My Risk Adviser
By Phil Thompson
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Episodes: 87
Description
My Risk Adviser is a podcast for Australian financial advisers hosted by Phil Thompson, bringing together industry leaders and experts to help excel you on your professional journey. Join the My Risk Adviser facebook group for all advisers who want to learn more and connect with like minded people.
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| Episode | Date |
|---|---|
|
Is Zurich Actually Cheating? The iExtend Drama Every Risk Adviser Needs to Hear
|
May 08, 2026 |
|
Zurich Pricing Shenanigans
|
Apr 10, 2026 |
|
Rethinking CPD for Financial Advisers
|
Mar 27, 2026 |
|
Clearview Sold to Zurich for $415M - What It Means for Advisers & Clients
|
Mar 13, 2026 |
|
Insights from Marc Fabris on Innovation in Advisory Services
|
Feb 27, 2026 |
|
TPD is getting a reset, and advisers need to notice
|
Feb 13, 2026 |
|
Neha’s Professional Year
|
Jan 29, 2026 |
|
Durational Discounting
|
Jan 15, 2026 |
|
Talking all things underwriting with Gabi Varnier from PPS Mutual
|
Jan 02, 2026 |
|
What’s Really Happening in the Risk Advice Market
|
Dec 18, 2025 |
|
Exploring the future of financial advice with Phil & Trent
|
Dec 04, 2025 |
|
My Risk Adviser With Paul Milbourne
|
Mar 31, 2025 |
|
Sue Viskovic on how better processes can boost EBIT and client satisfaction
|
Dec 15, 2024 |
|
Kylie Denton on leading multi-generational advice with understanding and empathy
|
Dec 03, 2024 |
|
The life insurance conversation advisers need to have – with Peter Stathis
|
Nov 19, 2024 |
|
Nathan Fradley on specialist advice for divorce, aged care, and estate challenges
|
Oct 29, 2024 |
|
Deline Jacovides on starting a thriving business through smart processes
|
Oct 16, 2024 |
|
Ashleigh Campbell’s leap from accounting to financial advice
|
Sep 24, 2024 |
|
Mastering growth in financial advice with David Haintz on M&A and scaling your firm
|
Sep 10, 2024 |
|
Finding the right fit in financial advice with Laura Kelly
|
Aug 27, 2024 |
|
Turning financial advice into viral TikTok content
|
Aug 13, 2024 |
|
The challenges of starting an insurance business
|
Jul 30, 2024 |
|
How Willed is making estate planning easier than ever
|
Jul 16, 2024 |
|
Why outsourcing insurance claims to experts is worth it
|
Jul 02, 2024 |
|
Balancing multiple businesses and a case study on effective succession planning
|
Jun 18, 2024 |
|
Winning team and rebranding for growth
|
Jun 04, 2024 |
|
Unpacking risk insurance secrets
|
May 21, 2024 |
|
Life insurance in a new era
|
May 07, 2024 |
|
Simplifying money management for all
|
Apr 23, 2024 |
|
A career from hospitality to finance
|
Apr 09, 2024 |
|
From army officer to finance guru
|
Mar 26, 2024 |
|
Work-life harmony: insights from a MWL financial expert
|
Mar 12, 2024 |
|
Easy-insurance insights with life tech assist's resource centre
|
Feb 27, 2024 |
|
Insurance advice in the digital age
|
Feb 13, 2024 |
|
A chat with industry veteran, Guy Mankey
|
Oct 19, 2022 |
|
How to get endorsements not referrals
|
Oct 12, 2022 |
|
18 months into a new business
|
Oct 05, 2022 |
|
4 years into founding Everest Wealth
|
Sep 28, 2022 |
|
Income protection 12 months on and the quality of advice review
|
Sep 21, 2022 |
|
Building healthy and high performing teams
|
Sep 07, 2022 |
|
How Super Fierce is making advice more affordable for Australians
|
Aug 31, 2022 |
|
How to attract and retain new graduates
|
Aug 24, 2022 |
|
What is a money coach and how can advisers partner with them
|
Aug 17, 2022 |
|
How to protect our clients data
|
Aug 10, 2022 |
|
How to attract new clients
|
Jun 29, 2022 |
|
Fixing life insurance with technology
|
Jun 23, 2022 |
|
How to nail your role in client services
|
Jun 01, 2022 |
|
15 years as a BDM to a small advice practice
|
May 25, 2022 |
|
How advisers can build an authority brand
|
May 18, 2022 |
|
How to manage premium increase conversations
|
May 11, 2022 |
|
How to transition out of insurance advice
|
May 04, 2022 |
|
ASIC vs finfluencers
|
Apr 27, 2022 |
|
Stepped vs level premiums
|
Apr 20, 2022 |
|
Discussing APRA's recent income protection changes
|
Apr 13, 2022 |
|
8 weeks into starting a new business
|
Mar 30, 2022 |
|
How holistic and scoped advice can work together
|
Mar 23, 2022 |
|
From successful corporate career to successful advice career
|
Mar 16, 2022 |
|
The insurance needs analysis process
|
Mar 09, 2022 |
|
What value does a BDM bring
|
Mar 02, 2022 |
|
Working with accountants
|
Feb 23, 2022 |
|
Professional year adviser Q&A
|
Feb 18, 2022 |
|
General vs personal advice models
|
Feb 09, 2022 |
|
Commission, fee for service or hybrid business model
|
Feb 02, 2022 |
|
How advisers can add value at claim time
|
Jan 19, 2022 |
|
How to set up a claims process
|
Jan 12, 2022 |
|
The new income protection product design process
|
Dec 22, 2021 |
|
New opportunities & growing pains of a new insurer
|
Dec 15, 2021 |
|
Legislation changes from the insurer's perspective
|
Dec 08, 2021 |
|
How advisers managed the income protection transition
|
Dec 01, 2021 |
|
A new season of My Risk Adviser is around the corner
|
Oct 28, 2021 |
|
Welcome to My Risk Adviser
|
Oct 27, 2021 |
|
Working with General Insurance brokers
|
Jun 23, 2021 |
|
The new client journey
|
Jun 09, 2021 |
|
Organic growth and leads from Google
|
May 19, 2021 |
|
A start-up biz & managing absurd premium increases
|
May 05, 2021 |
|
Being a business insurance risk specialist
|
Apr 21, 2021 |
|
What exactly does the Financial Services Council (FSC) do? With CEO Sally Loane
|
Apr 13, 2021 |
|
Rebating risk commission and online only financial advice
|
Mar 31, 2021 |
|
Moving from general financial advice to risk specialist
|
Mar 17, 2021 |
|
LIF & risk comms, RC fallout, annual renewal, ASIC, FASEA + more (with Phil Anderson from the AFA)
|
Mar 10, 2021 |
|
Making your brand stand out + attracting your ideal client
|
Mar 03, 2021 |
|
Leveraging referral sources with Katherine Hayes
|
Feb 17, 2021 |
|
The mind and the spine: An insurance hazard
|
Feb 03, 2021 |
|
Claims: best practice
|
Feb 03, 2021 |
|
Lump sum policies
|
Feb 03, 2021 |
|
Understanding IP contracts
|
Feb 03, 2021 |
|
Insurance PDS overview
|
Feb 03, 2021 |