Podcasts

How to prevent negative outcomes of a cyber attack

The impact of a cyber attack on your practice could be devastating. Loss of reputation, clients losing confidence in your ability, stolen client data and high recovery costs are some of the negative outcomes that may result from a cyber attack. In this episode, Fraser Jack and Ashley Mahadeea discuss why cybersecurity should be a priority for your practice.

Exploring licensing solutions for financial advisers

Choosing the most suitable licensing option for your practice can be complex and challenging. The aim of this episode is to help you identify the key factors to consider such as technology and compliance when choosing your licensing path. In this episode, we speak to Rachel Bell from Affinia Financial Advisers and Alex Euvrard from My Dealer Services.

Empowering women in advice – part two

Creating safety and economic security for women is a community goal. The financial advice industry is in a powerful position to help close economic inequalities women face. Another priority is creating a safe and equitable professional environment for women to thrive in the financial advice community. In this episode, we speak to John Cachia and Tim Henry, both financial advisers and business owners, who have taken significant steps to ensure that their female clients and employees feel safe within the advice process.

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.

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