AFA Gen Next Podcast

AFA Gen Next Podcast
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The Gen Next Community of Practice brings together professionals who share a passion for advice and the challenges associated with their career stage. Through the process of sharing information and experience, members learn and develop both personally and professionally and many respected industry professionals will tell you that they started out as members of Gen Next.

  1. 04/28/2023

    Episode 18: Explaining the Experienced Adviser Pathway

    AFA Gen Next National Chair, Ashley Mahadeea is joined by Phil Anderson, AFA CEO to discuss the Experienced Adviser Pathway.

  2. 03/01/2023

    Episode 17: How to accelerate women’s financial progress

    Dawn Thomas and Tim Henry join host Ashley Mahadeea, AFA Gen Next National Chair.

  3. 01/26/2023

    Episode 16: The significance of 2023 for the advice community

    In this episode, Phil provides us with a review of 2022 and his thoughts on how 2023 will shape for the adviser community, especially with the possible implementation of some of the QAR recommendations. He also addresses why it is so important to vote yes for the proposed merger between the AFA & FPA.

  4. 11/17/2022

    Episode 15: Spotlight on AFA Inspire

    In this episode, we speak to Deborah Kent, one of the founders of AFA Inspire and Dawn Thomas, the current National Chair of AFA Inspire. Next year, as we celebrate 10 years since AFA Inspire was established, it is time to look back at some of the achievements of the Inspire Community and pay tribute to its founding members.

  5. 10/19/2022

    Episode 14: Meet the winners of this year's AFA Awards

    Ashley Mahadeea, Gen Next National Chair, is joined in episode 14 by Felicity Cooper and Amie Baker. As the winners of this years Adviser of the Year and Female Excellence in Advice awards they share their stories and why they are passionate about the financial advise profession.

  6. 08/18/2022

    Episode 13: Thriving with AFA Conference Chairs

    With the AFA’s National Conference, Thrive, fast approaching Ash talks with Patricia Garcia and Morgan Hayward to find out how the Conference is taking shape and what we can expect from the AFA’s first face-to-face National Conference in three years. Patricia and Morgan share all the insider information on the planning process, which speakers they’re most looking forward to seeing as well as the return of the legendary social events and the iconic AFA Awards.

  7. 07/27/2022

    Episode 12: How to prevent negative outcomes of a cyber attack

    The impact of a cyber attack on your practice could be devastating. Loss of reputation, clients losing confidence in your ability, stolen client data and high recovery costs are some of the negative outcomes that may result from a cyber attack. In this episode, Fraser Jack and Ashley Mahadeea discuss why cybersecurity should be a priority for your practice.

  8. 06/27/2022

    Episode 11: Exploring licensing options for financial advisers | Rachel Bell and Alex Euvrard

    Choosing the most suitable licensing option for your practice can be complex and challenging. The aim of this episode is to help you identify the key factors to consider such as technology and compliance when choosing your licensing path.

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About

The Gen Next Community of Practice brings together professionals who share a passion for advice and the challenges associated with their career stage. Through the process of sharing information and experience, members learn and develop both personally and professionally and many respected industry professionals will tell you that they started out as members of Gen Next.

Information

  • Creator
    AFA Gen Next Podcast
  • Years Active
    2021 - 2023
  • Episodes
    18
  • Rating
    Clean
  • Copyright
    © AFA Gen Next Podcast
  • Show Website
    AFA Gen Next Podcast