Leading ideas and
research from the
``industry’s best.
#281 Jonathan Christie – Transcript
Jonathan is the General Manager at Oreana Financial Services. He talks about the culture he brought to Oreana, …
#31 Rudolph Geldenhuys – Transcript
Rudolph is a Certified Financial Planner at Wealthup. He and Louis chat about the balance between the “people …
The New Normal for Income Protection #1 – Transcript
In this first installment we look back on how we got to where we are currently with Individual …
The New Normal for Income Protection #2 – Transcript
In this episode, our panel discusses the new mindset advisers should adopt to move forward as we settle …
The New Normal for Income Protection #3 – Transcript
In this installment we talk about the technical side of Income Protection product profitability, including the five levers …
The New Normal for Income Protection #4 – Transcript
In this episode we talk about the human side of IDII changes, from advisers and staff to claims …
The New Normal for Income Protection #5 – Transcript
In this final episode our panel discusses the future opportunities and threats during the final wave of changes.
#280 James Millard – Transcript
James is Head Coach at Sufficient Funds and “Australia’s Most Relatible Money Guy”. He talks with Ben about …