The Allied Adviser: Recent Episodes
Michael Lawes
Marc Bineham generously shares a number of lessons that he has learnt during his distinguished career as a financial adviser, AFA president and now founder of the Money Sandwich.
With edition #2 of his new book due to be released, Marc talks us through the financial and life challenges that are faced by the Money Sandwich generation, and how clients and advisers can gain value out of the book.
If you are an aspiring author you'll also get a lot out of Marc's insights around his process for writing and publishing his books.
In this show we talk through the client journey framework and how it relates to nailing your client experience so you attract more prospects and retain more existing clients.
Aaron Zelman is setting about to make end-of-life planning simple, affordable and accessible for all Australians. While continuing to run a successful advice business, Aaron and his co-founders are disrupting the the end-of-life industry with their online will creation platform, Willed. Aaron and I discuss his journey into advice and how Willed is helping clients and advisers implement their estate planning needs.
www.willed.com.au
Andrew Rutter joins us in this episode to discuss his new entertaining and thought provoking book, 'My Future's So Bright I Gotta Wear Shades!' 'Ruttsy' runs through some of the key retirement planning concepts (aside from the financial side of things) within the book that advisers can use to help their clients plan for a fulfilling retirement.
Link to the book on Amazon:
https://www.amazon.com/Futures-Bright-Gotta-Wear-Shades/dp/1685832687/ref=sr_1_2?qid=1652760810&refinements=p_27%3AAndrew+Rutter&s=books&sr=1-2
The focus on cyber risk in our industry has never been stronger. Fraser Jack joins is in this episode to chat through what you need to be aware of when it comes to cyber risk, and how you can approach cyber safety in your business.
Investing in a financial planning business just before a global pandemic, while changing licensees, makes for a steep learning curve. Clinton Teitz has done just that, while making a name for himself as one of Affinia's rising stars. In this episode he talks us through how the FCA Financial team is growing their business and advice offering for long term success.
Craig Gunawardana is the founding director and senior financial adviser at Client First Wealth Management. Since moving on from the corporate world Craig has built an outstanding advice business from the ground up by delivering life changing outcomes to his clients through quality, common sense financial planning. Craig shares how his process is built on a foundation of technology adoption which has helped him scale his business while maintaining an excellent and consistent standard of client experience.
www.cfwm.com.au
Danielle and Michael sit down to discuss why content marketing, and especially podcasting, is such a brilliant way for you to share your message to grow your business and retain more clients.
www.ohmypod.com.au
Award winning adviser, Sacha Burchgart, shares a tonne of insights around her engaging advice process, particularly around the construction of the strategy papers she produces for her clients prior to presenting a statement of advice.
Adding these strategy sessions into the advice process has been tremendously empowering for her clients and really opens their eyes as to what’s possible with their financial situation across a wide range of areas.
https://burcheart.com.au/
Heidi Schwegler from AHS Financial takes us through how she engages with her clients on a deeper level by asking better questions, leaning into robust conversations and also educating her clients.
If you’re looking to up your game in building rapport and trust with your clients then get your pen and paper ready for this one as Heidi shares many practical tips that you can implement in your business right away.
https://heidischwegler.com.au/
https://www.ahsfinancial.com.au/
Today I sit down with award winning adviser, Craig Saville from Finanalyze in Melbourne.
Craig talks us through his journey and how he’s been able to more than double the size of his firm – we take a deep dive into how he’s achieved this through diligent business planning. Craig also recognises that business is a team sport – you’ll love some of the ways that he rewards his team by having a lot of fun along the way.
In this episode we speak with Jason Walker, the CEO of Tribel Advisory, where Jayson leads a national team of financial advisors and planners who service over 15,000 clients and funds under advice of over AU$1 billion.
Jayson shares many of the lessons he’s learned over the years and we discuss how having the right culture, client experience and corporate structure has set the foundations for Tribels long term success.
Nathan Fradley, owner and senior adviser at Lime Financial Planning shares his journey into advice and how he is successfully growing and scaling his business. Nathan discusses how technology is creating efficiencies in his business while also enhancing his compliance and we also talk through Nathans new venture in the world of ethical investing.
https://www.limefinancialplanning.com.au/
The Obstacle is the Way, Ryan Holiday: https://www.amazon.com.au/Obstacle-Way-Ryan-Holiday/dp/1591846358
https://www.ethosesg.com/
Growing your business can be challenging but this adviser has developed a proven system for continued growth.
In this episode we take a deep dive with Jason Chew on how to accelerate the growth of your business by utilising the power of external coaches and how a structured social media marketing strategy can attract the right types of clients into your business.
Jason Chew is a financial planner and owner of Orange Wealth and is passionate about ensuring his clients have the choice to live life on their terms.
Are you looking for a game changing process to enhance your advice?
In this episode we chat with Tim Henry from Aspire Planning and we take a deep dive into Tim's advice process and the innovative ways Tim services his clients through technology adoption and his Game Changer program.