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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. 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
Jun 3, 2021
Jun 3, 2021
21 min
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.
Apr 26, 2021
Apr 26, 2021
16 min
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.
Feb 2, 2021
Feb 2, 2021
22 min
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.
Dec 10, 2020
Dec 10, 2020
25 min
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.
Nov 12, 2020
Nov 12, 2020
18 min
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.
Oct 15, 2020
Oct 15, 2020
25 min
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.
Aug 5, 2020
Aug 5, 2020
17 min
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.
Aug 4, 2020
Aug 4, 2020
7 min
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.
Aug 4, 2020
Aug 4, 2020
13 min
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?