WP TV

WP TV brings you closer to the industry's most influential leaders and thinkers. Click on the videos below to watch the interviews:

Showing 1 - 9 of 56
Summer Series: Perfect your account management strategy

Now is the time to get your sales and account management strategy in place for the year ahead. We speak to Doug Mathlin of FrontRunner Consulting Group for his top tips on getting it right.

  • Growing need to attract more female advisers Growing need to attract more female advisers (views 251)

    Discussion around the gender imbalance in financial services is a mainstay on the agenda. However, with a growing number of women in the space, many believe the industry should be doing more to attract female advisers. On this week's Wealth Professional TV we speak to Deborah Kent of Integra Financial Services who believes that the benefits for women looking to get into financial services are many.

  • Convergence of financial service roles to be seen as an opportunity Convergence of financial service roles to be seen as an opportunity (views 971)

    Financial services in 2013 is seeing the broking and planning professions increasingly converge. This week Wealth Professional caught up with Mark Woolnough of ING Direct for his insights into how this convergence can produce opportunities for planners.

  • Budget 2013-14: What advisers need to know Budget 2013-14: What advisers need to know (views 1160)

    The 2013-14 Budget was announced by Treasurer Wayne Swan on Tuesday night, and as the dust settles for another year, there are mixed feelings on just how financial services will be affected. Wealth Professional sat down with Dante De Gori from the Financial Planning Association to find out what advisers need to know.

  • ASIC warns advisers to be vigilant in SMSF advice ASIC warns advisers to be vigilant in SMSF advice (views 1786)

    A report released by ASIC in April reaffirmed the regulator’s commitment to ensuring advisers offer quality SMSF advice to investors. Graeme Colley from the SMSF Professionals Association of Australia agrees that advisers must be diligent in the quality of advice when advising clients to establish their own fund.

  • The difference between average and high performance The difference between average and high performance (views 1972)

    The launch of the Association of Financial advisors white paper looking at the consumer-advice relationship offers rare insights into where exactly financial planners need to target improvements to service. Brad Fox of the AFA talks to Wealth Professional about the key differences between average and high performance.

  • How your vote will affect your business How your vote will affect your business (views 2030)

    As the Federal Election looms, many financial planners are considering how their vote will impact their business. We speak to Shadow Minister for Financial Services and Superannuation Mathias Cormann about what the Coalition's policies will mean for financial advisers.

  • How to cut the fee disclosure red tape How to cut the fee disclosure red tape (views 2626)

    Financial planners will soon have to provide fee disclosure statements to their clients. Claire Wivell Plater of The Fold says it doesn't have to be an administrative headache.

  • Aged care advice in demand Aged care advice in demand (views 2417)

    Australia's population is ageing and with that comes a need for good advice. We speak to aged care specialist Brendan Ryan of Macquarie Bank about his area of expertise.

  • Invaluable client advice as budget looms Invaluable client advice as budget looms (views 2522)

    Financial planners are in overdrive as clients look for advice ahead of May's Federal Government budget. We speak to Andrew Zbik of Omniwealth on preparing for expected changes to superannuation.