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Lifespan Live is a podcast series that seeks to explain, discuss and challenge some of the key issues facing financial advisers right now in Australia. A rotating panel of hosts from the Lifespan team have relaxed and insightful conversations with members of the advice community, as well as experts in marketing, compliance, practice development, leadership, and much more.
Episodes
Wednesday Nov 30, 2022
Lifespan Live Season Three Episode 4. You have got your own AFSL...Now what?
Wednesday Nov 30, 2022
Wednesday Nov 30, 2022
Head of Lifespan Partnership, Tony Mantineo, joins Lisa Gregory to provide some insights for practices that have recently successfully applied to hold their own Australian Financial Services Licence. What are the support options available, what are the major challenges that new self-licensees often face, and how important is it to plan well beyond acquiring your AFSL, to ensure that both your advisory business and licence continue to thrive?
Monday Sep 26, 2022
Lifespan Live Season Three Episode 3. Social Media for financial advisers.
Monday Sep 26, 2022
Monday Sep 26, 2022
Join us as Lyndal Higgins from Lifespan FP chats with Nicole Smith from Socialisd about social media for financial advisers, making it work for you. Advisers may find it easier to view social media as an online version of relationship marketing, using social engagement to build two-way relationships, with an approach that is both scalable and more efficient. Find out how social media can be especially effective in generating referrals from your existing clients and in initiating conversations with the next generation.
Thursday Jun 16, 2022
Thursday Jun 16, 2022
Well-developed avatars will assist you to engage in meaningful conversations with your preferred clients more effectively and efficiently. They are key to turning strangers into prospects, prospects into clients, and clients into raving fans. Listen in as Lifespan's Lyndal Higgins is joined by Jenny Pearse from Jenesis Consulting to explore Avatars in Action - helping advisers engage with preferred clients.
Thursday Apr 28, 2022
Lifespan Live Season Three Episode 1. Using vetting to drive quality advice.
Thursday Apr 28, 2022
Thursday Apr 28, 2022
In this episode of Lifespan Live, Eugene Serravalle, Lifespan FP General & Compliance Manager, and Pierre Moussa, Lifespan FP Senior Compliance Specialist, discuss the various ways that plan vetting can benefit both advisers and their clients.
Eugene and Pierre discuss the role of a good compliance team and the importance of approaching compliance with an adviser's mindset, to ensure quality advice outcomes.
Tuesday Dec 14, 2021
Tuesday Dec 14, 2021
Elevating your website from simply verifying that you exist to developing a website that speaks to and engages with your preferred clients in your brand voice, enables you to leverage your position, generate high-quality leads and referrals, and dramatically improve your practice's bottom line. Listen in as Lyndal Higgins, Marketing Coordinator at Lifespan chats with our guest, Prashant Nagarajan, Financial Adviser and Co-founder of Finnacle, about their rapid growth trajectory and recent major website evolution experience.
Tuesday Nov 23, 2021
Tuesday Nov 23, 2021
Lifespan Marketing Development Manager, Lisa Gregory is joined by Lifespan advisers, Lucy Harrison, from Harrison Lew and Associates, and Adrienne Rush from ICare Financial Advisory to discuss how important it is for advice firms to have an aged care advice solution for their clients. They discuss the true value of aged care advice, how to price the advice, and the range of options available to practices, ranging from being an aged care specialist to outsourcing the advice to an expert. And much more. After listening to this podcast, you should understand the importance of having a solution, what possible solution might best suit your business, and next steps if you want to find out more.
Tuesday Oct 05, 2021
Lifespan Live Season Two Episode 4. Five key factors in choosing a licensee.
Tuesday Oct 05, 2021
Tuesday Oct 05, 2021
Lifespan QLD Practice Development Manager, Kevin Mayne, is joined on this episode of Lifespan Live by Kellie Tesolin from RetireStrong, based in Brisbane.
Kevin and Kellie discuss what was the real impetus for Kellie to change licensees, and what were the five key factors Kellie considered when deciding to join the Lifespan advice community.
Wednesday Aug 11, 2021
Lifespan Live Season Two Episode 3. Finding your brand voice.
Wednesday Aug 11, 2021
Wednesday Aug 11, 2021
Lifespan Marketing Manager Lisa Gregory is joined by Sara Howard from Writers Australia to talk all things brand voice. What is brand voice, and why is it more important than ever for advice firms, (and financial services licensees), to reflect on their brand personality, values, and vision? Lisa and Sara discuss the challenges to implement but also the tangible benefits of having a clear, honest, and powerful brand voice.
Thursday Jun 03, 2021
Thursday Jun 03, 2021
Michael Gershkov, National Practice Manager (Lifespan Financial Planning), and Kris Meuwissen Adviser and Founder (Wealtheon) discuss the journey to building a thriving advice business, and the role that technology plays in delivering sustainable, quality advice to clients.
Monday Apr 26, 2021
Lifespan Live Season Two Episode 1. Tips for FASEA exam success
Monday Apr 26, 2021
Monday Apr 26, 2021
Eugene Serravalle, Lifespan FP General Manager and Head of Compliance, is joined by Ian Choudhury, Managing Director of Australian Financial Practitioners. They chat all things FASEA exam, with insights into how to maximise your chance of exam success, with some practical tips and tricks that will boost your confidence and lead you to FASEA exam success.