1K
Downloads
23
Episodes
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. We also are making available our quarterly Lifespan Investment Series episodes on this platform, in addition to You Tube, for those that love a podcast!
Episodes
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
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
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
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.
Tuesday Feb 02, 2021
Tuesday Feb 02, 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.
Thursday Dec 10, 2020
Thursday Dec 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.
Thursday Nov 12, 2020
Thursday Nov 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.
Thursday Oct 15, 2020
Thursday Oct 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.