A cross section of industry peers gathered on the sidelines of the recent AFA National Conference to compare notes on what it will take for all advisers – but especially risk-focussed advisers and advice businesses – to thrive into the future by leveraging capabilities within their own control, rather than relying on regulatory reform…
Panellists:
- Russell Hannah – GM Sales, Marketing & Customer Experience, Integrity Life
- Phil Anderson – CEO, Association of Financial Advisers
- Michael Nowak – MD, Principal Adviser, Nowak Financial Services
- Dawn Thomas – Senior Financial Adviser, The Wealth Designers
- Jodie Douglas – Principal Adviser & Co-Founder, Mad About LIFE
- Chloe Arthur – Risk Insurance Lead & Business Succession Adviser, Findex
- Jaime Johns – General Manager, Madison Financial Group
- Brett Wright – Director & Platform Manager, LifeBid
The second part of this Round Table discussion shines a light on what your panel of peers think it will take to regenerate the number of risk specialist advisers in Australia, and also what’s needed to open the way for generalist advisers to once again include life insurance solutions as part of their advice proposition…