The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector.
How have advisers fared in the rollercoaster of 2020?
Over the course of 2020, advisers have had to pivot from preparing for the regulatory response to the royal commission, to taking their businesses wholly online and holding clients’ hands through the worst economic crisis in recent memory.
In this episode of The ifa Show, Iress manager – practice development team, Kelli Willmer, discusses some of the lessons that have been learned by the advice profession this year, including that shifting to remote work isn’t as difficult as anticipated, and that demand for advice remains strong despite the challenging regulatory environment faced by practitioners.
Kelli also discusses some of her predictions for the year ahead, such as the continuation of digital client engagement post-COVID, and the importance of business continuity and resilience as the pandemic continues to evolve.
How much value do IFAs deliver to clients?
The value of advice is often difficult for financial planners to articulate to clients, but new research has quantified the average amount clients could earn per year by engaging an adviser.
In this episode of the ifa Show, host Sarah Kendell is joined by Russell Investments head of wholesale partnerships Neil Rogan to discuss the fund manager's report on both the tangible and intangible aspects of value that advisers can deliver in their relationships with clients.
Neil also unpacks changing perceptions of the value of advice following the COVID crisis and how advisers can better incorporate the idea of value in their marketing and client engagement strategies going forward.
How to effectively scale your advice business
Many IFA practices struggle with obtaining the efficiency gains necessary to get sufficient scale and profitability in their business.
In this episode of The ifa Show, Iress manager - practice solutions team, Kelli Willmer, shares her top tips for advice businesses looking to scale up, whether through acquiring a new practice or client book or expanding staff numbers.
Kelli talks through some of the challenges of expanding an advice business while maintaining excellent client service and robust compliance frameworks, shares some case studies of firms who were able to leverage efficiencies through technology, and examines the issue of succession and how that plays into business growth.
IFA Excellence Awards 2020 Finalist Showcase - Dealer Group of the Year
In the last IFA Excellence Awards finalist showcase before this year's awards, host Sarah Kendell is joined by Capital Group managing director of financial intermediaries Jorden Brown, as well as finalists for Dealer Group of the Year, Cobalt Advisers' Conaill Keniry and Lifespan Financial Planning's Michael Gershkov.
Conaill and Michael discuss the concerns many advisers often have with the traditional dealer group model, and the importance of helping financial planners to deliver truly independent and high quality service to clients. Our panel of guests also look at how to facilitate the exchange of best practice ideas between advisers and why it's important to do comprehensive due diligence when selecting the best dealer group to work with.
Investment opportunities in the COVID recovery
For better or worse, 2020 has been an unforgettable year in global equity markets, which has forced both fund managers and advisers to look at new ways of doing things.
In this episode of the IFA Show, host Sarah Kendell is joined by Francyne Mu, portfolio manager and research analyst from Franklin Templeton's global equity team, to discuss the key investment themes that will play out in the global economy as the COVID crisis continues to evolve.
Francyne also dives into what advisers should look for when selecting or re-evaluating their clients' global equity allocations, and how clients that are typically overweight in Australian shares can benefit from a global growth strategy.
Learn more about Franklin Global Growth Fund, a concentrated, yet diversified portfolio of high-quality global growth companies.
IFA Excellence Awards 2020 Finalist Showcase - Investment Adviser of the Year
In the first ifa Excellence Awards finalist showcase for 2020, host Sarah Kendell is joined by First Sentier Investors’ Angela Vincent as well as finalists for Investment Adviser of the Year James Weir and Chris Smith.
James and Chris discuss how they got into investment advice and the challenges involved in getting clients to “stay the course” during 2020’s market volatility. Our panel of guests also delves into the important industry trends that investment advisers should be tapping into and dish out some key advice for new starters to the sector.
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Really enjoying the increased frequency of the podcast. Great topics and discussion. Please keep it up