My Risk Adviser

Welcome back for another season of My Risk Adviser! In this episode, Phil chats with Marc Fabris, the trailblazing mind behind Risk Hub. Listen in as Marc gives us the lowdown on the advancement of insurance advice through digital software. Plus, get the scoop on his journey from Australia to Switzerland, and how it all ties into his vision for the future of risk management.

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The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

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Sue Viskovic dives deep into the operational backbone of successful advice firms and shares how defined processes aren’t just about compliance—they’re key to scalable, high-quality service.

In our conversation, Sue discusses the findings from the Advice Operations Research Report, revealing how documented workflows and smarter processes directly boost EBIT. The report uncovers the secrets of high-performing teams, including how to overcome productivity challenges, improve service delivery times, and create a culture that staff value. It also dives into training, outsourcing, and the specific techniques successful practices use to elevate efficiency and client satisfaction.

Whether you’re focused on profitability, client experience, or team growth, these insights will transform how you approach your operations.

Advice Operations Research Report link:

🔗 https://vbp.ac-page.com/advice-operations-research-report-2024

Join the My Risk Adviser Facebook community for Australian advisers.

The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

Hosted on Acast. See acast.com/privacy for more information.

Kylie Denton has spent 34 years in the financial services industry, and her insights on leadership and emotional intelligence are transforming how advisers connect with clients. From working in underwriting and claims management to developing a structured, emotionally intelligent framework for financial advisers, Kylie highlights the critical role emotional intelligence plays in fostering meaningful client relationships.

As Kylie points out, today’s financial advisers must navigate the complexities of generational shifts and evolving client expectations. It’s not just about the technical side of financial advice—it's about understanding values, building trust, and using emotional intelligence to guide clients through their financial journeys.

In this episode, we dive deep into how advisers can use emotional intelligence and structured frameworks to create consistency and enhance client interactions, while also adapting to the ever-changing dynamics of the industry. If you’re looking to level up your advisory approach, this episode is a must-listen.

Join the My Risk Adviser Facebook community for Australian advisers.

The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

Hosted on Acast. See acast.com/privacy for more information.

Peter Stathis, aka The Life Insurance Guy, is on a mission to tackle the gap in financial advice around life insurance. His focus? Helping advisers and clients understand that financial protection isn’t just an afterthought—it’s the backbone of any solid financial plan.

As Peter puts it, “It’s not your client’s job to tell you what they don’t want. It’s your job to explain why they need it.” With life’s uncertainties, having the right protection in place can make all the difference—whether it’s safeguarding income, supporting a family, or planning for the unexpected.

Advisers, don’t overlook the value of life insurance. And clients, don’t underestimate its importance in securing your future.

Join the My Risk Adviser Facebook community for Australian advisers.

The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

Hosted on Acast. See acast.com/privacy for more information.

When Deline Jacovides, Founder & Financial Planner at Mazi Wealth, started her business, she knew that success required more than just hard work—it needed smart processes. In this episode, Deline takes us behind the scenes of how she left a steady corporate job to pursue her dream of entrepreneurship. She shares the key moments that tested her resolve, from navigating financial uncertainty to the challenges of building a loyal client base from scratch.

What makes Deline’s story unique is her relentless focus on aligning her business with her personal values—something she believes is crucial for long-term success. Listen in as she talks about the importance of mentorship, the hardest lessons she’s learned, and how she turned her initial setbacks into a thriving business that now supports her ideal lifestyle.

If you’re someone thinking of starting your own business or if you’ve ever wondered how to overcome the fear of the unknown, this episode is a must-listen.

Join the My Risk Adviser Facebook community for Australian advisers.

The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

Hosted on Acast. See acast.com/privacy for more information.