Striver Podcast

Alisdair Barr
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Striver Podcast

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.

  1. 20 DE SET.

    131: The Customer Service Handshake

    I asked Sharyn Baker, Head of Service and Operations at BT, “What does successful customer ‘service’ mean to you?”   In Sharon’s words, it means providing predictable, consistent and reliable service to both your internal and external customers. Hear how success is measured and how optimisation is driven by Net Promoter Score (NPS) data from the service frontline of BT Panorama, which celebrates 10 years of enabling quality financial advice to thrive with intuitive technology.   It may surprise you - that from the simplest of feedback, the biggest of improvements can be made. Listen now.

    19min

  2. 25 DE JUL.

    130: The 7 Megatrends set to transform advice by 2030

    Iress, in collaboration with Deloitte Access Economics, has launched a landmark report on the future of financial advice in Australia. Hear from Marcus Field, Head of Growth and Partnerships at Iress as we unpack the seven megatrends set to usher in a new era of opportunity for advice and highlight the strategic choices that advisers, business owners and industry stakeholders need to make to come out on top Read more: info.iress.com/thebigshift

    22min

  3. 23 DE JAN.

    129: Is the Human Brain just a huge piece of software?

    We often think about efficiency in business to be focused around process and software but what about individual effectiveness. My chat with Vanessa Bennett highlighted some ways to find 25% more effectiveness and at the same time manage burn out. I really enjoyed this chat....

    23min

  4. 9 DE JAN.

    128: Believing in your CVP can add big % growth

    Efficiency, efficiency, efficiency. How do you get on the bandwagon to get results? Looking at current processes and easy wins is sometimes the best way to get on the efficiency wagon (or a bus, which is generally faster!). I spoke with Conrad Travers from Tangelo Advice Consulting, who has practical ideas of easy-wins to leverage your existing processes before you add any more 'efficiency software to your business. More importantly, we talk about the measurable impact of these changes! Hope you enjoy the chat... Practical Tips Worksheet

    24min

  5. 26/12/2023

    127: What Does Crypto and Social Apps Tell Us?

    Phone call first, instant gratification and keeping it simple. This is what we expect from most experiences in our lives. But our attention spans are getting shorter and our digital habits are changing so how will that shape the next generation of apps? Speaking with Peter Worn from the Finura Group challenged some of the processes that we have and where we can get in our own way. Some interesting ideas here...and ones you may already have thought of yourself.

    19min

  6. 12/12/2023

    126: Nudge Don't Judge: How AdviceTech Can Understand Context

    The beauty of technology is that it can be data-driven at every decision point. How can this apply to the very personable advice industry? I speak to Paul Feeney, Founder and CEO at Otivo, to tick off items from the wish-list of every at-capacity adviser.

    18min

  7. 29/11/2023

    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.

    21min

  8. 15/11/2023

    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

    22min
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Sobre

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.

Informações

  • Criado por
    Alisdair Barr
  • Anos de atividade
    2019 - 2024
  • Episódios
    131
  • Classificação
    Livre
  • Copyright
    © All rights reserved
  • Site do podcast
    Striver Podcast

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