MetLife Insights: Recent Episodes
MetLife Australia
Join us as we provide you with lots of practical tips and advice that you can take away and implement in your own business. It’s just one of the ways MetLife is helping advisers stay connected to each other and the advice industry. To find out how to partner with us visit https://www.metlife.com.au/partnerships/advisers/
Mia and Ben Johnson from Keyman Financial Services are halfway through their Professional Year, they share how they found themselves in the industry, their observations as well as diving into their experience into the Professional Year.
To coincide with World Suicide Prevention Day and RUOK Day, Greg shares his mental health journey in this candid podcast with Rachel Towel – from his own personal struggles to volunteering for a mental health support group to help others going through a tough time.
What is Virtual care? Dr Benson Riddle and Jamie Vickers from Teladoc take a deep dive into the benefits and services provided through 360Health Virtual Care.
Matthew Lane, Principal Adviser of Wealth Fundamentals, is there for his clients every step of the way – in particular, at claims time. In this podcast, Matthew shares his learnings and how they’ve enabled him to build a strong and caring claims process.
Mental health and suicide have touched many within the financial advice industry, including Michelle, whose husband took his own life in early 2020. Michelle wanted to share her story to encourage anyone who is struggling, or know someone who is struggling, to reach out – there is always someone willing to help, you just have to put your hand up.Please note: This podcast mentions mental illness and suicide, which some may find distressing. Please take a break or stop the podcast if you are upset while listening and reach out to Lifeline on 13 11 14 or Beyond Blue on 1300 22 4636 if you need someone to talk to.Names have been changed to protect the privacy of those involved.
Noel Lord, discusses with Chair of the FPA Marisa Broome and AFA CEO Phil Kerwin the challenges that the industry is facing and the impact on financial adviser's mental health.
Specialise, specialise, specialise… this is the ethos that lies at the very heart of Curo Financial Services. Over the years, this has allowed Curo Financial Services to not only be great at what they do but has also helped fuel their growth and enabled them to create many centers of influence. In this podcast, Brent Satill, Risk Adviser at Curo Financial Services, explores one of these areas of expertise – claims management.
Michael Smith is Managing Partner of Halpin Wealth, one of South Australia’s largest and longest-serving financial planning companies. In this podcast, Michael shares his tips for success and the power of continually assessing yourself, your processes and your client interactions to ensure you are always on top of your game.
Sam Robinson, Director of Pursue Wealth, prefers to call her clients members of the Pursue Wealth community – a group of like minded people who share the same gusto and passion for financial freedom through wealth accumulation. Sam sees herself as her members’ accountability buddy and in this podcast, Sam shares the various ways she engages with her community to help them plan and achieve their dream lifestyle.
David McLean, former professional football player and tech savvy financial adviser, has effectively harnessed technology to build a successful business, long before COVID forced us to. In this podcast, David shares some of his favourite technology platforms and how he’s implemented them to efficiently and effectively service his clients – both nationally and internationally.
Grahame Evans has seen it all. As a veteran who’s been in the industry for over 40 years, he’s been through every major event since the beginning of the advice industry in Australia. In this podcast, Grahame shares his learnings along the way – including the value of good communication and how he navigated through the 1991 recession.
Listen to Marisa Broome – industry icon, passionate financial adviser and FPA Chair – discuss her financial planning journey and how she’s manoeuvred through these unprecedented times. With so much happening around the world and within the industry, Marisa reminds us to take time out and check in with ourselves to make sure we’re ok. Because only then, can we keep supporting others.In the podcast, Marisa mentions a support service offered by the FPA, called FPA Wellbeing, for any advisers who may be struggling during this time. For more information, visit: https://fpa.com.au/membership/fpa-wellbeing/
Hugh Robertson – industry superstar and 2018 AFA Financial Adviser of the Year – started his business during the GFC and it’s the learnings from that experience that has guided him through these challenging times. He believes now, more than ever, advisers have the opportunity to show their clients their true worth. Hugh calls this the ‘Rocky mentality’ and encourages all advisers to keep fighting, always be on the front foot and show your clients you’re in their corner.