Shows
FAAA Podcast Series2025 FAAA Congress Podcast - Fraser Jack and Ben Marshan Wrap UpRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they record live and wrap up the 2025 FAAA Congress with some closing thoughts on this year’s program and podcast series.
2025-12-0905 min
FAAA Podcast Series2025 FAAA Congress Podcast - Steve Prendeville and John CollinsRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Steve Prendeville and John Collins who share their thoughts on succession planning and what buyers will pay a premium for.
2025-12-0923 min
FAAA Podcast Series2025 FAAA Congress Podcast - Naomi Mee-Martino CFP and Danielle FagentsRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Naomi Mee-Martino CFP and Danielle Fagents discuss how the power of collaborative advice strategies can accelerate wealth creation for complex clients
2025-12-0925 min
FAAA Podcast Series2025 FAAA Congress Podcast - Katina MichaelRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Katina Michael about ethical alignment by design in practice.
2025-12-0916 min
FAAA Podcast Series2025 FAAA Congress Podcast - Amanda Cassar and Catherine FitzpatrickRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Amanda Cassar and Catherine Fitzpatrick about how financial abuse shows up in advice relationships and some of the triggers to watch out for or act upon.
2025-12-0920 min
FAAA Podcast Series2025 FAAA Congress Podcast - Jemma Sanderson and Rachel PritchardRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Jemma Sanderson and Rachel Pritchard about some of the global tax considerations when moving to or leaving Australia.
2025-12-0921 min
FAAA Podcast Series2025 FAAA Congress Podcast - AJ KulatungaRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to AJ Kulatunga as he touches on the psychology and neuroscience of influence and his TLC framework.
2025-12-0921 min
FAAA Podcast Series2025 FAAA Congress Podcast - FAAA Chair David Sharpe CFP®Recorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to FAAA Chair David Sharpe CFP® about Congress, current trending discussion items in the profession and a tiny bit of cricket.
2025-12-0919 min
FAAA Podcast Series2025 FAAA Congress Podcast - Phil ThompsonRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Phil Thompson about some of the systematic issues impacting risk advice and what your firm needs to do to future proof their practices.
2025-12-0926 min
FAAA Podcast Series2025 FAAA Congress Podcast - Thabojan RasiahRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Thabojan Rasiah about staying ahead of the pack and the evolution of advice.
2025-12-0923 min
FAAA Podcast Series2025 FAAA Congress Podcast - Justine MarquetRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Justine Marquet take a dive into the mechanics of superannuation caps and balances in retirement
2025-12-0918 min
FAAA Podcast Series2025 FAAA Congress Podcast - Dr Kate Raynes-GoldieRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Dr Kate Raynes-Goldie who discusses building better conversations through the science of curiosity and play.
2025-12-0917 min
FAAA Podcast Series2025 FAAA Congress Podcast - Paul DerhamRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Paul Derham who can make tax and AML/CTF exciting and what every adviser needs to know.
2025-12-0922 min
FAAA Podcast Series2025 FAAA Congress Podcast - Michael Connory and Bastien TreptelRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Michael Connory and Bastien Treptel who discussed Cyber Resilience and AI: How to navigate a practical journey for advice businesses
2025-12-0930 min
FAAA Podcast Series2025 FAAA Congress Podcast - Jo Hall, Danielle Cornelissen and Brian JonesRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Jo Hall, Danielle Cornelissen and Brian Jones about some trending topics currently within the financial planning profession.
2025-12-0920 min
FAAA Podcast Series2025 FAAA Congress Podcast - Tracy HallRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Tracy Hall, author, keynote speaker and survivor of one of Australia’s most high-profile fraud cases. Tracey discusses protecting clients and rebuilding lives.
2025-12-0921 min
FAAA Podcast Series2025 FAAA Congress Podcast - Gihan PereraRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Gihan Perera, a business futurist who shares with listeners some key points on how to stay ahead of the curve in a fast changing world.
2025-12-0920 min
FAAA Podcast Series2025 FAAA Congress Podcast - Nadia Docker and Patrick FlynnRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Nadia Docker and Patrick Flynn from the Plenary 3 Session, Staying Ahead – The Evolution of Advice.
2025-12-0934 min
FAAA Podcast Series2025 FAAA Congress Podcast - Greg DaviesRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Greg B Davies PHD who discussed behavioural science, data science, and technology to help clients overcome fear and uncertainties.
2025-12-0921 min
FAAA Podcast Series2025 FAAA Congress Podcast - Colin JowellRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Colin Jowell, a strategist and behavioural science expert who will touch upon what you need to do when clients face grief and need not only advice but stability
2025-12-0923 min
FAAA Podcast Series2025 FAAA Congress Podcast - Diana MousinaRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Diana Mousina about her career journey, her love of economics and her transition to economic influencer and expanding financial literacy awareness across the country.
2025-12-0914 min
FAAA Podcast Series2025 FAAA Congress Podcast - Phil AndersonRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Phil Anderson about all things policy, including CSLR, adviser numbers, education standards and much more.
2025-12-0927 min
FAAA Podcast Series2025 FAAA Congress Podcast - Travis Carter and Pedro Marin CFPRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Travis Carter and Pedro Marin CFP about the future of technology, AI and the race to scale advice by 2030.
2025-12-0933 min
FAAA Podcast Series2025 FAAA Congress Podcast - Amie Baker and Dawn ThomasRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Amie Baker and Dawn Thomas about FAAA Inspire and also their own digital presence and what you can do to build your own client base.
2025-12-0933 min
FAAA Podcast Series2025 FAAA Congress Podcast - Dave SlovinecRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Dave Slovinec about Future2 Foundation and the Grants Program which has recently released it’s 2025 grant recipients.
2025-12-0918 min
FAAA Podcast Series2025 FAAA Congress Podcast - Hardy MichelRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Hardy Michel about consumer financial services.
2025-12-0915 min
FAAA Podcast Series2025 FAAA Congress Podcast - Milo WilkinsonRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Milo Wilkinson on unlocking your mental agility and understanding the neuroscience behind resilience.
2025-12-0927 min
FAAA Podcast Series2025 FAAA Congress Podcast - Mark Hedderman and Chet BennettsRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Mark Hedderman and Chet Bennetts about global trends in financial planning currently and what is popular overseas currently
2025-12-0932 min
FAAA Podcast Series2025 FAAA Congress Podcast - Charmion Ingram and Scott FitzpatrickRecorded live in Perth at the 2025 FAAA Congress, join Fraser Jack and Ben Marshan as they speak to Charmion Ingram and Scott Fitzpatrick about their Gen Next Workshop – Communicating with confidence designed to give listeners tips and techniques on how to boost your presence.
2025-12-0918 min
Challenge the Standard in Financial AdviceS7E1 Why You Should Attend Conferences, with Glen JamesYou see the event announcement, and you think to yourself, "Flights, Accomodation, Time out of the business, Time away from your family... is this conference really worth it?" In this episode (recorded live in the vendor hall of the FAAA Congress 2025) Jordan and Nathan are joined by Glen James (Podcaster Extraordinaire, now Youtuber) to discuss How the gold Glen got from conferences helped set up Glens business for success Why your mind set, and 'leaning in' is the key to get the most out How is always something to be learned, but the key is...
2025-11-2042 min
Ensombl Advice AustraliaRetirement Experience Framework #1In this episode, Peita talks with Ben Marshan and Naomi Holmes. They discuss how advisers can better support clients by shifting retirement planning beyond finances to address the emotional, identity, and lifestyle transitions that define a fulfilling retirement. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website: https://www.hermoneymatters.com.au/ Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Marshan Consulting Website: https://www.marshan.co/ ...
2025-09-1644 min
Ensombl Advice AustraliaRetirement Experience Framework #1In this episode, Peita talks with Ben Marshan and Naomi Holmes. They discuss how advisers can better support clients by shifting retirement planning beyond finances to address the emotional, identity, and lifestyle transitions that define a fulfilling retirement. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website: https://www.hermoneymatters.com.au/ Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Marshan Consulting Website: https://www.marshan.co/ ...
2025-09-1644 min
Ensombl Advice AustraliaRetirement Experience Framework #2In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers can move beyond technical compliance to deliver deeper value by focusing on emotional connection, client experience, and transformative retirement planning. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website: https://www.hermoneymatters.com.au/ Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Marshan Consulting Website: https://www.marshan.co/ ...
2025-09-1650 min
Ensombl Advice AustraliaRetirement Experience Framework #2In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers can move beyond technical compliance to deliver deeper value by focusing on emotional connection, client experience, and transformative retirement planning. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website: https://www.hermoneymatters.com.au/ Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Marshan Consulting Website: https://www.marshan.co/ ...
2025-09-1650 min
Ensombl Advice Australia#503 Ben Marshan and Maddie CatlinThis week, James is joined by Ben Marshan and Maddie Catlin from the Future2 Foundation. They discuss the Foundation's mission, grant programs, fundraising efforts, and the impact of their work in supporting financially vulnerable Australians through community-driven initiatives. Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Maddie Catlin LinkedIn: https://www.linkedin.com/in/maddie-catlin/ Future2 Foundation Website: https://future2foundation.org.au/ Know a grassroots program changing lives by building stronger financial futures? Future2's Make the Difference! Grants offer up to $15,000 to help them go further. Nominations close 21 August 2025. Find ou...
2025-08-1335 min
Ensombl Advice Australia#503 Ben Marshan and Maddie CatlinThis week, James is joined by Ben Marshan and Maddie Catlin from the Future2 Foundation. They discuss the Foundation's mission, grant programs, fundraising efforts, and the impact of their work in supporting financially vulnerable Australians through community-driven initiatives. Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Maddie Catlin LinkedIn: https://www.linkedin.com/in/maddie-catlin/ Future2 Foundation Website: https://future2foundation.org.au/ Know a grassroots program changing lives by building stronger financial futures? Future2's Make the Difference! Grants offer up to $15,000 to help them go further. Nominations close 21 August 2025. Find ou...
2025-08-1335 min
Wealth Management Podcast NetworkIFA: Election aftermath: What a landslide Labor victory means for adviceIn this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to unpack the implications of Labor's sweeping electoral victory for the financial advice sector. Marshan explains what the heavy majority means for financial legislation, including what the potential ministerial candidates could bring to the table that could influence the pace and direction of regulatory reform. Listen as they discuss: Why the appointment of the next financial services minister will be pivotal. How proposed policies like the $3 million super tax could impact the tax system and...
2025-05-0846 min
The ifa ShowElection aftermath: What a landslide Labor victory means for adviceIn this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to unpack the implications of Labor's sweeping electoral victory for the financial advice sector. Marshan explains what the heavy majority means for financial legislation, including what the potential ministerial candidates could bring to the table that could influence the pace and direction of regulatory reform. Listen as they discuss: Why the appointment of the next financial services minister will be pivotal. How proposed policies like the $3 million super tax could impact the tax system and...
2025-05-0746 min
Wealth Management Podcast NetworkSMSF: Part 2: Highlights from the SMSF Association National Conference 2025In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part two, Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, joins to break down the major regulatory issues impacting the sector, including the ongoing confusion around how to apply wholesale investor thresholds for SMSFs. Ben Marshan, director at Marshan Consulting, also joins the show to talk about the importance of financial advisers staying ahead of regulatory shifts to ensure they are...
2025-02-2847 min
The SMSF Adviser ShowPart 2: Highlights from the SMSF Association National Conference 2025In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part two, Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, joins to break down the major regulatory issues impacting the sector, including the ongoing confusion around how to apply wholesale investor thresholds for SMSFs. Ben Marshan, director at Marshan Consulting, also joins the show to talk about the importance of financial advisers staying ahead of regulatory shifts to ensure they are...
2025-02-2647 min
Striver Podcast132: New Class of Advisors Introducing the 'New Class of Advisors' that promises to enhance accessibility to financial advice amid upcoming legislative changes. I speak to Ben Marshan from Marshan Consulting about the impact of new legislative proposals, including the introduction of a "new class of advisor" and how this could reshape accessibility, affordability, and career pathways in financial planning. We discuss the challenges and opportunities facing the profession—how businesses can better serve under-advised clients, the role of new advisors in bridging the generational wealth gap, and how firms can leverage these changes to grow sustainably. If you're interested in...
2025-02-1127 min
Retire Right245 money, retirement & investing risks + how to mitigate themRetirement comes with its fair share of uncertainties, but understanding the risks can help you retire confidently. In this episode, Glen chats with Ben Marshan—former financial adviser and head of policy at the Financial Planning Association (FPA)—to unpack some of the biggest risks retirees face and how to tackle them. With years of experience helping clients and advisers navigate retirement, Ben shares valuable insights on how to approach this crucial life stage. They touch on:👉 longevity risk👉🏼 sequencing risk👉🏽 inflation risk👉🏾 market risk/diversification👉🏿 interest rate risk👉🏻 health care costs
2024-12-251h 04
Wealth Management Podcast NetworkIFA: Don't wait for the silver bullet of regulatory reform In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Ben Marshan Consulting, to break down how the Delivering Better Financial Outcomes reforms will impact advisers and how they can look beyond the shifting regulatory landscape to improve their businesses. Marshan explains how the ongoing financial services reforms have stacked on top of each other to create the unwieldy situation the sector finds itself in, and why streamlining labyrinthine regulation could be an impossible task. Listen as they discuss: How advisers can help their clients find purpose...
2024-08-0533 min
The ifa ShowDon't wait for the silver bullet of regulatory reformIn this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to break down how the Delivering Better Financial Outcomes reforms will impact advisers and how they can look beyond the shifting regulatory landscape to improve their businesses. Marshan explains how the ongoing financial services reforms have stacked on top of each other to create the unwieldy situation the sector finds itself in, and why streamlining labyrinthine regulation could be an impossible task. Listen as they discuss: How advisers can help their clients find purpose as...
2024-07-3133 min
Challenge the Standard in Financial AdviceS1E3 Ben Marshan and the Qualified AdvisersHot off the back of the most recent, and quite controvercial Quality of Advice review annoucements, Jordan and Nathan got Ben Marshan into the studio. Ben is a consultant for financial advice practices, having previously been the head of policy and engagement for the FPA. With his extensive experience in advocacy and lobbying the boys delved into what the latest annoucements would mean for advisers, and what they should do if they arent happy. You can find Ben on linkedin at https://www.linkedin.com/in/benjaminmarshan/
2023-12-1440 min
The Rise of the ParaplannerWhat the Quality of Advice Review means for paraplannersIn this episode, I sit with Ben Marshan and Phil Anderson to explore the Quality of Advice Review and what Paraplanning looks like in the future. Ben and Phil discuss the future of written documentation, like the SOA, and how these changes will affect Paraplanners’ place in the financial advice industry. This episode uncovers and cements the true value of the Paraplanner and, hopefully, quells any fears you have around the elimination of SOA documentation and the future of financial planning. Connect with Ben: https://www.linkedin.com/in/benjamin-marshan-6617191/ Connect with Phil: https://www.linkedin.co...
2023-01-3142 minThe Rise of the ParaplannerWhat the Quality of Advice Review means for paraplannersIn this episode, I sit with Ben Marshan and Phil Anderson to explore the Quality of Advice Review and what Paraplanning looks like in the future. Ben and Phil discuss the future of written documentation, like the SOA, and how these changes will affect Paraplanners’ place in the financial advice industry. This episode uncovers and cements the true value of the Paraplanner and, hopefully, quells any fears you have around the elimination of SOA documentation and the future of financial planning. Connect with Ben: https://www.linkedin.com/in/benjamin-marshan-6617191/ Connect with Phil: https://www.linkedin.co...
2023-01-3142 min
Ensombl Advice AustraliaFPA Congress Insights #3Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Matt Jones Co-Founder and Brand Director at Four Pillars Gin Matt Jones LinkedIn: https://www.linkedin.com/in/matt-jones-433a1bb/ Four Pillars Gin Website: https://www.fourpillarsgin.com/ Dr. Paul Moran CEO and Founder of iFactFind Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ iFactFind Website...
2022-12-131h 25
Ensombl Advice AustraliaFPA Congress Insights #3Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Matt Jones Co-Founder and Brand Director at Four Pillars Gin Matt Jones LinkedIn: https://www.linkedin.com/in/matt-jones-433a1bb/ Four Pillars Gin Website: https://www.fourpillarsgin.com/ Dr. Paul Moran CEO and Founder of iFactFind Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ iFactFind Website...
2022-12-131h 25
FAAA PodcastFPA Professionals Congress 2022 #15 - Discussion with Ben Marshan, General Manager of Policy and Advocacy, the Financial Planning Association of AustraliaIn this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser provide a policy update & discuss video SOAs with Ben Marshan.
2022-12-1323 min
Video Confidence Collective119: Special: FPA Video SOA Soapbox Set to the Rescue with Ben MarshanHow well do clients understand their financial plans?
Financial planners create text document on Statement of Advice to clients that costs days and thousand of dollars to produce, only for some clients to come back, scratching their heads, with a ton of questions on the document. With the onset of pandemic that forced people to do video meetings instead, the concept of Video SOA was born, and more and more professionals and customers alike are pushing this medium as part of process in sealing the deal.
In this episode, Chris Schwager (Co-founder and Video Marketer...
2022-08-1835 min
FAAA PodcastUnderstanding Target Market Determinations and DDO9In this episode of the FPA Podcast, David Barrett, Head of Macquarie Technical Services joins Ben Marshan, Head of Policy, Innovation & Strategy, FPA to discuss what is a Target Market Determination (TMD) and as a financial planner what are the obligations and requirements you need to be aware of.As part of the Design and Distribution Obligations (DDO), which came into effect in October 2021, financial planners are required to have Target Market Determinations (TMD) for clients as part of their advice obligations. A TMD describes who the product may be suitable for, based on their likely needs...
2022-07-1829 minFAAA PodcastEpisode 10 - Building the right client base In this episode of the FPA Podcast, Sue Viskovic of Elixir Consulting joins Ben Marshan, Head of Policy, Innovation & Strategy, FPA to discuss how financial planning practices can effectively execute a strategy that targets the right type of client for their business.
2022-06-0935 min
Ensombl Advice AustraliaDelivering Advice Differently #1In this first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have come from, and how that has shaped our mindsets and limitations of what advice could be in the future. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage A...
2022-03-2950 min
Ensombl Advice AustraliaDelivering Advice Differently #1In this first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have come from, and how that has shaped our mindsets and limitations of what advice could be in the future. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage A...
2022-03-2950 minEnsombl Advice AustraliaDelivering Advice Differently #2In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice "as a product", and how all the stakeholders (from regulators to advisers and clients) are benefiting from this approach. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE...
2022-03-2937 min
Ensombl Advice AustraliaDelivering Advice Differently #2In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice "as a product", and how all the stakeholders (from regulators to advisers and clients) are benefiting from this approach. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE...
2022-03-2937 minEnsombl Advice AustraliaDelivering Advice Differently #3In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is part of something bigger, in Adult Learning Styles, and how to encourage your clients to lean in and engage in the decisions you make together. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan
2022-03-2939 min
Ensombl Advice AustraliaDelivering Advice Differently #3In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is part of something bigger, in Adult Learning Styles, and how to encourage your clients to lean in and engage in the decisions you make together. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan
2022-03-2939 minEnsombl Advice AustraliaDelivering Advice Differently #4In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a huge topic, from your professional obligations to get informed consent, to helping the non-CFO in client couples. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at...
2022-03-2941 min
Ensombl Advice AustraliaDelivering Advice Differently #4In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a huge topic, from your professional obligations to get informed consent, to helping the non-CFO in client couples. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at...
2022-03-2941 min
Ensombl Advice AustraliaDelivering Advice Differently #5In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice process, where we discuss clients' "memorable moments" and the Pub or BBQ test, as well as not applying "technology efficiencies" to "speed up" a bad client experience. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan
2022-03-2956 minEnsombl Advice AustraliaDelivering Advice Differently #5In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice process, where we discuss clients' "memorable moments" and the Pub or BBQ test, as well as not applying "technology efficiencies" to "speed up" a bad client experience. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan
2022-03-2956 minFAAA PodcastEpisode 8 – TechnologyIn this episode of the FPA Podcast, Samantha Clarke of Advice RegTech joins Ben Marshan, Head of Policy, Innovation & Strategy, FPA to discuss technology including Fintech, RegTech and innovation. This episode is CPD accredited.
2021-09-2036 minFAAA PodcastEpisode 7 – Valuing and selling your businessIn this episode of the FPA Podcast, Graham Burnard of Elixir Consulting joins Ben Marshan, Head of Policy, Innovation & Strategy, FPA to discuss what you need to know when it comes to valuing your financial planning business for sale.
2021-09-0134 minFAAA PodcastEpisode 5 – How to create a commercially successful businessIn this episode of the FPA Podcast, Simon Hoyle of Coredata and John Hewison of Hewison Private Wealth join Ben Marshan, Head of Policy, Innovation & Strategy FPA to discuss what creating a successful business looks like.
2021-08-0934 minFAAA PodcastEpisode 4 – FPA Policy PlatformIn this episode, FPA Chair, Marissa Broome, and FPA head of policy innovation and strategy, Ben Marshan, join Dante De Gori to talk about the FPA Policy Platform.
2021-06-2336 minFAAA PodcastEpisode 3 – Self-licensing: Is it right for me?In this episode of the FPA Podcast, Ben Marshan, Head of Policy, Strategy and Innovation for the FPA is joined by Nadia Docker of Kinetic Compliance and Sean Graham of Assured Support to discuss self-licensing practices and whether it’s the right move for you and your practice.
2021-06-0146 minFAAA PodcastEpisode 2 – Unpacking the Federal BudgetIn this episode of the FPA Podcast, Nick Hannan joins Dante De Gori and Ben Marshan from the FPA to discuss the recent federal budget and outline some of the key components included within it.
2021-05-2424 min
FAAA PodcastEpisode 1 – Policy and reform in financial planningIn this episode, Dante De Gori CFP® and Ben Marshan CFP® discuss FPA’s policy and reform agenda including our fight against the rise in the ASIC industry funding levy and the annual renewal of ongoing fee arrangements from 1 July.
2021-05-1122 min
Ensombl Advice Australia#187 Benjamin MarshanThe Lego king, Ben also heads up policy and standards at Financial Planning Association of Australia Benjamin Marhshan Linkedin: https://www.linkedin.com/in/benjamin-marshan-6617191/ FPA Website: https://fpa.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus
2020-07-011h 07
Ensombl Advice Australia#187 Benjamin MarshanThe Lego king, Ben also heads up policy and standards at Financial Planning Association of Australia Benjamin Marhshan Linkedin: https://www.linkedin.com/in/benjamin-marshan-6617191/ FPA Website: https://fpa.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus
2020-07-011h 07
The Rise of the ParaplannerThe future of the SOAIn this episode, we explore the introduction of digital SOA's and what instigated the Future of the SOA project at the FPA. Ben goes into detail about the research conducted for this project including what consumers want, where the problems currently sit and what needs to change in the industry. This episode will open your mind to the possibilities with the digital SOA, including how this is likely to change paraplanning in the years to come. Connect with Ben: https://www.linkedin.com/in/benjamin-marshan-6617191/ The Rise of the Paraplanner is powered by Contract...
2020-06-1259 minThe Rise of the ParaplannerThe future of the SOAIn this episode, we explore the introduction of digital SOA's and what instigated the Future of the SOA project at the FPA. Ben goes into detail about the research conducted for this project including what consumers want, where the problems currently sit and what needs to change in the industry. This episode will open your mind to the possibilities with the digital SOA, including how this is likely to change paraplanning in the years to come. Connect with Ben: https://www.linkedin.com/in/benjamin-marshan-6617191/ The Rise of the Paraplanner is powered by Contract...
2020-06-1259 min
Trash Talk RadioEp. 66Ep. 66! The NFL Conference Championship games are set! We take a look at how Andy Reid is calling all the right plays for Patrick Mahomes II and Damien Williams while the Chiefs defense has stiffened up, how the Cowboys-Rams game was won in the trenches and why Dak Prescott failed to make the one play he needed to make this week, why Tom Brady, Bill Belechick and the Patriots did not show their hand and then unleashed an old school ass-whooping on the Chargers and then how Sean Payton, Drew Brees and Marshan Lattimore stopped Nick Foles and the...
2019-01-161h 01
Striver Podcast2019 The Year Of The MachineThere has been a lot of conversation on the use of technology in professional services firms, the practical application of it on the other hand can be a bit harder to navigate. We got chatting with Ben Marshan from the FPA to discuss the research they did into some of the cutting edge applications that could support your firm, check it out!
2019-01-0723 min
Open House Podcast#110 | April 3rd, 2014: Randy Seidman + DJ ShammuiClick the post for details on this episode!
Welcome back to Open House and a special 110th episode. Today I cooked up something deep & melodic for you in part one, followed by a guest mix from one of my favorite South East Asian DJ's, Shammui, in hour two. Just got back from an awesome few weeks in Asia, great gigs from Pyramid & VH in Indonesia to Zouk in Kuala Lumpur. Also recently released are a couple remixes for Andrea Bertolini as well as Aerofeel5 which are available on Beatport. Something special for you this month, I finished a tech house...
2014-04-031h 59