Shows
Lifespan LiveLifespan Investment Series, Episode 8: May 2025Join Eugene Ardino and Jonathan Pain to discuss the global shakeup, Trump tariffs, Australian election impact on markets, and more!
2025-05-1559 minLifespan LiveLifespan Investment Series, Episode 7: February 2025Join Lifespan CEO Eugene Ardino and Jonathan Pain, economist and author of The Pain Report, as they discuss geopolitical unrest, election season, economic stimulus in China, and the outlook for inflation and interest rates globally and locally.
2025-02-1745 minLifespan LiveLifespan Investment Series, Episode 6 : October 2024Join Lifespan CEO Eugene Ardino and Jonathan Pain, economist and author of The Pain Report, as they discuss geopolitical unrest, election season, economic stimulus in China, and the outlook for inflation and interest rates globally and locally.
2024-10-1648 minLifespan LiveLifespan Investment Series Episode 1 April 2023Join Lifespan Financial Planning CEO, Eugene Ardino, and Jonathan Pain, economist and author of The Pain Report, to discuss global and domestic markets, the outlook for inflation and interest rates, and the positioning of the Lifespan Managed Portfolios.
2024-07-1231 minLifespan LiveLifespan Investment Series Episode 2 August 2023Join Lifespan Financial Planning CEO, Eugene Ardino, and Jonathan Pain, economist and author of The Pain Report, to discuss global and domestic markets, the outlook for inflation and interest rates, and the positioning of the Lifespan Managed Portfolios.
2024-07-1240 minLifespan LiveLifespan Investment Series Episode 3 January 2024Join Lifespan Financial Planning CEO, Eugene Ardino, and Jonathan Pain, economist and author of The Pain Report, to discuss global and domestic markets, the outlook for inflation and interest rates, and the positioning of the Lifespan Managed Portfolios.
2024-07-1248 minLifespan LiveLifespan Investment Series Episode 4 April 2024Welcome to the Lifespan Investment Series, Episode 4. In this episode, we examine the likelihood of rates being cut in Australia given persistent and sticky levels of inflation. We also discuss whether it is time to recalibrate inflationary and interest rate expectations in the US, the likelihood of recession, and the impact of market conditions on the positioning of the Lifespan Managed Portfolios.
2024-07-1247 minLifespan LiveLifespan Investment Series Episode 5, July 2024Join Lifespan Financial Planning CEO, Eugene Ardino, and Jonathan Pain, economist and author of The Pain Report, as they discuss geopolitical unrest, election season, the impact on global markets, and dive into the current economic outlook for Australia.
2024-07-1244 minLifespan LiveLifespan Live Season Three Episode 4. You have got your own AFSL...Now what?Head of Lifespan Partnership, Tony Mantineo, joins Lisa Gregory to provide some insights for practices that have recently successfully applied to hold their own Australian Financial Services Licence. What are the support options available, what are the major challenges that new self-licensees often face, and how important is it to plan well beyond acquiring your AFSL, to ensure that both your advisory business and licence continue to thrive?
2022-11-3022 minLifespan LiveLifespan Live Season Three Episode 3. Social Media for financial advisers.Join us as Lyndal Higgins from Lifespan FP chats with Nicole Smith from Socialisd about social media for financial advisers, making it work for you. Advisers may find it easier to view social media as an online version of relationship marketing, using social engagement to build two-way relationships, with an approach that is both scalable and more efficient. Find out how social media can be especially effective in generating referrals from your existing clients and in initiating conversations with the next generation.
2022-09-2636 minLifespan LiveLifespan Live Season Three Episode 2. Avatars in action. Helping advisers engage with preferred clients.Well-developed avatars will assist you to engage in meaningful conversations with your preferred clients more effectively and efficiently. They are key to turning strangers into prospects, prospects into clients, and clients into raving fans. Listen in as Lifespan's Lyndal Higgins is joined by Jenny Pearse from Jenesis Consulting to explore Avatars in Action - helping advisers engage with preferred clients.
2022-06-1615 minLifespan LiveLifespan Live Season Three Episode 1. Using vetting to drive quality advice.In this episode of Lifespan Live, Eugene Serravalle, Lifespan FP General & Compliance Manager, and Pierre Moussa, Lifespan FP Senior Compliance Specialist, discuss the various ways that plan vetting can benefit both advisers and their clients.
Eugene and Pierre discuss the role of a good compliance team and the importance of approaching compliance with an adviser's mindset, to ensure quality advice outcomes.
2022-04-2818 min
The Jenesis Gems PodcastEP#03 - Marketing from the Licensees perspective with Lisa GregoryLisa Gregory, Marketing & Development Manager at Lifespan Financial, joins Jenny Pearse to take a deeper dive into how and what financial advisers should be tapping into with their dealer group. Lisa provides a unique perspective to marketing in the financial advice space. She is a passionate advocate for advisers, seeking to enable them to have quality conversations and connections with their clients. Working for over 20 years in a wide range of roles, including marketing, practice development, and advice innovation, Lisa has a great understanding of the challenges advisers face engaging and connecting with clients. https...2022-01-2639 minLifespan LiveLifespan Live Season Two Episode 6. Elevate your financial planning website - from online brochure to client engagement tool.Elevating your website from simply verifying that you exist to developing a website that speaks to and engages with your preferred clients in your brand voice, enables you to leverage your position, generate high-quality leads and referrals, and dramatically improve your practice's bottom line. Listen in as Lyndal Higgins, Marketing Coordinator at Lifespan chats with our guest, Prashant Nagarajan, Financial Adviser and Co-founder of Finnacle, about their rapid growth trajectory and recent major website evolution experience.
2021-12-1418 minLifespan LiveLifespan Live Season Two Episode 5. The time is now! Expert insights into how to develop an aged care advice solution for your clients.Lifespan Marketing Development Manager, Lisa Gregory is joined by Lifespan advisers, Lucy Harrison, from Harrison Lew and Associates, and Adrienne Rush from ICare Financial Advisory to discuss how important it is for advice firms to have an aged care advice solution for their clients. They discuss the true value of aged care advice, how to price the advice, and the range of options available to practices, ranging from being an aged care specialist to outsourcing the advice to an expert. And much more. After listening to this podcast, you should understand the importance of having a solution, what possible...2021-11-2233 minLifespan LiveLifespan Live Season Two Episode 4. Five key factors in choosing a licensee.Lifespan QLD Practice Development Manager, Kevin Mayne, is joined on this episode of Lifespan Live by Kellie Tesolin from RetireStrong, based in Brisbane.
Kevin and Kellie discuss what was the real impetus for Kellie to change licensees, and what were the five key factors Kellie considered when deciding to join the Lifespan advice community.
2021-10-0511 minLifespan LiveLifespan Live Season Two Episode 3. Finding your brand voice.Lifespan Marketing Manager Lisa Gregory is joined by Sara Howard from Writers Australia to talk all things brand voice. What is brand voice, and why is it more important than ever for advice firms, (and financial services licensees), to reflect on their brand personality, values, and vision? Lisa and Sara discuss the challenges to implement but also the tangible benefits of having a clear, honest, and powerful brand voice.
2021-08-1121 minLifespan LiveLifespan Live Season Two Episode 2. Building a thriving advice business of the future.Michael Gershkov, National Practice Manager (Lifespan Financial Planning), and Kris Meuwissen Adviser and Founder (Wealtheon) discuss the journey to building a thriving advice business, and the role that technology plays in delivering sustainable, quality advice to clients.
2021-06-0321 minLifespan LiveLifespan Live Season Two Episode 1. Tips for FASEA exam successEugene Serravalle, Lifespan FP General Manager and Head of Compliance, is joined by Ian Choudhury, Managing Director of Australian Financial Practitioners. They chat all things FASEA exam, with insights into how to maximise your chance of exam success, with some practical tips and tricks that will boost your confidence and lead you to FASEA exam success.
2021-04-2616 minLifespan LiveLifespan Live Season One Episode 7. Challenges and opportunities for advisers in 2021.Given all of the upheaval and disruption that 2020 brought, there are some clear challenges and opportunities for advisers in 2021. In this podcast, Lifespan Chief Executive, Eugene Ardino discusses these with Robert Ross, Senior Financial Planner, Lifespan.
2021-02-0222 minLifespan LiveLifespan Live Season One Episode 6. Celebrating more than 25 years of LifespanIn the sixth podcast in our Lifespan Live series, Lifespan Financial Planning CEO Eugene Ardino, is joined by his father, Lifespan founder John Ardino to reflect on how Lifespan, now one of Australia’s fastest-growing licensees has developed over the past quarter of a century from humble beginnings.
2020-12-1025 minLifespan LiveLifespan Live Season One Episode 5. Supporting advisers.In this episode, Lifespan CEO Eugene Ardino, is joined by Eugene Serravalle (General Manager and Head of Compliance), and Michael Gershkov, National Practice Manager to discuss how to manage and maintain quality relationships with clients during this period of market upheaval and disruption. They discuss strategies to use the current environment as an opportunity to enhance your connection with your clients.
2020-11-1118 minLifespan LiveLifespan Live Season One Episode 4. The growth of Managed AccountsLifespan Financial Planning Chief Executive Officer Eugene Ardino, is joined by Stephen Dykes, Stephen Dykes Financial Programming, to discuss the growth in managed accounts, and how it streamlines the service and advice that he provides to clients.
2020-10-1525 minLifespan LiveLifespan Live Season One Episode 3. Succession planning successEugene Ardino, Lifespan Financial Planning CEO, is joined by Eugene Serravalle, Lifespan General Manager and Head of Compliance, and Michael Gershkov, Lifespan National Practice Manager, to discuss how advice firms get succession planning wrong and what they can do to get it right.
2020-08-0517 minLifespan LiveLifespan Live Season One Episode 2. Can compliance support efficiency, client engagement and quality of advice?In this episode Lifespan Financial Planning CEO, Eugene Ardino and National Practice Consultant, Jill Tunkin, chat with Samantha Clarke, CEO and founder of Advice RegTech. They discuss how important it is to ensure that compliance builds efficiency, engagement and improves the quality of financial advice.
2020-08-0407 minLifespan LiveLifespan Live Season One Episode 1.The rise of self-licensingIn this episode, Lifespan Financial Planning CEO Eugene Ardino, and Lifespan Partnership National Practice Consultant Jill Tunkin, discuss the move towards self-licensing. What is driving it, and what solutions are there to support practices to successfully navigate this change, and how can we help?
2020-08-0413 min