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PODCAST

The ifa Show

The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au

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All Episodes

24:14

Unlocking the potential of your CRM with Matt Esler

The ifa Show ·

2024/08/28

In this episode of The ifa show, host Maja Garaca Djurdjevic and Matt Esler, co-founder and co-CEO of Padua, explore how financial advisers can maximise the potential of their CRM systems. He emphasises that while CRMs are powerful tools, their effectiveness hinges on the quality of data input. Esler also discusses the importance of personalisation in client relationships, leveraging tools like Padua’s Discover and Research Manager to enhance the accuracy and relevance of financial advice. He

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33:40

Finding the ‘secret sauce’ for advice firm operations

The ifa Show ·

2024/08/21

In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at Elixir Consulting, powered by VBP, to take an in-depth look at some of the key findings from the firm’s recently released Advice Operations Research Report. Clark breaks down the ingredients that make up the secret sauce of great advice firm operations, explaining the areas that the research found make the largest contribution to successful firms and how practice principals can

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32:03

‘Milestone event’: Inside the Entireti, AMP deal

The ifa Show ·

2024/08/14

In this episode of The ifa Show, host Keith Ford is joined by Neil Younger, CEO of Entireti, to discuss the firm’s recently announced strategic partnership that will see Entireti take a majority stake in AMP’s three licensees and the Jigsaw offering. Younger explains how the move will impact the advisers moving across as well as what the deal means for the broader advice landscape. He also covers what the future looks like for licensees, and whether this period of consolidation among the larger

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27:51

‘I’m really bullish on the profession’: The...

The ifa Show ·

2024/08/07

In this episode of The ifa Show, host Keith Ford is joined by Ryan Watson, chief executive of Tribeca Financial, to discuss the importance of bringing more advisers into the profession and why he believes there is currently an incredible opportunity to help people through financial advice. Watson covers the advice firm’s recent expansion with a new Sydney office, how Tribeca goes about attracting talent, and why growth and removing friction from the advice process is an opportunity to help more

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33:54

Don’t wait for the silver bullet of regulatory reform

The ifa Show ·

2024/07/31

In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to break down how the Delivering Better Financial Outcomes reforms will impact advisers and how they can look beyond the shifting regulatory landscape to improve their businesses. Marshan explains how the ongoing financial services reforms have stacked on top of each other to create the unwieldy situation the sector finds itself in, and why streamlining labyrinthine regulation could be an

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30:25

Navigating financial advice and finding a niche

The ifa Show ·

2024/07/24

In this episode of The ifa Show, host Keith Ford is joined by Matt Hale, senior financial planner and director at Rising Tide Financial Services, to discuss where the advice profession is heading and the pressures that are impacting the provision of advice. Hale explains how Rising Tide found its core client base and moulded its offering around their needs as well as the importance of attracting a younger cohort of advisers and the difficulties that can arise in doing so. Listen as they discuss: •

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40:10

Insights on the UK and Australian financial advice...

The ifa Show ·

2024/07/17

In this episode of The ifa Show, host Keith Ford is joined by experienced financial services executive Tony Beaven to take a look at the similarities and differences between the UK and Australian financial advice sectors – and what each can learn from one another. Beaven, who has worked in advice businesses across both countries, explains how the regulators across these jurisdictions work together to improve their processes and how the Financial Conduct Authority in the UK works could inform the

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40:12

‘Sanity prevailed’: How adviser action helped change...

The ifa Show ·

2024/07/10

In this episode of The ifa Show, host Keith Ford is joined by managing director of WT Financial Group Keith Cullen to discuss the recent passage of the first Delivering Better Financial Outcomes bill and the need to expand the advice profession. Cullen explains how advisers engaging with the political process delivered a tangible outcome in the amendments that were made to section 99FA, and why he believes the next tranche of legislation needs to include practical ways for advice firms to

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22:50

The evolving landscape for advice platforms

The ifa Show ·

2024/07/03

On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Matthew Rady, the chief executive officer at BT Financial Group, to discuss the evolution of BT and how its BT Panorama platform stands out in a competitive space. Tune in to hear insights on the importance of embracing digital as well as having a great culture, and how BT is utilising both aspects to enable a “people-oriented business”. Listen as they discuss: How advisers can improve efficiency to service a greater

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33:25

Understanding the regulatory costs impacting advice

The ifa Show ·

2024/06/27

In this episode of The ifa Show, host Keith Ford is joined by Phil Anderson to discuss a range of pressing issues for the advice profession that are adding a cost burden to the provision of advice. Anderson, who is the general manager of policy, advocacy and standards at the Financial Advice Association Australia (FAAA), explains the different mechanisms in how the CSLR and ASIC funding levies are calculated and paid, and why the upcoming RITC changes will impact advice clients. Listen as they

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21:35

Insights from Insignia’s Cable Rickard on evolution,...

The ifa Show ·

2024/06/19

On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Cable Rickard, general manager of Wrap Solutions and Product Integration at Insignia Financial, to discuss the evolution of Insignia Financial, the impact of recent acquisitions, and the future of their flagship platform, Expand. Tune in to hear insights on how Insignia is navigating industry changes, enhancing client service, and leveraging technology to stay ahead in the financial advice landscape. You’ll learn: How

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34:30

Breaking down the impact of the CSLR

The ifa Show ·

2024/06/12

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford following the first Compensation Scheme of Last Resort payments being made to discuss how the scheme is impacting the advice profession. The pair delve into the details behind the CSLR, including how the scheme works and why advisers won’t be on the hook for claims related to mortgage brokers, as well as breaking down the shadow financial services minister stepping up his criticism of the

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17:40

The crucial role of client portals

The ifa Show ·

2024/06/05

In this episode of The ifa Show, hosted by Keith Ford, Hans Egger, managing director of Astute Wheel, delves into the importance of client portals for financial advisers. The discussion centres on the benefits of using client portals to enhance data security and improve the overall client experience. The pair discuss: The critical role of client portals in protecting sensitive financial information from cyber attacks, reducing risks associated with email communications. How client portals improve

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19:25

How PPS Mutual is redefining insurance with CEO...

The ifa Show ·

2024/06/04

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Michael Pillemer, CEO of PPS Mutual, to discuss the sustainability and advantages of the mutual insurance model. Pillemer highlights that the mutual model allows for profit sharing among members, contributing to long-term sustainability and client satisfaction. Despite industry challenges like the adviser exodus and economic crises, PPS Mutual has grown steadily, now serving nearly 12,000 members with 38,000 benefits in

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27:06

The transformative power of data

The ifa Show ·

2024/05/29

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice. Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understanding client advice data and identifying gaps in CRM and portfolio information. The pair discuss: How data-driven insights have revolutionised investment

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23:28

The changing preferences for advice across generations

The ifa Show ·

2024/05/22

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by DASH chief executive officer Andrew Whelan ahead of the Adviser Innovation Summit in June to discuss the intergenerational transfer of wealth. Whelan explains how the wealth transfer is leading to seismic shifts within financial advice, which is compounded by younger generations preferring digital interactions over face-to-face meetings – a trend that financial advisers must adapt to in order to remain relevant. The pair

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36:15

Budget special: Government provides little for advice...

The ifa Show ·

2024/05/15

In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector. They also take a look at some of the measures that were included, as well as why some high-profile topics were left out completely, such as the $3 million super tax being conspicuously absent. Listen as they discuss: The need for more structural change within the taxation system

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27:09

Streamlining the process of advice creation

The ifa Show ·

2024/05/08

In this episode of the ifa Show, host Keith Ford is joined by Ben Neilson, a financial adviser at Complete Wealth, to discuss streamlining the production of advice to help more clients. Neilson breaks down the way he makes advice more efficient and why advisers should be trying to do the same, as well as explaining why taking on more clients doesn’t need to come at the expense of work/life balance. Listen as they discuss: The roadblocks to implementing a more streamlined approach to advice. Why

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27:50

Shadow treasurer urges less government intervention...

The ifa Show ·

2024/05/01

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more. Taylor, a key figure in the opposition, shared his views on a range of issues from the government’s handling of the Quality of Advice Review (QAR) to the challenges facing the Australian economy, including productivity, while also emphasising the principle that superannuation is

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21:03

Why financial advisers should care about responsible...

The ifa Show ·

2024/04/24

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible Investment Association Australasia (RIAA), to discuss the upcoming RIAA conference and how financial advisers can improve their skills in responsible investment. Parker breaks down the areas of focus for the conference and the broader role of the RIAA in shaping investment practices that not only promise returns but also ensure alignment with ethical standards and values. Listen as

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313 results

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