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Life Insights Podcast

MetLife adviser podcast series

Join us as we interview financial advisers and industry experts to 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.

Transcripts

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.
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.
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.
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.
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.
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.
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.
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.

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