Striver Podcast

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...

Iress, in collaboration with Deloitte Access Economics, has launched a landmark report on the future of financial advice in Australia. Hear from Marcus Field, Head of Growth and Partnerships at Iress as we unpack the...

We often think about efficiency in business to be focused around process and software but what about individual effectiveness. My chat with Vanessa Bennett highlighted some ways to find 25% more effectiveness and at the...

Efficiency, efficiency, efficiency. How do you get on the bandwagon to get results? Looking at current processes and easy wins is sometimes the best way to get on the efficiency wagon (or a bus, which is generally...

Phone call first, instant gratification and keeping it simple. This is what we expect from most experiences in our lives. But our attention spans are getting shorter and our digital habits are changing so how will that...

The beauty of technology is that it can be data-driven at every decision point. How can this apply to the very personable advice industry? I speak to Paul Feeney, Founder and CEO at Otivo, to tick off items from the...

In an evolving landscape, brand is crucial at every phase of your business lifecycle. In this thought-provoking episode, Joshua Grace, Customer Office Group Executive at Colonial First State, explores how a robust and...

How will financial advice from a Super Fund change the game? To answer this question, Alisdair talks to Renae Anderson, Select Advice Manager, about UniSuper's 3-year strategy to increase their adviser talent pipeline...

Segmentation is vital for advice practices, impacting financials, cost-to-serve, and fee consistency. How are top firms managing segment identification and potential client off-boarding? Jackie Clark, National Education...

Are client surveys a more powerful tool than we realise? This week, we unpack the full potential of a humble client survey. What's the best approach to them - ad hoc, formal, or a combination? With Jackie Clark...

Now that generative AI has been released into the world, how do we (re)define ethics and privacy? ChatGPT and similar apps continue to dominate the headlines as its application widens. For educators and universities, it...

This week, I spoke to Jackie Clark, National Education Manager at Colonial First State on the KEY metrics to evaluate if your business has the capacity to grow or grind to a halt if new clients come along. Find out what...

ChatGPT, an app with 57 million users as of January 2023, is a hot-topic on everyone's lips. It has changed the way we view education, entertainment and work. We love playing with it at Striver but what will it mean in...

Can you articulate your purpose simply and does it flow through to your systems and process in your business and then ultimately to your team and clients? The landscape looking promising with client opportunities, and...

More often than not, education is one of the biggest costs for your client if they have children or grandchildren. Imagine - the return on investment from all those Birthday and Christmas gifts invested into their...