My Risk Adviser Podcast
1) What’s Really Happening in the Risk Advice Market
In this episode of My Risk Adviser, Phil Thompson and Trent Bacon dig into what is actually happening in the insurance advice market, and why risk advice is becoming more specialised than ever.With fe...Show More
2) Exploring the future of financial advice with Phil & Trent
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 ...Show More
3) Paul Milbourne on Why Group Insurance Tenders Are Failing Clients
We’re kicking off Season 5 with Paul Milbourne, tackling the pitfalls of group insurance tenders and why they often fall short of delivering real value.Paul shares his expert insights on:✅ How tender ...Show More
4) Sue Viskovics on how better processes can boost EBIT and client satisfaction
Sue Viskovics 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 con...Show More
Sue Viskovics on how better processes can boost EBIT and client satisfaction
1:01:37 | Dec 15th, 2024
5) Kylie Denton on leading multi-generational advice with understanding and empathy
Kylie Denton has spent 34 years in the financial services industry, and her insights on leadership and emotional intelligence are transforming how advisers connect with clients. From working in underw...Show More
Kylie Denton on leading multi-generational advice with understanding and empathy
45:00 | Dec 3rd, 2024
6) The life insurance conversation advisers need to have – with Peter Stathis
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...Show More
The life insurance conversation advisers need to have – with Peter Stathis
49:30 | Nov 19th, 2024
7) Nathan Fradley on specialist advice for divorce, aged care, and estate challenges
Join us for an eye-opening episode featuring Nathan Fradley, a multi-award-winning independent specialist adviser at Nathan Fradley Specialist Financial Advice, known for his mastery in guiding client...Show More
Nathan Fradley on specialist advice for divorce, aged care, and estate challenges
40:42 | Oct 29th, 2024
8) Deline Jacovides on starting a thriving business through smart processes
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 take...Show More
9) Ashleigh Campbell’s leap from accounting to financial advice
Ashleigh Campbell shares her story of transitioning from accounting to financial advice, driven by a passion to work with people, not just numbers. From discovering financial advice through podcasts t...Show More
10) Mastering growth in financial advice with David Haintz on M&A and scaling your firm
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 m...Show More
Mastering growth in financial advice with David Haintz on M&A and scaling your firm
35:03 | Sep 10th, 2024