The future of advice

A ‘Gen Nexter’ is an aspiring adviser or business owner who is looking to evolve, innovate and grow their career, business, skills, approach, engagement, and clients through new ideas within an aspirational and dynamic community.

The mandate for Gen Next, like all AFA Communities of Practice, is to connect knowledge with performance. What is unique to Gen Next however, is its focus on creating a powerful peer group to facilitate the transfer of knowledge, skills, experience and networks from experienced advisers to those building their career. The Gen Next Community of Practice brings together professionals who share a passion for advice and the challenges associated with their career stage. Through the process of sharing information and experience, members learn and develop both personally and professionally and many respected industry professionals will tell you that they started out as members of Gen Next.

It’s a fun and nurturing community, supported by a framework that encourages members to step-up to be the future leaders of their profession and a voice amongst peers. The group encourages new advisers to actively participate in their profession and deeply understand the issues, opportunities and challenges ahead.

We invite you to accelerate your career join the largest, most professional adviser development program in the country. 


Who can join?

AFA Gen Next Podcast

Episode 1: Enhancing your client experience through behavioural money coaching

Ashley Mahadeea, Amie Baker, Cara Mollica and Jacqui Henderson

In the very first episode of the AFA Gen Next podcast, Ash is joined by three incredible entrepreneurs in the financial planning industry to discuss how behavioural money coaching will enable you to get to the heart of your clients’ goals. As the financial planning industry & the role of the adviser evolves, and with the industry moving more and more towards a profession based on client values and goals as opposed to products, how do you build and nurture relationships to create real and transformational results for your clients?

Episode 2: Meet the legends. Standing the test of time with Bill Webster, Deborah Kent and Peter Graham

The aim of this podcast is to help advisers navigate through career challenges. In Episode two, Ash speaks to three absolute legends of the financial advice industry: Bill Webster, Deborah Kent and Peter Graham. With a combined 125 years of experience they share stories to inspire the younger generation of advisers about the nobility of the financial adviser role in society. They discuss how they have successfully overcome challenges and stayed ahead of the game for a very long time.

Episode 3: Demystifying the Professional Year with Amelia Constantinidis, Ben Johnson and Mia Johnson

Since 2019, more than 550 provisional advisers have enrolled in the Professional Year and another 260 are expected to start this quarter. The Professional Year refers to workplace and other activities that are relevant to developing professional skills to perform the role of providing financial advice. In this episode, Ash speaks to Amelia Constantinidis, Standards Director at FASEA and also with Ben Johnson and Mia Johnson, 2 young advisers currently undertaking their Professional Year. The aim is to give you both a technical and practical understanding of the Professional Year.

Episode 4: Growing with the AFA with Morgan Hayward, Dawn Thomas and Charlie Green

The AFA has always been a vibrant and innovative association that facilitates the emergence of new ideas & new leaders via its Communities of Practice. This podcast is the perfect example of the AFA’s commitment to develop new ideas to enhance the sharing of knowledge, skills, and experience to all its members. In this episode, we speak to Morgan Hayward,  AFA Gold Coast Chair, Dawn Thomas, National Chair of the Inspire Community and Charlie Green, National Chair of the Genxt Community. The aim of Episode 4 is to demonstrate how these young leaders have flourished through their involvement at the AFA, by being given the opportunity to lead.

Episode 5: Championing the different roles in advice

There are many different roles in the financial advice ecosystem, all contributing to the provision of quality financial advice. The aim of episode 5 is to showcase the importance of three of those roles and understand how they fit in the advice world. In this episode, Ash Mahadeea speaks to Mark Stubbings, business development professional at Aware Super, Jade Khao, Practice Manager at ANZ and Kamel Saxena, Strategic Paraplanner at Plans of Distinction.

 

Episode 6: AFA leaders share their hopes for 2022

In this episode, we speak to Sam Perera, President of the AFA and Phil Anderson, CEO of the AFA. We discuss the opportunities and challenges for the advice world in 2022 and the AFA’s commitment in helping advisers navigate through them. We also learn a little bit more about Sam and Phil on a personal level.

Episode 7: Empowering women through advice

Poverty is a daily reality for millions of Australian women 55 and over. There are many compounding factors contributing to this sad reality. Australia’s national gender pay gap has hovered between 13% and 19% for the past two decades.

In this episode, we speak to Dawn Thomas, National Chair for the Inspire Community of Practice and Katherine Hayes, NSW State Director at the AFA.

We discuss how financial advice can be a catalyst in improving women’s economic security in Australia.

Episode 8: Cyber literacy for financial advisers

In 2021, cybersecurity authorities in the US, Australia and the UK observed an increase in sophisticated high impact cyber-attacks.

43% of cyber-attacks are targeted at small businesses and 95% of all attacks are done via email hacking. This episode will help you understand the importance of a cyber security plan for your practice. We speak with Karen Stephens founder of BCyber and Fraser Jack founder of The Cyber Collective.

Episode 9: Growing your profits via Group Insurance

Lots of education in the past has been about retail insurance and not much about Group Insurance.  Group insurance is cover that is provided to a group of people linked by a common factor such as employees of an employer, members of an association or members of a superannuation fund. This episode aims to provide some great insights on Group Insurance and demonstrates how it can boost practice profitability.