Striver Podcast

In this episode of the Striver Podcast, I sit down with Julia Newbold – founder of the Stella Network – to discuss how financial advice can reach more Australians and reflect the clients it serves. We cover practical ways advisers and firms can service clients across every demographic, the relaunch of the Stella Network, and the power of networks to drive change and growth in the profession. If you're interested in expanding your impact and seeing how diversity, collaboration and fresh thinking can transform advice delivery, you'll want to tune in.

How do we make quality financial advice accessible to more Australians? In our latest Striver Podcast, we sit down with Rachel White from Vanguard to explore both local and global solutions — from fresh industry approaches to international innovations — that could help solve this urgent challenge.

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 the future of financial advice and what it means for both clients and industry professionals, this episode is a must-listen.

I asked Sharyn Baker, Head of Service and Operations at BT, "What does successful customer 'service' mean to you?" In Sharon's words, it means providing predictable, consistent and reliable service to both your internal and external customers. Hear how success is measured and how optimisation is driven by Net Promoter Score (NPS) data from the service frontline of BT Panorama, which celebrates 10 years of enabling quality financial advice to thrive with intuitive technology. It may surprise you - that from the simplest of feedback, the biggest of improvements can be made. Listen now.