Listen to the Experts

David is the Principal Financial Adviser at Citrus Financial Management in the UK as well as other firms within the Citrus Group. If you have been to an AFA or an FPA conference in the past, you may have seen David speak. In the UK David is a regular guest on BBC Radio and he […] The post Client acquisition strategies that work by leading UK Financial Adviser David Braithwaite appeared first on SRSCC.

In today’s interview, Effie Zahos joins us. A finance editor, commentator, and financial literacy campaigner, Effie has recently published her second book, A Real Girl’s Guide to Money. Effie is here to have a chat with us about personal branding, how to write a best seller and the reason for a cultural lack of financial […] The post Personal Branding [Plus More] with Effie Zahos appeared first on SRSCC.

Natasha Pelly is a Senior Investment Analyst at Zenith Media. She recently wrote an interesting article, How the Royal Banking Commission and Diminished Trust is Putting the Squeeze on Marketing Budgets. Natasha joins us today to share some practical advice and tips to help the industry win back trust, build and deliver value, how important […] The post Learn how to win back trust, build and deliver value plus much more! appeared first on SRSCC.

What Matt doesn’t know about the power of audio isn’t worth knowing! Matt has won numerous awards over his twenty years in advertising and is often called upon to share his views and insights. Luckily for us, he agreed to be part of ‘Listen to the Experts’ and shares his thoughts about the power of […] The post How to differentiate, stand out and be remembered using audio with Matt Dickson, National Head of Creativity Southern Cross Austereo [SCA]. appeared first on SRSCC.

Getting yourself found online takes time and expertise. At imexpert, Nial and his team offer a full, search engine marketing service to help potential clients find you online, leaving you to get on with what you do best – running your business. They focus on your online marketing, PPC, SEO & Analytics to increase conversions, […] The post Demystify SEO and Google Ad’s with Nial Phillimore from imexpert appeared first on SRSCC.

Fox and Hare Wealth are the next generation in financial advice. Together Glen and Jess have just celebrated their first year in business and what a year it has been! They have already built enviable reputations amongst their peers, been recognised for their professionalism through winning awards and appeared in numerous publications. Glen Hare of […] The post Fox and Hare Wealth are the Next Generation in Financial Advice appeared first on SRSCC.

Sherise Mercer is the Division Director, Head of Macquarie Virtual Adviser Network at Macquarie Group, and today shares the insights from the recent Macquarie Accounting and Financial Services benchmarking report, “What will it take to thrive in a changing environment?” This report is based on an in-depth survey of 396 financial advice firms and uncovers […] The post What will it take to thrive in a changing environment? By Macquarie Group appeared first on SRSCC.

Today on Listen to the Experts, we chat with Jessica Ellerm. Jess is the CEO and Co-Founder at Zuper Superannuation. They’re a relatively new kid on the block, although the team is highly experienced and qualified. Together they are turning the perception and notion of superannuation on its head, and they’re doing well! One of […] The post Learning new ways to talk about super with Jessica Ellerm appeared first on SRSCC.

Today on Listen to the Experts, we chat with Melissa Browne. Melissa is an author, speaker and serial entrepreneur who was listed in 2016 as one of AFR’s 100 Women of Influence. She is the founder & CEO of the award-winning accounting and advisory firm A&TA (Accounting & Taxation Advantage), co-founder and CEO of the […] The post Marketing secrets revealed with Melissa Browne appeared first on SRSCC.

Today on Listen to the Experts I’ll be talking with Andrew Inwood, the Principal & Founder of CoreData research. In the wake of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industries, Andrew has some insights into how we should move forward in a world who’s seen its confidence in the […] The post What to Say to Clients in the Wake of the Royal Commission with Andrew Inwood appeared first on SRSCC.

Though Vinomofo was launched in 2011, it really started life back in 2007 in the garage of brothers-in-law and fellow wine geeks Justin Dry and Andre Eikmeier, who just wanted to do something cool for wine lovers and producers. Andre was excited by the “voice of the people”, the idea of real people rating and […] The post How to build an epic brand with Vinomofo! appeared first on SRSCC.

Recently recognised as the IFA Thought Leader of the Year, Sarah was also named as one of Melbourne’s Top 100 most influential, inspiring and creative citizens by The Age, and listed in the Top 50 Female Entrepreneurs under 40 by Shoestring. She holds a Bachelor of Business (Financial Planning) and several diplomas. Sarah is an […] The post Modern Day Marketing Secrets Revealed by Sarah Riegelhuth appeared first on SRSCC.

Artificial intelligence has landed in the ears and minds of financial advisors. But what does it mean and how is it going to impact your business? This attracts lots of questions for financial advisors in Australia. Today, I have invited Felippe Diaz. Felippe is a group account director at George P. Johnson in Australia. I […] The post Listen to the Experts – The Future of AI with Felippe Diaz appeared first on SRSCC.

Today the show is graced by Dale Beaumont who is a business educator, keynote international speaker, an author, and entrepreneur. He is going to share with us some insights on three major areas of business which are marketing, mindsets, and leadership. IN THIS EPISODE YOU’LL LEARN MORE ABOUT: What it is he does in his […] The post Listen to the Experts – Mindset Strategies with Dale Beaumont appeared first on SRSCC.

In Penny’s role as Marketing Manager for the Australia region, she has successfully positioned and grown the Xero brand. Most of you will have heard about Xero if not using it yourselves. Penny’s family has always worked in small business, so this is an area she knows extremely well, and her insights in this podcast will […] The post Listen to the Experts – Penny Elmslie – Marketing Manager, Xero appeared first on SRSCC.

Stephanie Bauer from Fifth Quadrant, has over 20 years senior experience in the customer contact industry, working at both senior operational and strategic levels with many clients across Australia, Europe and South Africa. With that much wealth of knowledge we invited Stephanie along to be part of our Podcast series, Listen to the Experts. Stephanie […] The post Listen to the Experts – Stephanie Bauer – Customer Experience Strategy Consultant, Fifth Quadrant appeared first on SRSCC.

Meet Jac Phillips, the Senior Director and Head of Marketing for Australia, New Zealand and the South Pacific for Visa. With more than 20 years’ experience in marketing and communications, she knows a thing or two! Jac will help you think more broadly about your passion and purpose, and help you realise that your creativity […] The post Listen to the Experts – Jac Phillips – Snr Director, Head of Marketing, Visa Aus, NZ & South Pacific appeared first on SRSCC.

Meet Katya Forbes, the founder and managing director at Syfte. Known as a true thought leader, she describes herself as a digital native, global thinker and designer of a world where people feel good as they go about their business. Katja has a curious mind and passionate commitment to customer experience and designing products and […] The post Listen to the Experts – Katja Forbes – CEO Syfte. 100 Women of Influence appeared first on SRSCC.

Meet Jane Hoban: Global Marketing Director for T2, a global luxury retailer and phenomenal brand. Jane is an international business leader who has been responsible for some of the largest, most successful brands across the globe. She knows how to develop and manage a brand, and engage with customers on an ongoing basis. Jane has […] The post Listen to the Experts – Jane Hoban – Global Head of Marketing T2 appeared first on SRSCC.

Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Women, a Los Angeles-based financial planning firm whose mission is to teach women and couples the art of managing their money the fun and simple way – and she has achieved that and more!  As a regular contributor to the US market […] The post Listen to the Experts – Brittney Castro – Marketing for Financial Advisers appeared first on SRSCC.

Meet Jeremiah Desmaris: best-selling author, TED speaker, and marketing authority. Based in the US, Jeremiah knows what’s working and what’s not when it comes to marketing a financial advice business in the States. He shares some tips and strategies for leveraging lead generation and funnels to gain new clients through digital platforms. Jeremiah’s book Shift: […] The post Listen to the Experts – Jeremiah Desmaris – Marketing for Financial Advisers appeared first on SRSCC.

Meet Anthony Svirkis—lateral thinker, lover of all things digital and all round smart when it comes to digital and the online world. Anthony is CEO of The Tribe Group, a platform that connects brands with social influencers to harness the power of old-school word-of-mouth marketing combined with the new world of social media. Imagine if […] The post Listen to the Experts – Anthony Svirkis – CEO TRIBE appeared first on SRSCC.

Meet Adam Ferrier, the thought-provoking and well-respected marketing strategist and consumer psychologist from Thinkerbell. Adam has been a regular panelist on TV shows The Gruen Transfer/Gruen Planet, The Project, Sky, Switzer and Nine Mornings, as well as Celebrity Apprentice and Australia’s Next Top Model (don’t ask!). He had a weekly segment on national radio station […] The post Listen to the Experts – Adam Ferrier – Founder Thinkerbell appeared first on SRSCC.

Meet Jason Cunningham! PASSIONATE, PROFESSIONAL, PROVEN Meet Jason Cunningham, one of Australia’s leading business growth experts. Over a 20-year career, he’s inspired thousands of business owners to take action to build a better business, make a truckload of money, and get a life. Jason’s an author, entrepreneur, industry commentator, engaging keynote speaker, FCPA and member […] The post Listen to the experts – Jason Cunningham appeared first on SRSCC.