SEARCH

The podcasts that caught your attention in 2021

This year, advisers were very keen to find out where they stand and where they’re heading.

As we close off 2021, we look at the top podcasts that caught your attention this year.

Revisit some of these shows to learn about everything from fees to the viability of one-man bands from some of the industry’s best.

  1. Are one-man bands still a viable business option?

Following ifa’s reporting on the large institutions culling single-adviser practices from their ranks, debate was hot in the industry as to whether one-man bands can thrive in the current advice market given the increasing compliance demands.

Advertisement
Advertisement

As such, our team sat down with Peter Mancell and Andrew Wootton from national advice group FYG Planners, and adviser Danny Maher from Fiducia Financial Advice, who ran a single-adviser business for a number of years before scaling up his practice recently.

Find out what they had to say here.

  1. Servicing clients profitably for below $3k

With industry research pointing to the fact that it’s almost impossible to profitably service clients for less than $3,000 in fees, Future Financial Services principal planner Alex McKenzie joined our host to discuss how he balances compliance pressures and affordability issues for his client base in Western Sydney.

Alex unpacked how he keeps his average fees below the “magic number” of $3,000 through a balance of outsourcing, leveraging technology and strong internal admin support.

Click here for more.

  1. What will the adviser of 2025 look like?

Shadforth Financial Group founder and Global Adviser Alpha principal David Haintz joined our team to discuss how advisers can refocus and adapt to develop a value proposition that’s in line with what clients really want.

David unpacked the difference between cost and value, and how advisers can zero in on the activities that create the most value for clients. He also discussed the shift that is likely to occur in the sector over the next few years.

Tune in here.

  1. The question of fees

In this episode of the ifa Show, our team spoke to Perth adviser Paul Stephan, who had overhauled his fee structure to provide more flexibility to clients around when and how they seek advice. 

Paul discussed what prompted him to separate administration from advice fees, why more advisers should consider making ongoing service arrangements a thing of the past, and why he believes episodic advice is the way of the future.

Check it out here.

  1. What next for AMP advisers?

Advisers were very keen to find out what would happen to their AMP peers following the announcement of the firm’s “transformative policies”.

In this episode of the ifa Show, host Sarah Kendell was joined by The Advisers Association chief executive Neil Macdonald to get the latest on how AMP’s dramatic transformation was playing.

Neil discussed the progress in negotiations with advisers being exited out of AMP, how lookback audits are impacting the values planners are getting for their client books, and what the changes have meant from an emotional perspective for affected advisers.

To hear more, click here.

The podcasts that caught your attention in 2021
podcasts 2021
ifa logo

Subscribe to the ifa bulletin

Receive daily online news,analysis, reports and business strategies
By signing up you agree to our Terms of Use and Privacy Policy

Website Notifications

Get notifications in real time and stay up to date with content that matters to you.