Podcast Archives - Midwinter https://www.midwinter.com.au/category/podcast/ Financial Advice Software Tue, 31 Jan 2023 03:52:15 +0000 en-AU hourly 1 https://wordpress.org/?v=6.4.2 https://cdn.midwinter.com.au/uploads/2020/09/cropped-snowflake1-1-32x32.png Podcast Archives - Midwinter https://www.midwinter.com.au/category/podcast/ 32 32 Midwinter on the ifa show https://www.midwinter.com.au/2022/04/28/midwinter-on-the-ifa-show-4/ Thu, 28 Apr 2022 01:11:17 +0000 https://www.midwinter.com.au/?p=8077 Midwinter’s Head of Sales Stacey Cowan recently appeared on the […]

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Midwinter’s Head of Sales Stacey Cowan recently appeared on the ifa Show to discuss the large amount of movement and change in the advice industry in recent years, particularly following the Royal Commission and throughout the COVID-19 pandemic.

Joining host Neil Griffiths, in this podcast Stacey gives her take on the rapid changes to the advice industry, calling it “the great advice reset”. Explaining that advisers and providers are interested in evolving with this change, looking to explore and implement different strategies and digital software to ultimately grow in the long term.

You can listen to the full podcast on the ifa website.

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Midwinter on the ifa Show https://www.midwinter.com.au/2021/11/03/midwinter-on-the-ifa-show-3/ Wed, 03 Nov 2021 00:27:55 +0000 https://www.midwinter.com.au/?p=5818 Midwinter’s Chief Commercial Officer Steve Davison recently appeared on the […]

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Midwinter’s Chief Commercial Officer Steve Davison recently appeared on the ifa Show to discuss the state of accessibility of advice.

Joining host Neil Griffiths, in this podcast Steve gives his take on the current state of accessibility of advice, what the biggest challenges are moving forward both for the industry and consumers, and what regulators can do to improve access to advice.

You can listen to the full podcast on the ifa website.

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Midwinter on The IFA Show https://www.midwinter.com.au/2021/06/23/midwinter-on-the-ifa-show-2/ Wed, 23 Jun 2021 00:00:35 +0000 https://www.midwinter.com.au/?p=4974 How do we take more people along on the advice […]

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How do we take more people along on the advice journey?

Accessibility of advice has become a key topic of discussion in the industry as the cost of advice rises and the adviser exodus exacerbates supply issues for “mum and dad” consumers.

Midwinter’s Head of Product Ivon Gower recently joined host of The IFA Show Sarah Kendell to discuss how digital advice can help educate and engage lower balance clients to get started on their advice journey.

Ivon looks at the simple ways for advisers to get started on a digital advice strategy and how practices are using digital tools to make the advice process more seamless and engaging for clients. He also unpacks how large institutions are introducing super fund members to the advice process and the learnings that independent practices can take from this.

Click here to listen to the podcast.

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Midwinter on the IFA Show https://www.midwinter.com.au/2020/10/19/midwinter-on-the-ifa-show/ Mon, 19 Oct 2020 22:50:45 +0000 https://www.midwinter.com.au/?p=3253 Midwinter’s Head of Distribution, Andrew Whelan and Head of Product, […]

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Midwinter’s Head of Distribution, Andrew Whelan and Head of Product, Ivon Gower recently appeared on the IFA show to talk about the evolution of goals based advice and what’s behind the buzz-word.

In this podcast, they talk about ways that advisers can leverage technology to create new operating models and fee structures in their practice, and better engage and retain clients.

You can find out more here or listen to the podcast ‘The evolution of goals based advice’ via the links below.

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