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Financial Advice
CSLR
Artificial Intelligence
Financial Planning
Delivering Better Financial Outcomes
Superannuation
Intergenerational Wealth Transfer
Financial Services
Cybersecurity
Financial Advisors
ASIC
Financial Independence
Tax Deductibility
Financial Advice Sector
Compensation Scheme Of Last Resort
Quality Of Advice Review
Financial Literacy
Australia
Divorce
Emotional Intelligence In Financial Planning

The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au

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Artwork for The ifa Show

Latest Episodes

On this episode of The ifa Show, host Mikaela Henschel speaks with Brighter Super senior manager of adviser growth Nicky Leis about the government's proposed new class of adviser and how it could affect the advice gap, super funds and the advisers al... more

In this episode of The ifa Show, host Mikaela Henschel sits down with TruWealth Advice founder and principal financial adviser Natallia Smith to talk about the emotional side of advice, and why it often matters more than the numbers.

Smith came in... more

In this episode of The ifa Show, host Shy-ann Arkinstall is joined by independent financial adviser Andrew Saikal-Skea to dig into the complexities of being independent under the law and how this translates into his referral frameworks.

Spanning l... more

In this episode of The ifa Show, host Alex Burke is joined by Marin Wealth financial adviser Hannah Elliot to break down her time as a Professional Year (PY) adviser and her frustrations with the lack of guidance in the process.

Hannah explains wh... more

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Nicky Leis
Senior Manager, Advisor Growth at Brighter Super
Brighter Super
Episode: Can a new class of adviser close the advice gap?
Natallia Smith
Founder and principal financial advisor at TruWealth Advice
TruWealth Advice
Episode: The psychology of trust: How to advise women through life's biggest financial transitions
Andrew Saikal-Skea
Independent financial advisor
Independent practice
Episode: Inside section 923A: How to navigate independence, risk advice and referral partnerships
Hannah Elliot
Advisor at Marin Wealth
Marin Wealth
Episode: Flaws in the PY fuelling young talent retention challenge
Kanish Chugh
Head of ETF Sales at Pimco
PIMCO
Episode: Understanding fixed income ETFs opportunities in a shifting environment
Blake Briggs
CEO of the Financial Services Council
Financial Services Council (FSC)
Episode: Breaking down the FSC's policy proposals
Adrian Aardoom
From Challenger, discussing retirement income strategy
Challenger
Episode: The missing link in retirement advice
Paul Luu
financial advisor and insurance specialist
Evalesco and Principal Edge
Episode: Inside Australia's underinsurance problem – and why risk specialists matter
Jayde Jenkins
Financial advisor at Mazzy Wealth
Mazzy Wealth
Episode: Why going it alone isn't always the answer in financial advice

Hosts

Alex Burke
Host of the show, introduces topics and guides the conversation
Keith Ford
Host of The ifa Show, discusses topics and guides the conversation

Reviews

4.6 out of 5 stars from 30 ratings
  • Sam

    The host needs to talk less and let her guests actually contribute. Hard to listen to her waffling and tone. Otherwise great content

    Apple Podcasts
    3
    Sammi0802
    Australia3 years ago
  • Great insights

    This podcast covers great topics and is a great listen for all in the advice industry. Always on top of my play list.

    Apple Podcasts
    5
    Nig@arch
    Australia3 years ago
  • Good interviews and discussion

    Podcast Addict
    5
    Hagar1970
    6 years ago
  • Great show

    Really enjoying the increased frequency of the podcast. Great topics and discussion. Please keep it up

    Apple Podcasts
    5
    Gillytel3434
    Australia6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Balanced insights into AI, regulation, and business growth in advisory practices.
Guests bring valuable expertise; host could occasionally give guests more space to contribute.
Engaging discussions on policy and practice, great for keeping up with industry changes.
Excellent topics and regular episodes; positive for advisers seeking practical takeaways.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Can a new class of adviser close the advice gap?
Q: What problem is the government trying to solve with the new class of advisor?
The central issue is accessibility and affordability of advice for more Australians, ensuring people can access guidance at the right time and from trusted sources, especially as many are unadvised despite interest.
The psychology of trust: How to advise women through life's biggest financial transitions
Q: What should an advisor do in the next client meeting to make it more effective for clients facing vulnerability and trust issues?
Natallia emphasizes understanding the client's emotional state, using simple, small steps to progress, and ensuring the client feels comfortable and in control, which includes asking targeted questions and prioritizing relational rapport over sheer informational depth.
The psychology of trust: How to advise women through life's biggest financial transitions
Q: Walk me through that first meeting with a woman who's recently widowed or in the middle of a separation. How are you approaching that conversation and how is it different from a standard investment meeting?
The host asks about the unique dynamics of an emotionally charged first meeting; Natallia explains that during high-stress life events the brain struggles with absorbing information, so the approach is to slow down, build trust through empathetic listening, and address the client's immediate emotional needs before diving into technical details.
Understanding fixed income ETFs opportunities in a shifting environment
Q: What are the obvious advantages of fixed income ETFs over traditional bond funds?
ETFs offer intraday liquidity, transparent pricing, and the ability to rebalance within the same day on platforms, which reduces the time out of the market and helps advisors manage client portfolios more precisely.
Breaking down the FSC's policy proposals
Q: Why is the levy set at $25,000 per licensee instead of per-advisor, and could it be higher or lower?
The per-licensee levy aligns with who bears responsibility for compliance and for overseeing ASIC oversight; $25,000 is seen as a balance to fund ongoing supervision without imposing excessive costs, with the option of a higher figure like $40,000 discussed as a theoretical alternative but judged to be too disruptive.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About The ifa Show

What is The ifa Show about and what kind of topics does it cover?

The program consistently centers on regulatory developments, policy proposals, and practical implications for financial advisers in Australia, with frequent deep-dives into AI usage, education reforms, CSLR considerations, and industry consolidation. Episodes often feature policy makers, industry leaders, and practitioner guests who unpack complex topics — from licensing levies and risk-based supervision to retirement income strategy and governance of AI in advisory work — and translate them into actionable insights for advisers, firms, and regulators. A standout thread is the balance between safeguarding consumer outcomes and maintaining accessibility to advice, plus a pragmatic focus on operations, efficiency, and growth in advisory pract... more

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Which podcasts are similar to The ifa Show?

These podcasts share a similar audience with The ifa Show:

1. Ensombl Advice Australia
2. Challenge the Standard in Financial Advice
3. The Money Puzzle
4. Between Meetings with Matt Heine
5. Equity Mates Investing Podcast

How many episodes of The ifa Show are there?

The ifa Show launched 10 years ago and published 333 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The ifa Show?

Recent guests on The ifa Show include:

1. Nicky Leis
2. Natallia Smith
3. Andrew Saikal-Skea
4. Hannah Elliot
5. Kanish Chugh
6. Blake Briggs
7. Adrian Aardoom
8. Paul Luu

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