Ranked #1
Discover the Future of SOA's with Jason Andriessen & Ben Marshan
Discover the Future of SOA's with Jason Andriessen & Ben Marshan
The Statement of Advice or SOA is a document that outlines recommendations of a financial planner or adviser to a client... Read more
20 Jan 2020
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48mins
Ranked #2
How to do Goals Based Retirement Planning with Glenn Malkiewicz
How to do Goals Based Retirement Planning with Glenn Malkiewicz
Planning a goals based retirement well is essential to ensure that, after your clients work hard for most of their lives... Read more
15 Jan 2020
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1hr 12mins
Ranked #3
How do we connect investment portfolios to Goals-based financial advice?
How do we connect investment portfolios to Goals-based financial advice?
As the industry moves from a sales and distribution market to a more client-centric environment, goals based advice is i... Read more
7 May 2020
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48mins
Ranked #4
How to Find the Next Generation of Financial Advisers, with Alisdair Barr
How to Find the Next Generation of Financial Advisers, with Alisdair Barr
Strict education requirements, an industry-wide test and a reducing number of financial advisers to some, may look like ... Read more
29 Apr 2020
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44mins
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Ranked #5
What does the Financial Advice Landscape look like with Angus Woods
What does the Financial Advice Landscape look like with Angus Woods
In this episode, we speak to Angus Woods, founder of Adviser Ratings, to talk about the most interesting outcomes of the... Read more
22 Apr 2020
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51mins
Ranked #6
Why the pursuit of a goal means so much with Dr Adam Fraser
Why the pursuit of a goal means so much with Dr Adam Fraser
We’ve all heard the phrase ‘it’s not about the destination, it's the journey’. What you might not know is that this clai... Read more
15 Apr 2020
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52mins
Ranked #7
How to profit by systemising the process and humanising the exceptions, with Steve Salvia
How to profit by systemising the process and humanising the exceptions, with Steve Salvia
Financial advisers tend to focus a lot on getting compliance and their back-office operation right while neglecting the ... Read more
26 Feb 2020
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1hr 11mins
Ranked #8
How to Deliver Simple Solutions to Complex Problems with Justine Hendry
How to Deliver Simple Solutions to Complex Problems with Justine Hendry
Clients often have complex problems that demand solutions. Unfortunately, many financial advisers fail to understand the... Read more
20 Feb 2020
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55mins
Ranked #9
The Essentials of Life Planning with Devan King
The Essentials of Life Planning with Devan King
Getting to know your customers is of utmost importance in financial planning. It goes beyond offering policies with reas... Read more
14 Feb 2020
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39mins
Ranked #10
How to match your job with your values with Jay Fergusson
How to match your job with your values with Jay Fergusson
As financial planners and advisers, we face stress and challenges in the industry every day. So what can we do as a comm... Read more
4 Feb 2020
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35mins
Ranked #11
Finding your client's deep relationship with money, with Luna Jaffe
Finding your client's deep relationship with money, with Luna Jaffe
In this episode, we chat with US Adviser Luna Jaffe. Luna is not your normal financial planner, she combines her backgr... Read more
10 Jan 2020
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58mins
Ranked #12
How they provide scaled Intrafund advice to super members with Duncan McPherson
How they provide scaled Intrafund advice to super members with Duncan McPherson
In this episode, we chat with Duncan McPhearson and discuss the need for both ongoing relationship advice and transactio... Read more
25 Dec 2019
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52mins
Ranked #13
A deep dive into Goals-Based Advice with Jacqui Henderson
A deep dive into Goals-Based Advice with Jacqui Henderson
In our 100th episode of the goals-based advice podcast, we chat to Jacqui Henderson, founder & CEO of advice intelli... Read more
19 Dec 2019
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43mins
Ranked #14
GBA on tour at the FPA Congress 2019 with Mitch Anthony
GBA on tour at the FPA Congress 2019 with Mitch Anthony
What does the abbreviation GUM and DUM stand for? And how will it shape the new world of advice? I highly recommend you ... Read more
7 Dec 2019
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12mins
Ranked #15
GBA on tour at the FPA Congress 2019 with Jess Gallagher
GBA on tour at the FPA Congress 2019 with Jess Gallagher
Recently profiled as one of the ‘200 Women Who Will Change The Way You See The World’. Jessica was just 17 when she was ... Read more
30 Nov 2019
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18mins
Ranked #16
How to understand your value, with Kim Payne
How to understand your value, with Kim Payne
In this episode, we chat with business coach, Kim Payne from 9 Rok Consulting about understanding advisers’ value, advic... Read more
12 Nov 2019
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1hr 13mins
Ranked #17
How to invest $70Billion in an overpriced market, with Andrew Fisher
How to invest $70Billion in an overpriced market, with Andrew Fisher
In this episode we chat with the Head of Asset Allocation at SunSuper, Andrew Fisher. We cover topics like: The use of... Read more
21 Oct 2019
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42mins
Ranked #18
Juggling work and life as an adviser and parent, with Trish Gregory
Juggling work and life as an adviser and parent, with Trish Gregory
In this episode, we chat with money nerd, Trish Gregory about her story and one that shaped the type of advice she wants... Read more
13 Oct 2019
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40mins
Ranked #19
How to start goal conversations with Patrick Flynn
How to start goal conversations with Patrick Flynn
In this episode, we chat with the advice innovator, Patrick Flynn. Pat has spent many years solving advisers problems by... Read more
8 Oct 2019
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1hr 4mins
Ranked #20
Happy 1st Birthday GBA!
Happy 1st Birthday GBA!
In this special episode, we celebrate our first birthday! We would like to thank you, our listeners, for tuning in our ... Read more
3 Oct 2019
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5mins
