31 episodes

The Robo's are Coming! It's only a matter of time before all of these Fintech Robo Advisers (Robo's for short) take over the world, and steal all of our clients from us!! Leaving us completely irrelevant to our current and future clients...



That is unless your Podcast Host - Steve Crawford - and his rag tag collection of Guests can find a way to help him - and you - build your very own 2.0 Financial Advice Practice. A Financial Advice practice that is so focussed on it's clients that they feel like they could have built it themselves.



A Financial Adviser himself with almost 20 years in Financial Services - Steve will take you on a journey by continually challenging his Guests to find more and better ways that help you not only stay relevant to your existing clients, but also set you up for the clients of the future.



He and his Guests will discuss all aspects of Financial Advice from what types of Advice your clients actually want from you, how you can innovate inside and outside your practice, how to set yourself and your practice up for growth, current industry challenges and trends, and of course - he'll talk about Robo's and much, much more.



So why not subscribe now, and get started on your 21st century Financial Advice model today. For more information visit our website www.theAdviceMovement.com

The Robo's Are Coming! Steve Crawford

    • Business
    • 5.0 • 14 Ratings

The Robo's are Coming! It's only a matter of time before all of these Fintech Robo Advisers (Robo's for short) take over the world, and steal all of our clients from us!! Leaving us completely irrelevant to our current and future clients...



That is unless your Podcast Host - Steve Crawford - and his rag tag collection of Guests can find a way to help him - and you - build your very own 2.0 Financial Advice Practice. A Financial Advice practice that is so focussed on it's clients that they feel like they could have built it themselves.



A Financial Adviser himself with almost 20 years in Financial Services - Steve will take you on a journey by continually challenging his Guests to find more and better ways that help you not only stay relevant to your existing clients, but also set you up for the clients of the future.



He and his Guests will discuss all aspects of Financial Advice from what types of Advice your clients actually want from you, how you can innovate inside and outside your practice, how to set yourself and your practice up for growth, current industry challenges and trends, and of course - he'll talk about Robo's and much, much more.



So why not subscribe now, and get started on your 21st century Financial Advice model today. For more information visit our website www.theAdviceMovement.com

    Episode 31 – LIVE from the FPA Congress – Day 3 with David & Kathryn from Capital Partners on investing in your firm, Cara Williams on investing in yourself and Judith Beck from Financial Executive Women on getting from A to B in your career

    Episode 31 – LIVE from the FPA Congress – Day 3 with David & Kathryn from Capital Partners on investing in your firm, Cara Williams on investing in yourself and Judith Beck from Financial Executive Women on getting from A to B in your career

    Join us as we take the Robo's are Coming! LIVE from the FPA Congress in Sydney, Australia with over 1400 of the Financial Advice communities best and brightest minds.  Over the course of 3 days we'll be bringing you interviews with Financial Advisers, Industry Partners and Speakers - as they assemble at the FPA Congress to continue to good fight against the battle of 'irrelevance'.



    Please enjoy the conversations from the second part of Day 3...



    First up we were joined by David Andrew and Kathryn Creasy from Capital Partners Private Wealth, as we talk about investing in your team, and how an award winning successful Financial Planning practice is going about reinventing themselves to stay relevant in a fast changing industry.



    Next I was joined by Cara Williams from ANZ Financial Planning - who talks to us about why she is investing in herself, by amongst other things, funding her own way to the FPA Congress. The world on integrated financial planning / wealth models is under scrutiny now more than ever, which is why it is important to hear the voices of professional Financial Planners like Cara, as they share why they are passionate about the world of Financial Advice.



    Finally, we are joined by the inspirational Judith Beck from Financial Executive Women, who shares her passion for helping all of us in Financial Services, but especially Women, get from A to B in our Careers!



    We hope you enjoy our brief, but valuable discussions... and check out the notes below to find out more about our show guests.



    Visit Our Poddie Partners:



    Visit Netwealth at www.netwealth.com.au



    Visit Midwinter at www.midwinter.com.au



    Show Notes:



    Join the FEW Family at https://executivewomeninfinance.com.au/



    Connect with Cara on LinkedIn here - https://www.linkedin.com/in/cara-williams-a7a43642

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    Find David on LinkedIn here - https://www.linkedin.com/in/davidandrewfamilywealthadviser/



    Connect with Kathryn on LinkedIn here - https://www.linkedin.com/in/kathryn-creasy-b138b296/



    About Steve, his Businesses and how he can help you



    For more information on the Advice Movement for Financial Advisers visit www.theAdviceMovement.com



    Join The Advice Movement following on Facey at https://www.facebook.com/groups/theAdviceMovement



    Follow Steve on Twitter at https://twitter.com/SteveCrawford78



    Connect with Steve on Linkedin via https://www.linkedin.com/in/stevecrawfordewa/



    For more information on Steve's Financial Advice and Mortgage Broking business visit https://www.experiencewealth.com.au

    • 31 min
    Episode 30 – LIVE from the FPA Congress – Day 2 (Part 2) with Fraser Jack talking Advice Tech, Louise Andrews networking through Women and Cent$ and Ashley Murphy on the crossing the USA/AUS divide for his clients

    Episode 30 – LIVE from the FPA Congress – Day 2 (Part 2) with Fraser Jack talking Advice Tech, Louise Andrews networking through Women and Cent$ and Ashley Murphy on the crossing the USA/AUS divide for his clients

    Join us as we take the Robo's are Coming! LIVE from the FPA Congress in Sydney, Australia with over 1400 of the Financial Advice communities best and brightest minds.  Over the course of 3 days we'll be bringing you interviews with Financial Advisers, Industry Partners and Speakers - as they assemble at the FPA Congress to continue to good fight against the battle of 'irrelevance'.



    Please enjoy the conversations from the second part of Day 2...



    First up we were joined by my good friend, and Advice Intelligence Head of Client Partnership, Fraser Jack as we discuss all things Advice Tech, and how we can start to put the Consumer (our current and future Clients) back into the centre of our Advice Tech universe.



    Next I was joined by Louise Andrews from Women and Cent$ - a fantastic initiative that she has co-created with Mary Barker (a Financial Planner).  A great grass roots event for females in financial services, currently run quarterly out of Sydney - but if Louise has anything to do with it, they'll be going National in no time!!



    Finally, all the way from the U, S of A! I'm joined by Ashley Murphy from Arete Wealth Strategists / Arete Wealth Australia.  Ash (an Aussie expat) and I met at the XYPN Live event in St. Louis and now it's his turn to share his wisdom for all our Aussie listeners and some of the 'folks' at the FPA Congress.



    We hope you enjoy our brief, but valuable discussions... and check out the notes below to find out more about our show guests.



    Visit Our Poddie Partners:



    Visit Netwealth at www.netwealth.com.au



    Visit Midwinter at www.midwinter.com.au



    Show Notes:



    Give AI a Try at https://www.adviceintelligence.com/



    Grab one of the last tickets to the Women and Cent$ event https://www.eventbrite.com.au/e/women-and-cent-marketing-101-building-engagement-tickets-52076249464



    Find Ashley on LinkedIn here - https://www.linkedin.com/in/ashleysmurphy/



    About Steve, his Businesses and how he can help you



    For more information on the Advice Movement for Financial Advisers visit www.theAdviceMovement.com



    Join The Advice Movement following on Facey at https://www.facebook.com/groups/theAdviceMovement



    Follow Steve on Twitter at https://twitter.com/SteveCrawford78



    Connect with Steve on Linkedin via https://www.linkedin.com/in/stevecrawfordewa/



    For more information on Steve's Financial Advice and Mortgage Broking business visit https://www.experiencewealth.com.au

    • 32 min
    Episode 29 – LIVE from the FPA Congress – Day 2 (Part 1) with the FPA CEO & Chair on Leadership and we chat with Uni Students – the future of our Financial Planning profession

    Episode 29 – LIVE from the FPA Congress – Day 2 (Part 1) with the FPA CEO & Chair on Leadership and we chat with Uni Students – the future of our Financial Planning profession

    Join us as we take the Robo's are Coming! LIVE from the FPA Congress in Sydney, Australia with over 1400 of the Financial Advice communities best and brightest minds.  Over the course of 3 days we'll be bringing you interviews with Financial Advisers, Industry Partners and Speakers - as they assemble at the FPA Congress to continue to good fight against the battle of 'irrelevance'.



    Please enjoy the conversations from the part of Day 2...



    First up we were joined by the FPA CEO Dante De Gori and new FPA Chair Marisa Broome - as we discuss why they're excited for the future of the Financial Planning profession, how their family supports them and the growing numbers of females in Financial Planning.



    Next we were represented by the future of the Profession with two university students who are currently finishing their Financial Planning degrees.  We talked about how they might be able to help the majority of current Advisers that will need to go back for further study in order to stay in the Industry they love.



    We hope you enjoy our brief, but valuable discussions... and check out the notes below to find out more about our show guests.



    Visit Our Poddie Partners:



    Visit Netwealth at www.netwealth.com.au



    Visit Midwinter at www.midwinter.com.au



    Show Notes:



    Follow Dante on Twitter via - https://twitter.com/ddegori10



    Check out Azaria's Youtube Channel here - https://www.youtube.com/channel/UCFNWLMKF4hyhUNArz2kkGsw



    About Steve, his Businesses and how he can help you



    For more information on the Advice Movement for Financial Advisers visit www.theAdviceMovement.com



    Join The Advice Movement following on Facey at https://www.facebook.com/groups/theAdviceMovement



    Follow Steve on Twitter at https://twitter.com/SteveCrawford78



    Connect with Steve on Linkedin via https://www.linkedin.com/in/stevecrawfordewa/



    For more information on Steve's Financial Advice and Mortgage Broking business visit https://www.experiencewealth.com.au

    • 28 min
    Episode 28 – LIVE from the FPA Congress – Day 1 talking Pro Bono, overcoming the fear of change and how one firm is investing in their team.

    Episode 28 – LIVE from the FPA Congress – Day 1 talking Pro Bono, overcoming the fear of change and how one firm is investing in their team.

    Join us as we take the Robo's are Coming! LIVE from the FPA Congress in Sydney, Australia with over 1400 of the Financial Advice communities best and brightest minds.  Over the course of 3 days we'll be bringing you interviews with Financial Advisers, Industry Partners and Speakers - as they assemble at the FPA Congress to continue to good fight against the battle of 'irrelevance'.



    Please enjoy the conversations from the afternoon of Day 1...



    First up we were joined by Michelle and Laura from the Cancer Council as we discussed the amazing work that they, and some wonderful Financial Advisers were doing in the world of Pro Bono advice - specifically helping those affected by Cancer



    Next the show took an international flavour as David (not Darryl) Braithwaite jumped in front of the microphone ahead of his session tomorrow on how Financial Advisers can use "Change as a positive springboard to financial success"



    And finally, all the way from Far North Queensland (Mackay to be exact), we saddled up with Scott Jamieson from Enlightened Financial Solutions as he took us on ride through his firms newly self-licensed countryside.  Scott also shared what he had learnt so far from the afternoon's session and walked us through their decision making framework that helped them reach the point of bringing a team of 4 attendees along to Congress. 



    We hope you enjoy our brief, but valuable discussions... and check out the notes below to find out more about our show guests.



    Visit Our Poddie Partners:



    Visit Netwealth at www.netwealth.com.au



    Visit Midwinter at www.midwinter.com.au



    Show Notes:



    To find out more about the Cancer Council's Pro Bono program you can email them at probono@cancercouncil.org.au



    Follow David on Twitter via - https://twitter.com/citrusdavid



    Connect with Scott through LinkedIn - https://www.linkedin.com/in/scott-jamieson-5885a838/





    About Steve, his Businesses and how he can help you



    For more information on Steve's courses for Financial Advisers visit https://theadvicemovement.teachable.com/



    Join The Advice Movement following on Facey at https://www.facebook.com/groups/theAdviceMovement



    Follow Steve on Twitter at https://twitter.com/SteveCrawford78



    Connect with Steve on Linkedin via https://www.linkedin.com/in/stevecrawfordewa/



    For more information on Steve's Financial Advice and Mortgage Broking business visit https://www.experiencewealth.com.au

    • 28 min
    Episode 27 – Chris Yena – This Gaffer know’s a thing or two about what drives success – both in professional sports and professional services firms!

    Episode 27 – Chris Yena – This Gaffer know’s a thing or two about what drives success – both in professional sports and professional services firms!

    "Sometimes those who lead their businesses get scared and won't make the decisions they need to"... if this sounds like a voice you might be hearing in your own head from time to time, then this Robo's episode with the always charismatic Chris Yena - the very experienced and successful GM of a mid-sized Financial Planning firm - is absolutely for you.



    This was the answer that Chris gave to a question around why Financial Planning practices don't make the leap of faith that they need, and ultimately know, will be best for themselves and their businesses. You'll get to learn that Chris has always taken a very logical and structured approach to all of his important decisions along his Financial Planning journey, from product land to licensee and most recently practice owner and GM of a growing and changing firm.



    Chris has many loves but few allow him to really engage his passion for culture and strategy like running his Financial Planning firm - Warringal Financial Services - and when he is coaching his teams in the round ball game (or Football - the only real Football he will say as well). That's because both provide amazing rewards when you get the balance right between Strategy, Culture, Talent, Patience and hard bloody work. It is this quest for finding the balance, and then trying to keep it in an ever changing environment, that has made Chris one of the few people that has taken on the role of GM in a firm, and where most have failed, he has not survived but thrived!



    Chris aka "Geeza"... is just a ripping bloke... despite his successes he is humble and down to earth, maybe that is part of his heritage, and maybe it's because he also follows the mighty Tottenham Hotspur's - the people's club... In this Poddie you'll get to hear how Chris and I met about 15 years ago when we were both on the "product" side of the fence, and how I looked to him as someone who I thought could see "the writing on the wall" before everyone else.



    It's an ability to read the play before it happens, that has allowed him to always time his runs well, giving himself and those around him the best chance of kicking goals... and ultimately winning whatever game they are playing!



    Visit Our Poddie Partners:



    Visit Netwealth at www.netwealth.com.au



    Visit Midwinter at www.midwinter.com.au



    Show Notes:



    Check out Chris' Financial Planning practice here - https://www.warringalfs.com.au/



    Connect with him through LinkedIn - https://www.linkedin.com/in/chrisyena



    Shout the Geeza a coffee - https://calendly.com/chrisyena/but_first_coffee_and_a_chat



    About Steve, his Businesses and how he can help you



    For more information on Steve's courses for Financial Advisers visit https://theadvicemovement.teachable.com/



    Join The Advice Movement following on Facey at https://www.facebook.com/groups/theAdviceMovement



    Follow Steve on Twitter at https://twitter.com/SteveCrawford78



    Connect with Steve on Linkedin via https://www.linkedin.com/in/stevecrawfordewa/



    For more information on Steve's Financial Advice and Mortgage Broking business visit https://www.experiencewealth.com.au

    • 59 min
    Episode 26 – Anne Graham – on knowing when and how to take ‘conservative’ risks to help you grow your Financial Planning firm

    Episode 26 – Anne Graham – on knowing when and how to take ‘conservative’ risks to help you grow your Financial Planning firm

    Anne is dead set one of the most genuine people you will every meet, and someone that I am privileged to call not only my friend, but also a true mentor for my business. She has over 20 years of Financial Planning experience and has a list of recognition's as long as your arm and when you hear her "story" you'll understand why. Inwardly the way Anne has approached all of her decisions is with a "conservative at heart" nature, which has led to her patient but inevitably successful development of herself as a Financial Planner, her marriage with David, her business and now her place as an role model to younger females in the industry (even if she doesn't admit that is exactly what she is).



    Outwardly she is confident in her sense of self, her moral compass and her right to challenge the way things are done. Whether that is in her role as the female CEO and leader of a successful Financial Planning practice in what is still a male dominated industry, or in the way she confidently challenges the status quo and her views on the future of Financial Planning in Australia and who should ultimately decide how we as Planners provide advice to our clients...



    And she can swear like a sailor on shore leave which is another reason I love her to bits!!! All the class and professionalism of a Big 4 corporate CEO, yet still finds a way to be down to earth and have a laugh, and drink and the odd blue phrase to lighten the mood!



    Anyone that has met Anne in person will know exactly what you're going to get from this episode... A bit of a history lesson, mixed with her journey in and out of business partnerships and back into a new "Story" in her new business with her new business partners (Sarah & Kara). The best thing about Anne is that she still "hasn't decided what she wants to be when she grows up".... but you know that whatever that is, she'll give it a "bloody good crack!"



    Visit Our Poddie Partners:



    Visit Netwealth at www.netwealth.com.au



    Visit Midwinter at www.midwinter.com.au



    Show Notes:



    Check out Anne's Financial Planning practice here - www.storywealth.com.au



    Connect with her through LinkedIn - https://www.linkedin.com/in/annegrahamcfp/



    Follow them on Twitter - www.twitter.com/story_wealth



    About Steve, his Businesses and how he can help you



    For more information on Steve's courses for Financial Advisers visit https://theadvicemovement.teachable.com/



    Join The Advice Movement following on Facey at https://www.facebook.com/groups/theAdviceMovement



    Follow Steve on Twitter at https://twitter.com/SteveCrawford78



    Connect with Steve on Linkedin via https://www.linkedin.com/in/stevecrawfordewa/



    For more information on Steve's Financial Advice and Mortgage Broking business visit https://www.experiencewealth.com.au

    • 58 min

Customer Reviews

5.0 out of 5
14 Ratings

14 Ratings

Veronkia ,

Great ep with Grenville Pabst

Talk about the elephant in the room! (That’s a great podcast too BTW). Property advisors need a higher bar. Bring on regulation! Great message about looking for experts with capability and not chasing false promises.

ZedogMan ,

Awesome

Great podcast Steve. You are a natural. Particularly liked the one with Michael Kitces. Keep them coming mate

Naomi Joan ,

Captivating

Steve has a way of asking people the real questions that provoke genuine and valuable discussion. I don’t miss an episode.

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