Lifespan Live
Lifespan Live Season Two Episode 2. Building a thriving advice business of the future

Lifespan Live Season Two Episode 2. Building a thriving advice business of the future

June 3, 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.

Lifespan Live Season Two Episode 1. Tips for FASEA exam success

Lifespan Live Season Two Episode 1. Tips for FASEA exam success

April 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.

Lifespan Live Season One Episode 7. Challenges and opportunities for advisers in 2021.

Lifespan Live Season One Episode 7. Challenges and opportunities for advisers in 2021.

February 2, 2021

Given all of the upheaval and disruption that 2020 brought, there are some clear challenges and opportunities for advisers in 2021. In this podcast, Lifespan Chief Executive, Eugene Ardino discusses these with Robert Ross, Senior Financial Planner, Lifespan.

Lifespan Live Season One Episode 6. Celebrating more than 25 years of Lifespan

Lifespan Live Season One Episode 6. Celebrating more than 25 years of Lifespan

December 10, 2020

In the sixth podcast in our Lifespan Live series, Lifespan Financial Planning CEO Eugene Ardino, is joined by his father, Lifespan founder John Ardino to reflect on how Lifespan, now one of Australia’s fastest-growing licensees has developed over the past quarter of a century from humble beginnings.

Lifespan Live Season One Episode 5. Supporting advisers.

Lifespan Live Season One Episode 5. Supporting advisers.

November 12, 2020

In this episode, Lifespan CEO Eugene Ardino, is joined by Eugene Serravalle (General Manager and Head of Compliance), and Michael Gershkov, National Practice Manager to discuss how to manage and maintain quality relationships with clients during this period of market upheaval and disruption. They discuss strategies to use the current environment as an opportunity to enhance your connection with your clients.

Lifespan Live Season One Episode 4. The growth of Managed Accounts

Lifespan Live Season One Episode 4. The growth of Managed Accounts

October 15, 2020

Lifespan Financial Planning Chief Executive Officer Eugene Ardino, is joined by Stephen Dykes, Stephen Dykes Financial Programming, to discuss the growth in managed accounts, and how it streamlines the service and advice that he provides to clients.

Lifespan Live Season One Episode 3. Succession planning success

Lifespan Live Season One Episode 3. Succession planning success

August 5, 2020

Eugene Ardino, Lifespan Financial Planning CEO, is joined by Eugene Serravalle, Lifespan General Manager and Head of Compliance, and Michael Gershkov, Lifespan National Practice Manager, to discuss how advice firms get succession planning wrong and what they can do to get it right.

Lifespan Live Season One Episode 2. Can compliance support efficiency, client engagement and quality of advice?

Lifespan Live Season One Episode 2. Can compliance support efficiency, client engagement and quality of advice?

August 4, 2020

In this episode Lifespan Financial Planning CEO, Eugene Ardino and National Practice Consultant, Jill Tunkin, chat with Samantha Clarke, CEO and founder of Advice RegTech. They discuss how important it is to ensure that compliance builds efficiency, engagement and improves the quality of financial advice. 

Lifespan Live Season One Episode 1.The rise of self-licensing

Lifespan Live Season One Episode 1.The rise of self-licensing

August 4, 2020

In this episode, Lifespan Financial Planning CEO Eugene Ardino, and Lifespan Partnership National Practice Consultant Jill Tunkin, discuss the move towards self-licensing. What is driving it, and what solutions are there to support practices to successfully navigate this change, and how can we help?

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