In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice process, where we discuss clients’ “memorable moments” and the Pub or BBQ test, as well as not applying “technology efficiencies” to “speed up” a bad client experience.
Visit Optimo Financial to find out more about the next generation of financial modelling.
Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn
FPA Website
Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn
FINNACLE Website
Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn
Optimo Financial Website
Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn
Real Life Financial Planning Website
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You can get a transcript of this podcast here
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Delivering Advice Differently #1
In this first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have …
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Delivering Advice Differently #2
In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice “as a …
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Delivering Advice Differently #3
In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is …
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Delivering Advice Differently #4
In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a …
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Delivering Advice Differently #5
In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice …
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AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how …
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#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
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Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
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AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
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#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
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AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
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Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …