We’re kicking off Season 5 with Paul Milbourne, tackling the pitfalls of group insurance tenders and why they often fall short of delivering real value.

Paul shares his expert insights on:

✅ How tender fatigue is eroding insurer accountability

✅ The misalignment between price and value in large-scale deals

✅ Why better data transparency and benchmarking are key to improving client outcomes

If you’re an adviser, underwriter, or industry pro, this episode offers practical insights into why current tendering practices are broken—and how to fix them.

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The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

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Sue Viskovic dives deep into the operational backbone of successful advice firms and shares how defined processes aren’t just about compliance—they’re key to scalable, high-quality service.

In our conversation, Sue discusses the findings from the Advice Operations Research Report, revealing how documented workflows and smarter processes directly boost EBIT. The report uncovers the secrets of high-performing teams, including how to overcome productivity challenges, improve service delivery times, and create a culture that staff value. It also dives into training, outsourcing, and the specific techniques successful practices use to elevate efficiency and client satisfaction.

Whether you’re focused on profitability, client experience, or team growth, these insights will transform how you approach your operations.

Advice Operations Research Report link:

🔗 https://vbp.ac-page.com/advice-operations-research-report-2024

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The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

Hosted on Acast. See acast.com/privacy for more information.

Kylie Denton has spent 34 years in the financial services industry, and her insights on leadership and emotional intelligence are transforming how advisers connect with clients. From working in underwriting and claims management to developing a structured, emotionally intelligent framework for financial advisers, Kylie highlights the critical role emotional intelligence plays in fostering meaningful client relationships.

As Kylie points out, today’s financial advisers must navigate the complexities of generational shifts and evolving client expectations. It’s not just about the technical side of financial advice—it's about understanding values, building trust, and using emotional intelligence to guide clients through their financial journeys.

In this episode, we dive deep into how advisers can use emotional intelligence and structured frameworks to create consistency and enhance client interactions, while also adapting to the ever-changing dynamics of the industry. If you’re looking to level up your advisory approach, this episode is a must-listen.

Join the My Risk Adviser Facebook community for Australian advisers.

The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

Hosted on Acast. See acast.com/privacy for more information.