Join Alisdair Barr, CEO and Founder of Striver to break down the best practices, timely topics and creative solutions to business problems in Financial Advice. Are you an Adviser, Practice Manager, Product Provider or Client? Hear from subject-matter experts from across the industry and beyond to hear how they STRIVE for the answers.
125: Crafting Your Business Brand for Success
In an evolving landscape, brand is crucial at every phase of your business lifecycle. In this thought-provoking episode, Joshua Grace, Customer Office Group Executive at Colonial First State, explores how a robust and distinctive brand can help you attract your ideal clients, establish the right client expectations, enhance your profitability and fuel sustainable growth.
124: Super Fund's Game-Changing Advice Strategy
How will financial advice from a Super Fund change the game? To answer this question, Alisdair talks to Renae Anderson, Select Advice Manager, about UniSuper's 3-year strategy to increase their adviser talent pipeline, deliver advice to members moving into retirement and making advice more accessible to more Australians. More players in the advice game means more financial 'wins' for more Australians. Hear how that's going to impact advisers, super fund members and the playing field for the profession going forward
123: Have your cake and eat it too when it comes to client segmentation
Segmentation is vital for advice practices, impacting financials, cost-to-serve, and fee consistency. How are top firms managing segment identification and potential client off-boarding? Jackie Clark, National Education Manager at Colonial First State, joins us again to provide practical tips for getting started without excessive time or financial investment. Tune into this week's episode and drive success through segmentation strategies.
122: The Magic 8-ball to survey your clients
Are client surveys a more powerful tool than we realise? This week, we unpack the full potential of a humble client survey. What's the best approach to them - ad hoc, formal, or a combination? With Jackie Clark, National Manager Education at Colonial First State, we reveal how surveys can fuel business innovation and anticipate future client needs. Apart from the validation, let's unlock the potential of client surveys in transforming your business.
121: Is the genie really out of the bottle?
Now that generative AI has been released into the world, how do we (re)define ethics and privacy? ChatGPT and similar apps continue to dominate the headlines as its application widens. For educators and universities, it redefines the definition of plagiarism. For professional services, it creates a dilemma of ethics. I spoke to Cris Parker from the Ethics Centre to discuss how privacy is redefined for the advice profession.
120: If finding new clients isn't the key to growing your business, then what is?
This week, I spoke to Jackie Clark, National Education Manager at Colonial First State on the KEY metrics to evaluate if your business has the capacity to grow or grind to a halt if new clients come along. Find out what she has seen from businesses that have found success, and how you can do the same.
Alisdair is the bomb when it comes to staffing in financial advice
Always love his interviews and quick insights that he’s gained from working with grads and business owners.