My Risk Adviser: Recent Episodes
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My Risk Adviser (formerly known as Wish You'd Known) is a podcast for Australian financial advisers hosted by Phil Thompson, bringing together industry leaders and experts to help excel you on your professional journey.
Join the My Risk Adviser facebook group for all advisers who want to learn more and connect with like minded people.
My Risk Adviser is produced by SYMO interactive.
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.
Growing a financial advisory business can be tough. But John Cachia, Founder and CEO of Thriving Wealth (formerly known as AFA Group Wealth), shares his secrets to success in this episode. He reveals the mindset shift that tripled his profits, and why building a talented and empowered team is crucial.
You'll also learn how a strategic rebrand can make a big difference. John's journey is filled with valuable lessons about overcoming challenges and learning from the past. If you're looking for actionable insights to achieve sustainable growth and deliver exceptional client experiences, then tune in and hear John's unique perspective and innovative strategies!
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.
Join us for a relaxed chat with Rob Vitnell, Managing Director of AFRM, as he shares his journey from a commerce student to a leader in risk insurance. In this podcast, Rob delves into how specialising in risk transformed his career and enhanced client support during crucial times.
Discover the critical role of claims management and how deep industry knowledge enriches both professional and client experiences in the intricate world of risk insurance.
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, Ben Donald, Managing Director at Austbrokers Life, shares his passion for the industry and how he's seen it evolve, especially post-Covid. Ben's journey from a humble start in a one-man band financial practice to mastering life insurance specialisation provides a unique perspective on the importance of this often-overlooked safety net.
Dive into the complexities of life insurance and discover why staying informed and updated could be crucial for your financial health.
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.
Meet Jess, turning the financial industry on its head by making finance fun and accessible. From corporate high-flyer to financial educator, Jessica's programs are designed to empower you with the knowledge to make savvy financial decisions.
Join her as she breaks down complex money matters into easy-to-understand lessons that can set you on the path to financial independence.
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.
Join us on this episode as Bradley Gecelter, a partner at Priority Life, shares his unique journey from working in hospitality to becoming a financial planning expert. Discover the pivotal moments, mentorship, and the crucial decision-making that propelled him into the world of finance.
Tune in for insights on building a successful career, the importance of patient mentorship, and balancing work-life in the high-stakes world of financial advice.
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.
Tune in to our latest podcast episode featuring Ben Herzog, where he shares his fascinating transition from a commissioned army officer to a financial advising expert.
Dive into the stories behind the inception of Blue Ocean Wealth Management, the challenges of reshaping a business model, and the power of continuous learning. This episode is a goldmine for anyone interested in the intersection of discipline, finance, and personal growth.
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, listeners get a unique glimpse into Tyson Holmes' journey from being a promising soccer player in Melbourne to a skilled financial adviser and insurance specialist at MWL Financial Group.
Tyson balances a high-demand career with personal life. His insightful anecdotes and practical advice are a treasure trove for anyone curious about the realities of working in finance or striving for work-life harmony.
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.
With over 35 years of experience in the life insurance industry, David Spiteri has always found immense satisfaction in collaborating with financial advisers, offering them unparalleled technical support on life insurance matters.
Dive deep into the "Life Tech Assist Resource Centre" - a treasure trove of comprehensive insurance materials designed to make life easier for both advisers and their clients. Join us on this episode of making insurance effortlessly understandable!
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.
Welcome back for another season of My Risk Adviser! In this episode, Phil chats with Marc Fabris, the trailblazing mind behind Risk Hub. Listen in as Marc gives us the lowdown on the advancement of insurance advice through digital software. Plus, get the scoop on his journey from Australia to Switzerland, and how it all ties into his vision for the future of risk management.
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.
Guy Mankey has been in risk advice for 43 years - wow! Guy shares about his journey in the industry and his personal philosophies around giving insurance advice.
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My Risk Adviser is produced by SYMO interactive.
What's more powerful than a referral? A shining endorsement! Phil chats with business success coach Steve Salvia from Blackwing Consulting about making friends in business who trust you enough to recommend you to their network. Steve walks through an adviser-accountant relationship as an example.
Join the My Risk Adviser Facebook community for Australian advisers.
My Risk Adviser is produced by SYMO interactive.
After many years in financial planning, Anthony Campbell took the plunge to become self employed and start Business Risk Solutions, an insurance-only advice practice. Anthony chats about what the transition has been like and how the business journey is going 18 months on.
Join the My Risk Adviser Facebook community for Australian advisers.
My Risk Adviser is produced by SYMO interactive.
Alex Luck & Scott Taylor co-founded their advice practice Everest Wealth a little over 4 years ago. Before this, Scott was working as a BDM for insurance companies and super funds while Alex was employed as an adviser. They chat with Phil about how and why they got started, how the business is going and what's in the future for Everest Wealth.
Join the My Risk Adviser Facebook community for Australian advisers.
My Risk Adviser is produced by SYMO interactive.
Shaun Clements from NOR Financial returns to the show! Phil and Shaun chat about the last 12 months for risk advice, particularly the changes to income protection and the quality of advice review.
Join the My Risk Adviser Facebook community for Australian advisers.
My Risk Adviser is produced by SYMO interactive.
If you want to drive growth in your practice, be intentional about designing your employee experience not just your client experience. HR consultant Shelley Johnson from Boldside Consulting chats with Phil about some steps that business owners can take to build a healthy team that kicks goals.
Join the My Risk Adviser Facebook community for Australian advisers.
My Risk Adviser is produced by SYMO interactive.
The team at Super Fierce are on a mission to empower women financially and they're starting with super. They're helping Aussies easily compare and switch to lower cost super funds, potentially saving them thousands. Phil chats with Trenna Probertand Gemma Mitchell about how the platform works, their free SOA (yes you read that correctly) and what opportunity there is for advisers and Super Fierce to partner together.
You can even play Blingo to find out how much cash you'll need for your dream retirement! https://www.growgold.com.au/
Join the My Risk Adviser Facebook community for Australian advisers.
My Risk Adviser is produced by SYMO interactive.
Growing your team? Alisdair Barr from Striver unpacks the current landscape for grad recruitment in financial services and things that businesses can do to attract and keep great talent.
Join the My Risk Adviser Facebook community for Australian advisers.
My Risk Adviser is produced by SYMO interactive.
After spending a decade as a financial adviser, Lexi Smith started MoneyVine to help people get on top of their finances as a money coach. Phil and Lexi chat about how a coach differs from an adviser or financial counsellor and Lexi shares the powerful reason that led her to make the switch from advice to coaching.
Join the My Risk Adviser Facebook community for Australian advisers.
My Risk Adviser is produced by SYMO interactive.
Welcome back for another season of My Risk Adviser! In today's episode Fraser Jack from The Cyber Collective shares some key safety measures that financial professionals can implement to safeguard sensitive client data and reduce the risk of being hacked. Join the My Risk Adviser Facebook community for Australian advisers.My Risk Adviser is produced by SYMO interactive.
Does your practice have an effective strategy to bring in new clients? Mel Ware, Head of Marketing & Brand at Zurich and OnePath breaks down the steps for setting up a marketing plan to attract your ideal client.Check out the extra resources below:https://www.onepathclarity.com.au/engagehttps://www.zoneeducation.com.au/Join the My Risk Adviser Facebook community for Australian advisers.My Risk Adviser is produced by SYMO interactive.
LifeBid is a technology solution working to make life insurance more efficient and profitable for advisers and insurers while enabling Australians to better access quality advice and cover. Phil chats with LifeBid founder, Brett Wright.Join the My Risk Adviser Facebook community for Australian advisers.My Risk Adviser is produced by SYMO interactive.
Marie Bailey is the head of Client Services at Skye Wealth and has worked in numerous financial services support roles over the years. Phil and Marie chat about the value of support staff within advice practices, and how advisers and CSOs can get the most out of each other to better serve their clients.Join the My Risk Adviser Facebook community for Australian advisers.My Risk Adviser is produced by SYMO interactive.
After many years working as a BDM in the corporate finance industry, Blair Jamieson joined a small business advice firm and shares about the experience in today's episode.Join the My Risk Adviser Facebook community for Australian advisers.My Risk Adviser is produced by SYMO interactive.
Do your clients see you as a subject matter expert? Jason Knight designs authority brands for thought leaders and explains how advisers can build trust in the community by solving their customer's pain points, ultimately attracting clients and becoming more referable.Find your authority score: https://designingauthority.scoreapp.com/Connect with Jason: https://www.askjasonknight.com/Join the My Risk Adviser Facebook community for Australian advisers.My Risk Adviser is produced by SYMO interactive.
How do advisers navigate premium increase conversations with clients? John Righetti, Head of Advice at ABFS Group joins Phil on the show for this chat.Join the My Risk Adviser Facebook community for Australian advisers.My Risk Adviser is produced by SYMO interactive.
From generalist to specialist, Martin McGrath shares how he gradually stripped back his business services to solely specialise in the retirement space.Join the My Risk Adviser Facebook community for Australian advisers.My Risk Adviser is produced by SYMO interactive.
Phil and Glen James discuss ASIC's crackdown on social media influencers who discuss financial products and services online and the opportunity for advisers in the online space.For the ASIC information sheet click here.For how to start a podcast (hehe) click here.Join the My Risk Adviser Facebook community for Australian advisers.My Risk Adviser is produced by SYMO interactive.
Do you recommend stepped premiums or level premiums? Joining Phil for a robust chat about the pros and cons of both is Vince Scully from Life Sherpa.Join the My Risk Adviser Facebook community for Australian advisers.My Risk Adviser is produced by SYMO interactive.
Today we're sitting down with Katherine Hayes to talk about the recent APRA announcement on 24 March about the delay to income protection changes. We chat about what's happened to date, where things are at now and where to from here.Join the My Risk Adviser Facebook community for Australian advisers.My Risk Adviser is produced by SYMO interactive.
Deline Jacovides took the plunge of starting her own financial planning business Mazi Wealth after 12 years in the industry. She chats with Phil about her inspiration for starting the business and the role social media played, her ideal client and the practicalities involved in becoming self employed.Join the My Risk Adviser Facebook community for Australian advisers.My Risk Adviser is produced by SYMO interactive.
In today's chat with guest James Millard from Sufficient Funds we get into the ins and outs of giving holistic financial advice vs scoped like risk only.Join the My Risk Adviser Facebook community for Australian advisers.My Risk Adviser is produced by SYMO interactive.
Are you or someone you know thinking about making the move from a corporate career to the financial advice space? Chris Matlock did exactly that and shares what he did to prepare, the transition and some key learnings in the process.Are you in the advice industry? Join the My Risk Adviser Facebook community.My Risk Adviser is hosted by Phil Thompson.
Phil and financial adviser Grant Millar discuss the needs analysis process and how advisers determine the level of insurance cover for a client.Are you in the advice industry? Join the My Risk Adviser Facebook community.My Risk Adviser is hosted by Phil Thompson.
Phil chats with Jason Milosevski from PPS Mutual about how BDMs and advisers can better work together and add value to each other.Are you in the advice industry? Join the My Risk Adviser Facebook community.My Risk Adviser is hosted by Phil Thompson.We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Paul Milbourne is Head of Risk Insurance at Findex Australia and New Zealand and shares some insights for how to work and build up accounting referral relationships.Are you in the advice industry? Join the My Risk Adviser Facebook community.My Risk Adviser is hosted by Phil Thompson.We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Those wishing to become an adviser will undertake what is termed 'the professional year'. Provisional risk adviser Azaria Bell is currently undertaking her professional year and joins Phil for a chat about what's involved along with her experience of doing it in a remote, risk advice only practice. Are you in the advice industry? Join the My Risk Adviser Facebook community.My Risk Adviser is hosted by Phil Thompson.We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
How does general advice differ from personal advice? Joining Phil for this conversation is Tony Smilevski who runs a general advice business model for insurance.Are you in the advice industry? Join the My Risk Adviser Facebook community.My Risk Adviser is hosted by Phil Thompson.We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
In today's episode we hear how advisers Phil Thompson, Brett Wright and Shaun Clements set up their pricing for providing risk insurance advice and how each business model works and differs. Brett runs 100% commission-only advice, Shaun offers fee for service advice and Phil runs a hybrid model of both. Are you in the advice industry? Join the My Risk Adviser Facebook community.My Risk Adviser is hosted by Phil Thompson.We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Understanding the claims process and what an assessor needs can be highly beneficial to getting your client's claim approved faster. Natasha Roberts is a claims specialist at Zurich and joins Phil for a chat about how assessors and advisers can work better together at claim time.Are you in the advice industry? Join the My Risk Adviser Facebook community: https://www.facebook.com/groups/myriskadviserMy Risk Adviser is hosted by Phil Thompson.We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Will Johns from ClaimRight joins Phil for a robust conversation around claims management. This episode touches on the key elements involved in a building a claims process, dealing with complex claims, protecting yourself as an adviser and more.Are you in the advice industry? Join the My Risk Adviser Facebook community: https://www.facebook.com/groups/myriskadviserMy Risk Adviser is hosted by Phil Thompson.We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Head of Individual Life at Zurich and One Path, Andrew Casperson, chats with Phil about the product design process of the new income protection policy along with dealing with APRA and the Actuaries Institute's guidelines plus upcoming changes.Are you in the advice industry and want to join in on the discussion? Jump into My Risk Adviser Facebook group: https://www.facebook.com/groups/myriskadviserMy Risk Adviser is hosted by Phil Thompson.We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Integrity Life are a new entrant to the life insurance market so Phil chats with Russell Hannah, GM of Sales, Marketing, CX and Product about the unique challenges and opportunities the team faced when entering the market. They discuss bringing life insurance into a digital age, the opportunity to be agile and innovative, building from the ground up + more!Are you in the advice industry and want to join in on the discussion? Jump into My Risk Adviser Facebook group: https://www.facebook.com/groups/myriskadviserMy Risk Adviser is hosted by Phil Thompson.We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
In this episode, Phil chats with Adam Crabbe who is a risk strategy specialist at Zurich and One Path about the impact of recent legislation changes on insurers.Are you in the advice industry and want to join in on the discussion? Jump into My Risk Adviser Facebook group: https://www.facebook.com/groups/myriskadviserWe acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Specialist risk advisers, Katherine Hayes and Shaun Clements chat with Phil Thompson about their experiences navigating the income protection policy changes that came into effect from 1 Oct 2021.Are you in the advice industry and want to join in on the discussion? Jump into the My Risk Adviser Facebook group: https://www.facebook.com/groups/myriskadviserWe acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
We can't wait to bring you another lot of episodes very soon! Take a listen to what's coming up for the show, including a couple of changes.Help us understand how to make content that's better for you by taking a minute to answer this questionnaire: https://symointeractive.typeform.com/to/YFpBknqS
A new season hosted by Phil Thompson is coming soon!Are you in the advice industry and want to join in on the discussion? Jump into My Risk Adviser on Facebook: https://www.facebook.com/groups/myriskadviser
Glen and Danni catch up with Ben Donald from Aust Brokers. This episode is full of wish you'd known gold that you can use with your referral partners right away!Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Want more organic growth and leads from Google? Dan Brown shares what he does in his business!Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Jess Brady and Glen Hare started Fox & Hare from scratch. They put a lot of time and effort with focus groups prior to building their advice offering. They are now a few years in and things are running pretty good. One challenge they, like you, are facing is absurd premium increases and how to navigate this with clients.Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Nick Fanto shares his story around being a risk adviser, with a focus on business insurance.Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
We all see articles in the press with the acronyms FSC but many people may not know who they are and who they represent. On this episode, you'll hear from CEO Sally Loane.Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Vince Scully runs Life Sherpa - Australia's first online only financial adviser and has a fascinating story about Life Sherpa and how he sees the world.Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
We're back with Phil Thompson on how and why he moved from a general financial adviser to risk specialist. We cover how he positions and prices the advice process, his view on claims, CRM's for his processes and what is and isn't working in his business.Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Phil Anderson is the General Manager of Policy & Professionalism at the Association of Financial Advisers (AFA). Phil gives us an update of the lay of the land and what it means to you.Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Phil Thompson and Jason Knight join us to chat about making your business stand out!Jason Knight: Moved By DesignAre you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Katherine Hayes is a risk specialist with many years of experience. She is a true wealth of knowledge. We know you will find this episode inspiring!Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
“Bloody underwriting is ruining my life,” said every insurance writer at some stage…. each week.In this chat we retrofit this gripe and cut straight to the business end, claims. We ponder and poke Sheriff Hama Head of Retail Claims at Zurich with your questions on the mind and the spine. You could say this is an attempt to understand why they are such stringent parameters at underwriting.In addition to your direct mind and spine questions Sheriff shares his thoughts on how to best support mental health and musculoskeletal claimants and how to optimise the rehabilitation and support resources available to all claimants.Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
The advice industry is changing - insurance is changing, the only constant is claims. Your clients will have claims & in this episode we speak to Sheriff Hamza Head of Retail Claims at Zurich to explore what you can do to prepare for the inevitable ‘I think I need to make a claim’ call.This wish you’d known chat will help you fire up a 1st class claims service. Its worth your attention because aside from being the right thing to do, benchmarking data tells us on average happy claimants refer 7 more clients. Wowsers!Sheriff, Danni and Glen explore a whole stack of things including disclosure consideration, waiting period impacts, flow on impacts of career breaks, Agreed & endorsed agreed nuances, and the ol’ pros & cons of Tele Underwriting debate.Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Adam Crabbe is a strategy specialist at Zurich and a detail over achiever. Today he spends much of his day in the insurance research space but this PDS aficionado cut his teeth in the industry as a planner. During his planning days he also provided education for Kaplan, and still holds his CFP.So we got him in helps us understand what you need to know when it comes to lump sum cover and we asked him to hone in on the details devils that will expediate or delay moola hitting the bank at claim stageIn this chat we cover: - Terminal illness nuances- TPD non working definitions- TPD partial benefits & functional assessments- Child trauma positioning- Ownership tips- Gainful employment impactsAre you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Adam Crabbe a Strategy Specialist at Zurich we will be meandering through the Income Protection maze to uncover those detail devils that have tangible impact on monthly benefit moola.We cover-fluctuating income & its impact on pre-disability income-variations in market definitions and partial/ total disability intricacies.-waiting period nuances what can cause them to restart-monthly benefit period traps and what you need to know to determine ‘off work’.-what you need to know about the frenemy situation between IP & SIS so you can steer clear of enemy lines.Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
Product research expert, aka PDS nerd Adam Crabbe – (Psst…. he’s also been an adviser and holds a CFP qualification) - sifts through the PDS haystack to unearth those detail devils that emerge when the rubber hits the claims road.We explore~the flow on impacts of occupation variations~time off work and the gig economy~sneaky contract variations, particularly those that exist in trauma~inbuilt exclusions and effective affordability leversAre you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviserWish You'd Known is hosted by Glen James and Danni Visser.Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.