1.5K
Downloads
29
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
Jul 12, 2024
Jul 12, 2024
47 min
Welcome to the Lifespan Investment Series, Episode 4. In this episode, we examine the likelihood of rates being cut in Australia given persistent and sticky levels of inflation. We also discuss whether it is time to recalibrate inflationary and interest rate expectations in the US, the likelihood of recession, and the impact of market conditions on the positioning of the Lifespan Managed Portfolios.
Jul 12, 2024
Jul 12, 2024
44 min
Join Lifespan Financial Planning CEO, Eugene Ardino, and Jonathan Pain, economist and author of The Pain Report, as they discuss geopolitical unrest, election season, the impact on global markets, and dive into the current economic outlook for Australia.
Nov 30, 2022
Nov 30, 2022
22 min
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?
Sep 26, 2022
Sep 26, 2022
36 min
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.
Jun 16, 2022
Jun 16, 2022
15 min
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.
Apr 28, 2022
Apr 28, 2022
18 min
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.
Dec 14, 2021
Dec 14, 2021
18 min
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.
Nov 23, 2021
Nov 23, 2021
33 min
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.
Oct 5, 2021
Oct 5, 2021
11 min
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.
Aug 11, 2021
Aug 11, 2021
21 min
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.