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 9
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.
Estate planning not just for the wealthy
Peter Townsend of Townsends Business and Corporate Lawyers tells Wealth Professional why and how advisers should be helping all their clients with their estate planning.
FPA Congress looks 'beyond FOFA'
This Thursday and Friday saw the inaugural Financial Planners Association of Australia Congress at Sydney's Convention Centre, bring together delegates from all over the country.
Wealth Professional took the chance to speak with CEO, Mark Rantall, who believes strongly in the importance of events like this.
AQUA II dividing opinion
The Australian Securities Exchange's new AQUA II platform has received a mixed reception from financial institutions. On this week's Wealth Professional TV we speak to Matt Lawler of Yellow Brick Road and Connie McKeage of OneVue for their opinions.
DIY investors need not worry advisers
The self-directed market has been attracting increasing concern but should advisers really be worried?
On this week’s Wealth Professional TV we speak to OneVue’s Connie McKeage who believes DIY investors should be seen as holding exciting opportunities instead of as a threat.
White Paper begins tackling underinsurance issue
With the release of it's new White Paper; 'The Value of Protection', the AFA has partnered with BT to first try to understand and then ultimately address negative perceptions of the life insurance claims process. Brad Fox, AFA CEO, believes that this white paper is vital in beginning to rectify Australia's huge underinsurance problem.
Stay educated, stay ahead.
On a busy adviser's list of priorities professional education can often fall to the bottom, however, Brian Knight of Kaplan Professional Education insists that advisers need to keep addressing gaps in their knowledge.
Specialisation, education and technology key to year ahead
As the end of the financial year fast approaches, advisers must look ahead to what changes and improvements can be made in the coming year. On this weeks' Wealth Professional TV we catch up with Ben Kingsley of Empower Wealth and Graeme Colley of SPAA for their insights into things to come.
How to be a wealth winner in 2013
It's been an eventful year for financial planners - and it's just a taste of what's to come. We speak to Mark Ballantyne of Financial Wisdom and Andrew Rocks of Announcer for their thoughts on the challenges you'll face in 2013 and how to come out on top.