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Adviser Podcast

Life Insights - Michelle's Story Transcript

Life Insights - Michelle's Story Transcript

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.  READ MORE
Life Insights - Mental Health Transcript

Life Insights - Mental Health Transcript

Noel Lord talks to FPA Chair Marisa Broome and AFA CEO Phil Kewin about the mental wellbeing of financial planners and others in the financial services industry, especially in the wake of the COVID-19 pandemic. READ MORE
Life Insights - Brent Satill Transcript

Life Insights - Brent Satill Transcript

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. READ MORE
Life Insights - Michael Smith Transcript

Life Insights - Michael Smith Transcript

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. READ MORE
Life Insights - Sam Robinson Transcript

Life Insights - Sam Robinson Transcript

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. READ MORE
Life Insights - David McLean Podcast Transcript

Life Insights - David McLean Podcast Transcript

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. READ MORE
Life Insights - Grahame Evans Podcast Transcript

Life Insights - Grahame Evans Podcast Transcript

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. READ MORE
Life Insights - Marisa Broome Podcast Transcript

Life Insights - Marisa Broome Podcast Transcript

This transcript is from the MetLife Insights podcast with Marisa Broome- industry icon, passionate financial adviser and FPA Chair. READ MORE
Life Insights - Hugh Robertson Podcast Transcript

Life Insights - Hugh Robertson Podcast Transcript

This transcript is from the MetLife Insights podcast with Hugh Robertson – industry superstar and 2018 AFA Financial Adviser of the Year. READ MORE

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