Metlife ציבורי
[search 0]
עוד

Download the App!

show episodes
 
Join us as we provide insights into a different financial adviser and provide you with lots of practical tips and advice that you can take away and implement in your own business. It’s just one of the ways MetLife is helping advisers stay connected to each other and the advice industry. To find out how to partner with us visit https://www.metlife.com.au/partnerships/advisers/
 
Loading …
show series
 
Matthew Lane, Principal Adviser of Wealth Fundamentals, is there for his clients every step of the way – in particular, at claims time. In this podcast, Matthew shares his learnings and how they’ve enabled him to build a strong and caring claims process.על ידי MetLife Australia
 
Mental health and suicide have touched many within the financial advice industry, including Michelle*, whose husband took his own life in early 2020. Michelle wanted to share her story to encourage anyone who is struggling, or know someone who is struggling, to reach out – there is always someone willing to help, you just have to put your hand up. …
 
Specialise, specialise, specialise… this is the ethos that lies at the very heart of Curo Financial Services. Over the years, this has allowed Curo Financial Services to not only be great at what they do but has also helped fuel their growth and enabled them to create many centers of influence. In this podcast, Brent Satill, Risk Adviser at Curo Fi…
 
Michael Smith is Managing Partner of Halpin Wealth, one of South Australia’s largest and longest-serving financial planning companies. In this podcast, Michael shares his tips for success and the power of continually assessing yourself, your processes and your client interactions to ensure you are always on top of your game.…
 
Sam Robinson, Director of Pursue Wealth, prefers to call her clients members of the Pursue Wealth community – a group of like minded people who share the same gusto and passion for financial freedom through wealth accumulation. Sam sees herself as her members’ accountability buddy and in this podcast, Sam shares the various ways she engages with he…
 
David McLean, former professional football player and tech savvy financial adviser, has effectively harnessed technology to build a successful business, long before COVID forced us to. In this podcast, David shares some of his favourite technology platforms and how he’s implemented them to efficiently and effectively service his clients – both nati…
 
Grahame Evans has seen it all. As a veteran who’s been in the industry for over 40 years, he’s been through every major event since the beginning of the advice industry in Australia. In this podcast, Grahame shares his learnings along the way – including the value of good communication and how he navigated through the 1991 recession.…
 
Listen to Marisa Broome – industry icon, passionate financial adviser and FPA Chair – discuss her financial planning journey and how she’s manoeuvred through these unprecedented times. With so much happening around the world and within the industry, Marisa reminds us to take time out and check in with ourselves to make sure we’re ok. Because only t…
 
Hugh Robertson – industry superstar and 2018 AFA Financial Adviser of the Year – started his business during the GFC and it’s the learnings from that experience that has guided him through these challenging times. He believes now, more than ever, advisers have the opportunity to show their clients their true worth. Hugh calls this the ‘Rocky mental…
 
Loading …

מדריך עזר מהיר

זכויות יוצרים 2021 | מפת אתר | מדיניות פרטיות | תנאי השירות
Google login Twitter login Classic login