affecting the nation's professional services across seven different industries.

How regulatory relief is affecting advisers from 2020-05-13T05:31:38

On this episode of The ifa Show, host Sarah Kendell is joined by Australian Unity Advice's executive general manager, Matt Brown, to discuss the impact of the government's relief measures on adv...

How to prepare to sit the FASEA exam remotely from 2020-04-29T05:26:59

With all face-to-face FASEA exam sessions replaced with online exams as a result of COVID-19 and the bill to extend the 1 January 2021 compliance deadline in limbo, many advisers are expressing ...

Connecting with clients in a digital world from 2020-04-15T02:38:55

Faced with the challenge of engaging with a new generation of clients, head of partnerships at Advice Intelligence Fraser Jack tackled the issue head-on - by starting his very own podcast.

FPA’s CEO on guiding clients through the COVID-19 crisis from 2020-04-01T05:47:12

On this episode of The ifa Show, CEO of the Financial Planning Association (FPA) Dante De Gori provides his take on navigating the current climate as a financial adviser.

Dante joins host...

Establishing the purpose of our retirement income system from 2020-03-18T04:03:21

According to Martin Heffron, executive director of Heffron SMSF Solutions, the root cause of Australia's retirement income system's constant state of complexity and change is that it has no clea...

Why advisers need to act now on implementing new legislation from 2020-03-04T04:17:39

Daniel Brammall considers the imminently legislated recommendations following the financial services royal commission as an opportunity for advisers to transition their business to true independ...

Software support for IFAs from 2020-01-22T04:59:12

In this episode of The ifa Show, host James Mitchell is joined by Kelli Willmer, manager of the practice solutions team at Iress, to discuss the importance of best practice guidance around techn...

The importance of balancing risk vs returns from 2019-12-18T02:04:27

Understanding risk is a critical factor in assessing whether an asset is suitable for a client's portfolio and is a core component of Philip Ryan’s fund management philosophy.

Philip is t...

How the financial advice industry can increase market penetration from 2019-12-11T05:36:22

In this episode of The ifa Show, CEO of Hamilton Wealth Management, Will Hamilton, joins host James Mitchell to explore the adversities that are currently being experienced in the financial advi...

Put your stocks to work by lending them out from 2019-10-14T05:51:02

FInClear's head of equity finance Alev Dover sits down with ifa editor James Mitchell to discuss why the launch of Australia's first HIN-based securities borrowing and lending platform.

I...

How to start your own IFA business from 2019-09-11T05:15:53

In this episode of The ifa Show, FinClear director Tony Lynch discusses the ins and outs of setting up your own practice. From the business planning stages to finding a niche, this episode cover...

The Difference between Independent Vs Aligned Advisers from 2019-08-07T01:33:27

In this episode of the ifa show, MLC General manager of distribution Geoff Rogers joins host James Mitchell to discuss the changes in the financial advice processes.

Geoff discusse...

Adapting to a culture of innovation from 2019-06-19T06:35:50

In this episode of the ifa show, NetWealth joint Managing Director Matt Heine joins host James Mitchell to talk about financial advice and the advice process. Matt talks about the friction points i...

The big questions every adviser should be asking from 2019-05-30T00:13:46

Momentum Intelligence recently demonstrated the impact that market research has by driving real change in the mortgage broking sector, which was in danger of being ruined by the royal commission. I...

The big issues set to impact financial advisers from 2019-05-08T04:29:16

In this episode of the ifa Show, Lifespan Financial Planning CEO Eugene Ardino joins host James Mitchell to analyse the financial advice sector in light of the recent royal commission findings and ...

Rethinking the traditional dealer group from 2019-04-10T07:04:35

In this episode of the ifa Show, CEO of Centrepoint Alliance, Angus Benbow, joins host James Mitchell to reflect on his entry into the financial services sector following a 10-year career in the de...

The story behind the story: Now is the time to make money off drugs from 2019-03-06T00:34:48

Now is the time to make money off drugs – at least according to the cover story for this month’s edition of the ifa magazine. Editor of ifa James Mitchell is joined by journalist Eliot Hastie to di...

The biggest breaking news stories of 2018 from 2018-12-25T21:00:05

In this special episode of the ifa Show, host James Mitchell is joined by the journalists from Momentum Media’s wealth and wellness titles. Tune in as they discuss the biggest stories that shaped t...

Addressing financial wellness within the workforce from 2018-11-21T04:05:07

In this episode of the ifa Show, managing director of Financial Advice Matters, Darren Smith joins host James Mitchell to share his stance on financial wellness within the sector, and the adviser e...

Challenging the traditional financial advice model from 2018-11-14T02:37:48

In this episode of the ifa Show, CEO of Experience Wealth, Steve Crawford joins host James Mitchell and tells his story of how he went from a first job completely removed from the finance industry ...

Keeping the human connection in a sector driven by technology from 2018-11-07T04:12:53

Recorded live at the IFA convention 2018, ifa editor James Mitchell catches up with netwealth’s Nick Mitchell, Experience Wealth’s Steve Crawford and Sufficient Fundz’ James Millard to delve into t...

How international trends create risk and opportunity for Australian investors from 2018-10-16T02:58:47

In this episode of the IFA Show, host Katarina Taurian is joined by John Guadagnuolo, investment manager from Antares Equities, to discuss how shifts in global demographic trends can impact the pro...

Building a more productive business with Praemium from 2018-09-12T04:56:50

In this episode of the IFA Show host James Mitchell is joined by the chief executive of platform provider Praemium Michael Ohanessian, to discuss how their service is helping to increase client eng...

Keeping clients front and centre from 2018-07-18T04:01:15

NAB general manager of wealth distribution Geoff Rogers dropped by the studio to recap the 2018 ifa Business Strategy Day, where he ran a session on client centricity and practice management. Geoff...

The UK independent advice experience from 2018-07-04T00:00:56

Ahead of Australia’s inaugural IFA Convention in September 2017, ifa speaks to Gillian Cardy, founder of the UK’s IFA Centre and an advocate of the global independent financial advice movement, abo...

Rebuilding client trust and adopting the 'growth mindset' from 2018-05-15T05:44:51

Acclaimed American author and motivational speaker Rick Capozzi speaks to The ifa Show on the sidelines of the Netwealth Study Tour in New York City about how advisers can rebuild trust with consum...

Between hearings: recap of royal commission’s first round from 2018-04-13T02:32:24

With the second round of hearings for the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry around the corner, The ifa Show speaks to Momentum Media’s ...

FPA chair addresses member criticism from 2018-02-23T01:05:44

In this special edition of The ifa Show, Aleks Vickovich gives Financial Planning Association chair Neil Kendall an opportunity to respond to some of the most commonly heard member concerns around ...

The ‘Four Seasons’ approach to client service from 2018-02-20T05:29:33

Named Thought Leader of the Year at the ifa Excellence Awards 2017, Hamilton Wealth Management principal Will Hamilton is passionate about client service and the value of advice. He dropped by The ...

How a migrant from Africa built a $21 billion FUA empire from 2018-01-19T03:16:43

Joe Duran arrived in the US from Zimbabwe with just $200 to his name and now sits at the helm of a registered investment advisor (RIA) firm with $21 billion in funds under advice. In this special e...

Royal commission, regulation and the regions from 2017-12-14T04:48:31

In the aftermath of the announcement of a royal commission into banking, superannuation and financial services, Senator John ‘Wacka’ Williams speaks exclusively to The ifa Show from his Parliament ...

The art of adviser storytelling from 2017-11-28T03:49:11

ifa assembles a range of communications experts and practising advisers to talk value propositions and kickstarting a content strategy. Richard Dunkerley from Zurich, Naomi Christopher from Midwint...

'Independence and Innovation’ live @ IFA-CON from 2017-09-19T06:31:49

This special episode of The ifa Show features a rapid-fire discussion live from Australia’s first IFA Convention. Featuring four very different perspectives – a technology provider, a practising ad...

Trump, Wall Street and America’s IFA revolution from 2017-08-31T07:21:45

In May 2016 ifa first reported that New York-based Focus Financial Partners was entering Australia via acquisition of Melbourne boutique MW Lomax. Armed with a war chest and a hunger for more Aussi...

How RegTech will impact financial advice from 2017-08-10T07:00:09

RegTech is the latest buzzword making waves in global financial services, and with adviser compliance burdens through the roof, this may be a positive outcome. Former AFA policy chief and RegTech e...

Foreign ownership of financial services from 2017-07-06T00:00

On the sidelines of the AIOFP conference in Tokyo, Japan, M&A consultant Steve Prendeville joins The ifa Show to chat about the increasing influence of foreign buyers in Australian financial servic...

Reflections on FOFA and fintech from 2017-04-13T03:59

Former Labor MP Bernie Ripoll, the man behind the Rudd-Gillard government’s Future of Financial Advice reforms, joins The ifa Show to reflect on his time in politics and the debates still raging in...

Changing of the guard at the AFA from 2017-03-27T23:48:43

In his first week in the job, freshly appointed CEO of the Association of Financial Advisers and former Zurich exec Philip Kewin drops by to discuss his views on the Life Insurance Framework, manda...