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Are you ready to feel confident and knowledgeable when working with your investment adviser? The Adviser Checkup Podcast is a weekly podcast that explores the highs and lows of working with your investment adviser. Think of me as your own personal advocate and coach here to help you confidently work with your adviser. I'm Kelly. I'm a Chartered Financial Analyst, former Chief Compliance Officer and have over 10 years of experience with investment advisers. I am so excited you have taken this ...
 
The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
 
Delivering best practices and leadership strategies for association professionals. Episodes are published monthly. Interested in being a guest? Don't want to be a guest, but want to hear about a certain topic? Email us at kclark@naylor.com! The Association Adviser Podcast is sponsored by Naylor Association Solutions. Learn about our resources for improved member engagement and non-dues revenue at www.naylor.com.
 
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The Successful Adviser by James McCracken

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The Successful Adviser by James McCracken

James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins

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Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
 
Howard Worth - Chartered Accountants and Business Advisers. Our purpose is to make a positive contribution to our clients, our team and the local business community. We aim to do this by providing a fulfilling and rewarding environment that will inspire us all to improve and develop. This podcast is the latest in our approach, offering an insight into some of the key issues we focus on. Please subscribe to the Howard Worth podcast to receive updates on our latest episodes! For more informati ...
 
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show series
 
View Legal director Matthew Burgess provides useful insights and tips in helping SMSF clients address incapacity issues. In this episode, Mr Burgess explains the potential implications of an SMSF member losing capacity in an SMSF and what can be done to prepare for these kinds of events. He also discusses the role of SMSF professionals in encouragi…
 
This episode is the fourth step in a 10-week series called a DOSE of Financial Wellness. Today we finish reviewing the "O" in DOSE which represents the "organization" phase of our journey. I will discuss how to communicate with your partner regularly and the best way to involve your financial adviser. Think of me as your financial sherpa here to he…
 
Stepping into the industry only seven months ago, Dean Naylor shares why now was the right time for him and how challenges have become opportunities. In this episode of New Broker, tune in to find out: How a close support network is key Why now is a good time to be a mortgage broker Ways to reset and unwind…
 
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a Trappist Six Nations rugby shindig on 4th Feb - all Trappists welcome! Come meet the Trap Pack and inhale some of their greatness A glowing review of the podcast, incredibly mangled by Andy Meat and Potatoes: The Client Acquisition Process in great depth Questions posted…
 
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson and Rob Kingsbury. In this episode our guest speakers discuss the the key considerations for end of tax year planning and discuss how paraplanners can avoid…
 
Insurance Expert, Matt Chapman believes protection for your clients or business is not only important but essential in life. We often perceive this as a sales tool and secondary product rather than a necessity. As a mortgage adviser, where do you start? How do you explain this to clients? Through Matt's coaching programme, he helps to explains the …
 
Alex & Tessa tease what's coming in the next episode of the Advisers Assemble podcast with Insurance Expert, Matt Chapman. The statistics for unprotected mortgages and businesses is astounding, so Matt is helping to change the perspective of insurance through his coaching programme. This episode is brought to you by the team at The Lead Engine…
 
This episode is the third step in a 10-week series called a DOSE of Financial Wellness. Today we continue to review the "O" in DOSE which represents the "organization" phase of our journey. Think of me as your financial sherpa here to help you climb the mountain of financial wellness. During the 10 weeks, we will continue a guided financial wellnes…
 
NSW-based broker Adam Buckley has spent the past two decades dedicated to mortgages and seen the origination and settlement process from nearly all angles. Having been a loan assessor, a portfolio manager, and a bank branch manager, it wasn’t until he became a broker five years ago that he found his true calling. In this episode, host Annie Kane ca…
 
Rhys Schofield joins Alex & Tessa to talk us through Fix My Legals, a conveyancing solution by brokers, for brokers. It's very frustrating to have your property transactions held up by other parties within the home moving process - especially conveyancing. That's why Fix My Legals are affiliated with high-performing partners focussing on 5* service…
 
Alex & Tessa tease what's coming in the next episode of the Advisers Assemble podcast with Rhys Schofield. Rhys is one of the founders of Fix My Legals. Fix My Legals help you find the right conveyancers for you and your transaction, and to hold them to account to make sure your sale progresses quickly, efficiently, and securely. This episode is br…
 
The most significant changes and challenges set to impact SMSF professionals and their clients in the year ahead. In the first episode for 2023, hosts Aaron Dunn and Miranda Brownlee outline some of the legislative, regulatory and systemic changes that SMSF professionals may need to prepare for this year. With the ATO intensifying its compliance fo…
 
This episode is the second step in a 10-week series called a DOSE of Financial Wellness. Today we begin to review the "O" in DOSE which represents the "organization" phase of our journey. Think of me as your financial sherpa here to help you climb the mountain of financial wellness. During the 10 weeks, we will continue a guided financial wellness …
 
Many of us may have made new year’s resolutions for our personal lives this year, but what about for your professional life? In this episode, we unpack top tips to becoming a better leader in 2023. As we kick off a new year, what better time to set the intention for the year ahead and come up with some resolutions for being a better business leader…
 
Alex and Tessa chat with Sophie Blount from Once Upon A Time Media all about bringing out your personality and passion into your content. Follow Sophie on Instagram. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.…
 
In this latest pile of TRAP, the Trap Pack discuss topical issues, including the spat between the CII and PFS a discussion on the big regulatory elephant in the room: Consumer Duty a great question about fees from Devoted Trappist Dan Weston (@mcfplanning) questions posted by our beloved Trappists Chris Thompson and Martyn Sales Culture Corner Link…
 
I am declaring 2023 the year of Financial Wellness. Let's begin this year together on a financial wellness journey. This episode begins a 10-week series called a DOSE of Financial Wellness. Today we review the "D" in DOSE which represents the "dreaming" phase of our journey. Think of me as your financial sherpa here to help you climb the mountain o…
 
Despite being raised by successful brokers, it wasn’t until the pandemic hit that Patrick Johnson, broker at Mortgage Choice Sutherland, began thinking about broking as a career. But since joining, he’s been growing his business and his team, and enjoying the family business. In this episode of New Broker, host Annie Kane catches up with Patrick to…
 
Provide Finance is the award-winning, independent online funding platform which seamlessly connects those borrowers and intermediaries seeking non-regulated lending solutions with lenders from across the UK. It strives to make the lending journey easy to navigate by providing clients with jargon-free, transparent finance solutions which are the bes…
 
Aaron and Miranda delve into the latest SMSF statistics to examine the different clusters of SMSF trustees and how professionals can better service these groups. ATO statistics reveal there are two distinct age groups emerging in the SMSF sector. While younger trustees account for a significant proportion of SMSF establishments, trustees over the a…
 
In this TRAP Christmas Special, the Trap Pack devote an entire show to answering questions from our beloved Trappists. On that note: the Pack would like to say a big “thank you” to all our dear Trappists who have made the show a success to date. We have plans to develop the show further and can only do it with the boost to our egos your feedback an…
 
The last few years have seen an exponential increase in cyber attacks and cyber crime - with the need for strong cyber security of paramount importance. In this special episode of In Focus, shadow minister for cyber security and shadow minister for countering foreign interference, Senator James Paterson joins Phil Tarrant (director - Momentum Media…
 
Today I share the highlights of our top 5 episodes from 2022. You will hear important lessons from each episode and what I have planned for 2023 and beyond. You won't want to miss this easy summary. I will cover summaries of the episodes titled Why Do I Need a Financial Adviser?, A Bear Market Survival Guide, Is Working With 2 Advisers Better than …
 
How will you remember 2022? After the bumper year that was 2021, this year has been filled with surprises and change. While the property market was booming in the first quarter of the year, it quickly gave way to natural disasters, a changing political and economic environment, and a cost of living crisis. In this episode of In Focus, host Annie Ka…
 
Lee Thompson from Protection Matters talks us through how, why and when you might refer protection cases and the process. You'll get to know the types of cases Lee deals with, his background in the industry and the types of cases that get referred into him.Lee Thompson, Alex Curtis による
 
Floundering in a sea of data when it comes time to make a financial decision? There’s a simple way to find your focus. In this episode of The Adviser You Can Talk To Podcast, Andrew Busa and Jeff DeMaso each stake out their one key metric to ensure that your portfolio and your financial plan stay on track.…
 
Hosts Aaron and Miranda celebrate the 50th episode of the SMSF Adviser Show and reflect on the major issues and changes in the SMSF sector this year. In this special episode, Aaron and Miranda highlight some of the memorable guests and topics covered across the 50 episodes of the show so far. They also chat in detail about some of the significant d…
 
It was a tough year to be an investor. The silver lining of a down market is you might be able to take advantage of tax savings. On the other hand, you could be in for a tax surprise if your mutual fund investments distribute capital gains or you end up executing a wash sale. Learn all about these important topics in this episode. As always, be sur…
 
They say the apple doesn’t fall far from the tree, but for Melissa Ashcroft, following in her father’s (John Macalyk) footsteps into broking wasn’t always on the plan. But after entering the industry nine years ago and joining her father’s brokerage, AAA Mortgages, the Sydney-based broker has not looked back, finding satisfaction and success as a c…
 
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Lewis Bryford. This episode looks at how to develop your role as a paraplanner, and how to best retain paraplanners. This i…
 
Camilla Love started F3 — Future Females in Finance to bring more women into the financial services industry. The program — which won the Women’s Community Program of the Year award 2022 from the Women in Finance Awards 2022 — aims to educate young women about careers and finance and nudge as many of the next generation of female talent into financ…
 
In this latest pile of TRAP, the chaps discuss Which coaches and external influences have had the most impact on our development as financial planners/people Business planning for the next 12 months: who does this and why? The Trap Pack answers questions from our beloved Trappists @gp_mantini and Ben F Culture Corner Links referred to in the show: …
 
Earlier this year, The Adviser hosted its New Broker Academy 2022, sharing insights and strategies to help new and prospective brokers succeed in their new career. In this episode of New Broker, we catch up with Brad Cramb, chief executive officer of distribution at the Lendi Group (a platinum partner of the New Broker Academy 2022), to find out th…
 
It's the most wonderful time of the year! Whether you celebrate Christmas, Hanukah, or Festivus you might find yourself looking for that perfect holiday gift. If you want to give a financial gift of value but are tired of the same gift card and cash gift listen to today's episode. I will share my 5 ideas for financial gifts in this year's 2022 Advi…
 
Camilla Love started F3 — Future Females in Finance to bring more women into the financial services industry. The program — which won the Women’s Community Program of the Year award 2022 from the Women in Finance Awards 2022 — aims to educate young women about careers and finance and nudge as many of the next generation of female talent into financ…
 
Alex & Tessa discuss how to edit your own podcast, the tools you can use and where to get music for your intro. You'll hear how it might be easier than you think to do yourself and where you could find help. The Advisers Assemble podcast is brought to you by the team at The Lead Engine who manage lead generation via Google search and content market…
 
The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s Place Wealth and Martin Clark, Landmark IFA. Here they discuss the new Chancellor, the Autumn Statement and taxation in a turbulent 2022. For more information on our professional qualifications and to find out how you can advance your career …
 
Matt Crofts from Crypto Tax Calculator provides an update on what’s happening in the crypto space and highlights important considerations for SMSFs. In light of the recent collapse of cryptocurrency exchange FTX, Matt offers advice on what SMSFs should look for when choosing exchanges, how to keep on top of record keeping requirements, the potentia…
 
What the heck is going on with crypto? The headlines have been inescapable since crypto broker FTX went down in flames. But what actually happened with FTX? Will its failure take down the rest of the crypto-sphere? And what, if anything, does it mean for your portfolio?Adviser Investments による
 
While she’s only been in the industry for two years, Adele Andrews is making a mark on the lives of hundreds of Australian borrowers. As an avid property investor, having a knack for numbers and a passion to help people become a mortgage broker was an obvious decision for Adele. In this episode of New Broker, tune in to find out: Challenges overcom…
 
Are you making these 6 common retirement mistakes? Curious how an investment adviser can help you avoid these retirement pitfalls? Listen today so you don't make a small mistake that can have a big impact on your retirement savings. If you have a goal to retire, invest in a 401(k), are curious about IRAs, or just want to know more about your retire…
 
At the Australian Broking Awards earlier this year, Australia’s Commercial Broker of the Year, Grant Rheuben from Rheuben & Associates, was bestowed the title of Australia’s Broker of the Year 2022. As we head towards the end of the year, in this episode of Elite Broker we catch up with this year’s top broker to find out how he delivers award-winni…
 
Alex and Tessa talk through their current podcast recording equipment and how that may have changed since episode 1. You'll get an idea of what kind of investment you might need to make to get started. Brought to you by the team at The Lead Engine who use podcasting as part of financial services content marketing to generate leads.…
 
In this latest pile of TRAP, the chaps discuss Examples of real financial planning and how it transforms people’s lives FTX and Scam Bankrupt-Fraud The TRAP team answers questions from our beloved Trappists @Aron Gunningham and @JoshuaBromilow Culture Corner Links referred to in the show: Spoof Larry David February 2022 advert for Sam Bankman-Fried…
 
Earlier this year, The Adviser hosted its New Broker Academy 2022, sharing insights and strategies to help new and prospective brokers succeed in their new career. In this episode of New Broker, we catch up with the principal partner of the event, NextGen, to find out their key takeaways from the event and tips for success. Tune in to hear from Nex…
 
It's almost Thanksgiving and that usually means spending some time with family. If you are looking for some tips to start a healthy family discussion around money listen today. I will also share how to best engage your adviser as part of the process. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank y…
 
The economic environment is changing, with rates now rising, house prices falling, and continuing natural disasters and conflicts adding pressure to the growth of the economy. But with any challenge comes opportunity. In this episode of In Focus, partnered by MyState Bank, we catch up with MyState Bank’s head of lender distribution, Blake Albones, …
 
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