Podcasts about adviser ratings

AMP will pay out $100 million to financial advisers after losing a class action on policy decision changes by the company.See omnystudio.com/listener for privacy information.

In this episode, Peita talks to Angus Woods, Founder at Adviser Ratings. They explore Adviser Ratings as a free lead generation tool for financial advisers, and what advisers can do to boost their profile. Adviser Ratings Website: adviserratings.com.au       Angus Woods LinkedIn:   https://www.linkedin.com/in/angus-woods-a5a7025/ Curiosity Corner (Clifton Strengths) Website: https://www.gallup.com/cliftonstrengths/en/252137/home.aspx      Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

SBS Finance Editor Ricardo Gonçalves speaks with Angus Woods from Adviser Ratings on financial advice, plus Omkar Joshi from Opal Capital Management about why the sharemarket had its worst one day loss in about two months.

SBS Finance Editor Ricardo Gonçalves speaks with Angus Woods from Adviser Ratings on financial advice, plus Omkar Joshi from Opal Capital Management about why the sharemarket had its worst one day loss in about two months.

The year that has been uncovered some exciting opportunities for both young professionals and professional services more broadly. Always great speaking with Angus Woods from the Adviser Ratings and in this episode we uncover the 2021 Advice Landscape Report - diving under the hood to see the data that can drive a real difference in the profession. I hope you enjoy it....

Dexter is joined by Angus Woods, Managing Director and Co-Founder of Adviser Ratings.Launched in 2014 Adviser Ratings puts the entire world of financial advisers and online advice tools at your finger tips.It is an easy to use and transparent online platform which empowers customers and provides a valuable independent mechanism of consumer feedback for the industry.The business has now pivoted to become a Data player and Dexter talks to Angus about their new partnership with the ASX. Dexter and Angus recall how back in 2014, they talked about launching Adviser Ratings idea in a coffeeshop! Since then Angus has brought in major Advisers like David Koch and resisted the urge to sell out to a major bank.If you like podcasts to be authentic, you'll love this one!You can find out more https://www.adviserratings.com.au/And if you're a financial adviser https://www.adviserratings.com.au/join/----------------------------This podcast is produced by Tier One People, leaders in FinTech Executive SearchYour Host, Dexter Cousins is Founder and CEO of Tier One PeopleThe Finnies, are coming. Our Partners FinTech Australia along with the Victorian Government, Vocus and BPAY, are are bringing you Australia’s largest and most prestigious Fintech Awards, yet!And we would love for you to tune in and celebrate the winners.This year you can join virtually, in person or host your own office party!So wherever you are, let's come together and recognise the amazing people, innovations and resilience Aussie Fintech is renowned for.Registration for the event is now open. But be fast, the first 15 companies to host a Finnies party will receive an exclusive goodie bag full of fun gifts.https://thefinnies.org.au/If you would like to sponsor the FinTech Australia Podcast show please contact info@tieronepeople.comCelebrate at the Finnies! Vic Gov, Vocus and BPAY bring you Australia’s largest and most prestigious Fintech Awards, yet!Get the latest Fintech Chatter Sign up to my newsletter for the latest in what's happening in FintechThanks To Our Partners FinTech Australia We share a mission to build a strong Fintech community, foster connections and support innovation.

With all the movement and changes in Financial Planning, it was great to get a chance to dig a little under the numbers with Angus Woods from Adviser Ratings, we also got a chance to talk about smelling the roses.....

In this episode I talk with Angus Woods, Founder of Adviser Ratings Angus takes us through the creation of Adviser Ratings and how they use data to make informed decisions about where financial services are heading as an industry. We discuss the impact of the Royal Commission on Advisers, movements at a licensee level and his predictions on what financial services will look like in the years to come. This episode is perfect for anyone seeking further insight into what is happening in the industry right now and what changes you may need to make to keep ahead of the trend. Connect with Angus: https://www.linkedin.com/in/angus-woods-a5a7025/                                     https://adviserratings.com.au/ The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://www.contractpps.com.au/

Hear how Mark Hoven, CEO of Adviser Ratings, envisions the future of the financial advice industry based on research from the Advice Landscape report. Mark shares insights on the growth in self-licensing, licensee switching, adviser exits from the industry and if episodic advice is the new way forward.

In this episode, we speak to Angus Woods, founder of Adviser Ratings, to talk about the most interesting outcomes of the extensive and insightful report. We go into detail on what today's average adviser looks like, including age and income, what the average financial planning client looks like, how many advisers are entering vs exiting the industry, and what the adviser of the future should be doing. If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com

“Is the licensee creating the right environment for the adviser to do their best work in the best interests of the client?” You’ll hear the above quote delivered by this week’s guest, Mark Hoven (LinkedIn: /markhoven) - CEO Wealth at Adviser Ratings. You’ll also hear why this particular question is part of the reason Adviser Ratings are now looking to roll out a rating system for licensees within the Financial Services industry. Mark’s professional career is an impressive (and mixed bag) of engineering, stock broking and corporate finance. Though it’s his current role where he really shines, leading a growing and highly responsive startup team. In this episode you’ll learn: 8:53 – Why you can be truly responsive as a scaling startup. 13:18 – How Adviser Ratings are becoming a bridge to the industry between consumers and advisers. 19:20 – The limitations advisers face with licensees in delivering their best work to clients. 22:09 – Will a lack of uncertainty remain if there is a change of government? 26:01 – How we can start servicing groups, who have traditionally not been touched by advice. 34:15 – Is technology the answer to all advisers problems? Show Notes: Adviser Ratings Robo Register - https://www.adviserratings.com.au/pdf/RoboRegister_ONLINE.pdf XY Adviser Online Training Platform - https://www.xyadviser.com General Disclaimer - https://www.xyadviser.com/disclaimer/ This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services. They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.

The 2018 Netwealth AdviceTech report reveals that less than 30% of advice businesses are using tools to capture feedback from their clients. Angus Woods and Mark Hoven from Adviser Ratings get behind the mic with Matt to discuss how consumer feedback tools may help advisers and their practice better engage with their clients, improve their service and win new customers.

On this special episode of XY Live, we have Clayton Daniel chat with Angus Woods, Managing Director at Adviser Ratings to discuss about Dealer Groups. Listen here as they talk about how they are connecting people and bring bright ideas with those who provide it at a better cost, in better ways and with greater transparency.