Best Insignia Podcasts (2024)

1
Why this ecommerce BNPL exec made the leap to B2B commerce | Fluid CEO & co-founder Trasy Lou Walsh 36:10

4h ago36:10

36:10

Lending is not for the faint of heart. But when Trasy Lou Walsh found the right partners to embark with on her first startup venture, she took the leap and started Fluid. With Fluid, she is working to bring consumer-level payment experiences to B2B ecommerce transactions, starting with handling buyer payments to suppliers (i.e., buy now pay later f…

1
Finding the ‘secret sauce’ for advice firm operations 33:40

5h ago33:40

33:40

In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at Elixir Consulting, powered by VBP, to take an in-depth look at some of the key findings from the firm’s recently released Advice Operations Research Report. Clark breaks down the ingredients that make up the secret sauce of great ad…

1
‘Milestone event’: Inside the Entireti, AMP deal 32:03

7h ago32:03

32:03

In this episode of The ifa Show, host Keith Ford is joined by Neil Younger, CEO of Entireti, to discuss the firm’s recently announced strategic partnership that will see Entireti take a majority stake in AMP’s three licensees and the Jigsaw offering. Younger explains how the move will impact the advisers moving across as well as what the deal means…

1
‘I’m really bullish on the profession’: The opportunity to provide value 27:51

6d ago27:51

27:51

In this episode of The ifa Show, host Keith Ford is joined by Ryan Watson, chief executive of Tribeca Financial, to discuss the importance of bringing more advisers into the profession and why he believes there is currently an incredible opportunity to help people through financial advice. Watson covers the advice firm’s recent expansion with a new…

1
Don’t wait for the silver bullet of regulatory reform 33:54

24d ago33:54

33:54

In 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 hav…

1
Everyone Has A Treasury Problem And The Modularized “CFO Office” Solution With Finmo CEO David Hanna | Call 167 41:06

13d ago41:06

41:06

More than two decades into his career in risk and compliance roles across PayPal, EY, ING, Rapyd, etc., David decides to not settle but go the other way -- start a company to bring “sexy” back to treasury. Timestamps(00:04) Highlights;(00:38) Everyone has a treasury problem;(04:07) Why is there a treasury problem and what recent bank runs have to d…

1
Navigating financial advice and finding a niche 30:25

1M ago30:25

30:25

In this episode of The ifa Show, host Keith Ford is joined by Matt Hale, senior financial planner and director at Rising Tide Financial Services, to discuss where the advice profession is heading and the pressures that are impacting the provision of advice. Hale explains how Rising Tide found its core client base and moulded its offering around the…

1
Insights on the UK and Australian financial advice landscape 40:10

1M ago40:10

40:10

In this episode of The ifa Show, host Keith Ford is joined by experienced financial services executive Tony Beaven to take a look at the similarities and differences between the UK and Australian financial advice sectors – and what each can learn from one another. Beaven, who has worked in advice businesses across both countries, explains how the r…

1
‘Sanity prevailed’: How adviser action helped change the DBFO bill 40:12

2M ago40:12

40:12

In this episode of The ifa Show, host Keith Ford is joined by managing director of WT Financial Group Keith Cullen to discuss the recent passage of the first Delivering Better Financial Outcomes bill and the need to expand the advice profession. Cullen explains how advisers engaging with the political process delivered a tangible outcome in the ame…

1
The evolving landscape for advice platforms 22:50

2M ago22:50

22:50

On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Matthew Rady, the chief executive officer at BT Financial Group, to discuss the evolution of BT and how its BT Panorama platform stands out in a competitive space. Tune in to hear insights on the importance of embracing digital as well as having a great culture, and ho…

1
Understanding the regulatory costs impacting advice 33:25

2M ago33:25

33:25

In this episode of The ifa Show, host Keith Ford is joined by Phil Anderson to discuss a range of pressing issues for the advice profession that are adding a cost burden to the provision of advice. Anderson, who is the general manager of policy, advocacy and standards at the Financial Advice Association Australia (FAAA), explains the different mech…

1
Insights from Insignia’s Cable Rickard on evolution, expansion, and industry adaptation 21:35

2M ago21:35

21:35

On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Cable Rickard, general manager of Wrap Solutions and Product Integration at Insignia Financial, to discuss the evolution of Insignia Financial, the impact of recent acquisitions, and the future of their flagship platform, Expand. Tune in to hear insights on how Insigni…

1
Ep. 890 - Deandra Duggans (VP Brand Marketing, Las Vegas Aces) 43:48

2M ago43:48

43:48

Deandra Duggans is working to merge the gap between brand and fans, by invoking a new sense of what that relationship means in the digital and traditional media world. Duggans shares about her time in the NFL with the Baltimore Ravens, trying to play music that the players like, but also that the fanbase will accept. Duggans then talks about her mo…

1
SuperApp execs' toughest challenge driving retail innovation in rural Indonesia | Call 166 22:13

2M ago22:13

22:13

We’re back with Nadira Zahiruddin and Gisella Tjoanda, VP of Innovation and VP of Business Development, respectively, at SuperApp (Super), the leading social commerce platform in Indonesia, innovating the future of retail in underserved areas in the country. In Part 1, we got caught up on Super’s business, how it's developed and evolved over the la…

1
Breaking down the impact of the CSLR 34:30

2M ago34:30

34:30

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford following the first Compensation Scheme of Last Resort payments being made to discuss how the scheme is impacting the advice profession. The pair delve into the details behind the CSLR, including how the scheme works and why advisers won’t be on the…

1
Ep. 889 - Justin Rogers (Assistant Athletic Director / Resource Development, Boise State) 41:39

2M ago41:39

41:39

As NAATSO time in Las Vegas hits, it's a visit with Justin Rogers, who oversees the revenue generation aspects of Boise State Athletics as "Resource Development." While that title is a bit new on the landscape, the role features many old school interests such as ticket sales, marketing and gift development. Rogers shares his viewpoint of capturing …

1
The crucial role of client portals 17:40

3M ago17:40

17:40

In this episode of The ifa Show, hosted by Keith Ford, Hans Egger, managing director of Astute Wheel, delves into the importance of client portals for financial advisers. The discussion centres on the benefits of using client portals to enhance data security and improve the overall client experience. The pair discuss: The critical role of client po…

1
The Brand Portfolio Strategy Behind the Store-Less Walmart of Indonesia with SuperApp VP of Innovation Nadira Zahiruddin and VP of Business Development & Strategy Gisella Tjoanda | Call 165 21:06

3M ago21:06

21:06

SuperApp VP of Innovation Nadira Zahiruddin and VP of Business Develompent & Strategy Gisella Tjoanda return to On Call with Insignia to give us the latest on Super’s growing portfolio of 36 private label and exclusivity brands, covering a wide variety from skincare products to mineral water. They share how SuperApp’s social commerce network of 48,…

1
How PPS Mutual is redefining insurance with CEO Michael Pillemer 19:25

3M ago19:25

19:25

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Michael Pillemer, CEO of PPS Mutual, to discuss the sustainability and advantages of the mutual insurance model. Pillemer highlights that the mutual model allows for profit sharing among members, contributing to long-term sustainability and client satisfaction. Despite …

1
The transformative power of data 27:06

3M ago27:06

27:06

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice. Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understandi…

1
The changing preferences for advice across generations 23:28

3M ago23:28

23:28

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by DASH chief executive officer Andrew Whelan ahead of the Adviser Innovation Summit in June to discuss the intergenerational transfer of wealth. Whelan explains how the wealth transfer is leading to seismic shifts within financial advice, which is compounded by younger ge…

1
Fazz exec Mark Hew on keeping the underdog mindset alive as a post-Series C regional fintech | Call 164 24:02

3M ago24:02

24:02

Our conversation with Mark Hew continues in this episode. The Chief of Staff and Head of Payments and Agents Business for regional fintech group Fazz spends part 2 sharing with us his approach to leadership and sustaining an underdog / David vs Goliath culture (find out what SOS means) in an organization as diverse and as mature as Fazz’s. Revisit …

1
Budget special: Government provides little for advice and super 36:15

3M ago36:15

36:15

In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector. They also take a look at some of the measures that were included, as well as why some high-profile topics were left out complet…

1
Fazz exec Mark Hew on approaching growth from payments differently from other fintechs | Call 163 19:52

3M ago19:52

19:52

We've been able to document the journey of fintech Fazz all the way back since our podcast started in 2020 with the CEO and co-founder, Hendra Kwik’s origin story. We've followed their evolution into what is now a regional FinTech group through a merger with Xfers. We also got to talk to Tianwei Liu, co-founder of Xfers, who is now the group deputy…

1
Streamlining the process of advice creation 27:09

4M ago27:09

27:09

In this episode of the ifa Show, host Keith Ford is joined by Ben Neilson, a financial adviser at Complete Wealth, to discuss streamlining the production of advice to help more clients. Neilson breaks down the way he makes advice more efficient and why advisers should be trying to do the same, as well as explaining why taking on more clients doesn’…

1
From pitching at Davos to hiring, controls, and fundraising: What it takes to be AwanTunai CFO with Shilpa Gautam 21:49

3M ago21:49

21:49

Welcome back to our continuing conversation with ⁠Shilpa Gautam⁠, CFO of supply chain digitization and purchase financing platform ⁠AwanTunai⁠. In the last episode, we talk about the recent progress AwanTunai has made with its Series B and what that means for its business. We also hear from Shilpa’s perspective as CFO how AwanTunai develops cost-ef…

1
On Call with Shilpa Gautam, AwanTunai CFO | Part 1 26:29

3M ago26:29

26:29

On Call with Insignia returns with a new guest, Shilpa Gautam, the CFO of AwanTunai! AwanTunai is a company digitizing the traditional FMCG supply chain in Indonesia to enable low-cost, equitable financing for MSMEs, a market opportunity worth US$300B in this segment alone.Over the years, we’ve heard plenty from CEO Dino Setiawan on the journey of …

1
Shadow treasurer urges less government intervention for advice prosperity 27:50

4M ago27:50

27:50

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more. Taylor, a key figure in the opposition, shared his views on a range of issues from the government’s handling of the Quality of Ad…

1
Why financial advisers should care about responsible investing 21:03

4M ago21:03

21:03

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible Investment Association Australasia (RIAA), to discuss the upcoming RIAA conference and how financial advisers can improve their skills in responsible investment. Parker breaks down the areas of focus for the conference and the bro…

1
Ep. 888 - Andrew Rubinstein (Annual Fund and Athletic Development Director, Lake Superior State University) 37:17

4M ago37:17

37:17

Andrew Rubinstein left the world of professional sports and group ticket sales to join the ranks of the annual fund at a remote university with Division I hockey in the state of Michigan. Rubinstein shares his choices, how he interacts with potential and current donors using technology such as Zoom, and embraces the idea that there's a longer play …

1
QAR bill and advisers as a political football 25:06

5M ago25:06

25:06

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the first bill coming out of the Quality of Advice Review and the advice profession becoming a hot-button political issue. With concerns swirling around the timeline for implementation, the Coalition has come out swinging, calling the dra…

1
Ep. 887 - Garrett Nolan (Independent Ticket Consultant) 55:22

5M ago55:22

55:22

It's been more than a minute since Garrett Nolan came on the podcast, way back in 2015 on Ep. 449. Nolan was a working stiff for one arena back then, but is now on his own, helping various platforms and partners achieve their revenue goals through his expertise. Nolan talks about his journey from being employed by one venue to his own independent c…

1
Ep. 886 - Craig Cugno (Vice President & General Manager, Ticket Sales - University of Connecticut at TAYMAR Sales U.) 33:43

4M ago33:43

33:43

Craig Cugno has had his work cut out for him, because as much as he wants to have two winning college basketball teams, it means that he has to work that much harder to get their off-site arenas filled up each, eight times a year. Good problems to have. Cugno discusses his start in minor league baseball, selling minor league hockey, then going to t…

1
How to navigate challenges and seize the opportunities 28:09

5M ago28:09

28:09

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to dissect what makes a successful advice business in 2024. Ahead of his appearance at the Adviser Innovation Summit 2024, Prendeville discusses the evolving advice landscape, touching on the challenges…

1
Ep. 885 - Paul Fruitman (Chief Consultant, iSports Insights) 33:10

4M ago33:10

33:10

It's been over 11 years since Paul Fruitman came on the podcast. The Canadian sports executive has ventured from ticket sales to corporate to now looking at brand insights for the sports space. Fruitman talks about what changed and what hasn't since that time, and how everything matters now to a brand, less on what is in the stadium, but what eyeba…

1
Ep. 884 - Kyle Pottinger (Sr. Vice President, Ticket Sales & Service, Phoenix Suns) 32:39

5M ago32:39

32:39

Kyle has had three stints with the Phoenix Suns, first as an intern, then as a group sales rep, then finally, back to take the lead of the organization's overall ticket sales strategy, now as Senior Vice President of Ticket Sales & Service. Kyle shares his vision of how the Suns have managed to do the impossible, create a 133-game sell-out streak o…

1
Approaching financial advice like a barrister 27:41

5M ago27:41

27:41

In the latest episode of the ifa Show, host Keith Ford sits down with Nathan Fradley, who has recently launched a standalone advice business to focus on complex cases that require specialist attention. Fradley explains why he decided to leave his previous role and the provision of ongoing advice in favour of working with financial advisers and thei…

1
Ep. 883 - Joe Bertoletti (Assistant General Manager, Insignia Events) 34:14

5M ago34:14

34:14

The last time that Troy talked to Joe, they were at the 2016 NACDA Conference. Troy was at UC Davis and Joe was at Holy Cross. Now, both are no longer in college athletics, which has changed drastically in that time. Joe made his way out to the southwest, working at both Surprise Stadium, the Cactus League home of the Kansas City Royals and Texas R…

1
Ep. 882 - Rob Yowell (President, Gemini Sports Group) 1:04:12

5M ago1:04:12

1:04:12

Rob Yowell has the entry of naming rights explode during his time in the industry, and has adopted the ability to sell new brands on the world of sports. Yowell has spent his time over the last few years helping groups such as bitcoin gain entry into the sports world space. Yowell covers some of the ins and outs of that industry segment, along with…

1
CSLR’s unanticipated cost and legacy burden on advisers 25:29

5M ago25:29

25:29

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Phil Anderson to discuss the industry’s concerns regarding the latest CSLR levy, emphasising the unexpected scale of the levy and its focus on covering legacy issues. Anderson, who is the general manager of policy advocacy and standards at the Financial Advice Association Aus…

1
Ep. 881 - Mike Dellosa (Vice President of Ticket Sales, Arizona Diamondbacks) 44:10

5M ago44:10

44:10

Mike Dellosa grew up in the Arizona Diamondbacks organization, rising to the role of Vice Presiden to Ticket Sales. So when it came to the pandemic, he did something drastic, throwing out the playbook entirely on how to sell tickets to fans. Dellosa felt that desperate times called for desperate measures, and he did whatever it took, by forcing in …

1
How this Singaporean firefighter is making life saving everyone's business with deep tech | Call 160 with Leon Yip 24:55

5M ago24:55

24:55

Part 2 of our chat with Leon Yip, former Singaporean firefighter, Insignia Ventures Academy VC Accelerator Cohort 2 alumnus, and now working with deep tech startups at Hatch.Part 1 was all about Leon sharing his journey from the Singapore Civil Defense Force to IVA and finally to Hatch: https://youtu.be/p7w42vX2x_0More episodes with IVA mentors and…

1
Ep. 880 - Matt Slatus (President, General Manager, Camelback Ranch) 34:56

5M ago34:56

34:56

Matt Slatus returns to the podcast, now as President & General Manager of Camelback Ranch, the Cactus League home of the Los Angeles Dodgers and Chicago White Sox. Slatus talks about the decade separation between his podcast guesting adventures, how he took a General Manager job at the Ballpark at The Palm Beaches (Houston Astros & Washington Natio…

1
Why this firefighter invested in learning more about startups and venture capital (Part 1) | Call 159 20:02

5M ago20:02

20:02

We are back with another Academy Afterthoughts episode, where we go on call with alumni and mentors of Insignia Ventures Academy’s programs, primarily the Certificate in Venture Capital course which is open for applications to its 7th (March) and 8th (June) cohorts! Talk to our program manager Jiaway Koh and learn more here: http://www.insignia.vc/…

1
Women in Finance: Building a brand that lasts 26:21

5M ago26:21

26:21

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry. As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space. In this episode, partn…

1
Ep. 879 - Kathy Burrows (Sold Out Seating, Sales Trainer) 32:19

5M ago32:19

32:19

Kathy Burrows has been a guest and friend of the podcast for over a decade. So its fitting that she be the first guest since 2019, when the podcast was last updated. Things have changed in the industry, for the better, as the phone crusher model seems to be dead or dying. Kathy talks about what she has learned, especially by asking those buyers wha…

1
Financial advice and the gender pay gap 26:16

6M ago26:16

26:16

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with Adele Martin, the founder of My Money Buddy and the Savings Squad podcast, on the occasion of International Women’s Day. Martin and Djurdjevic discuss the latest gender pay gap data, as well as ways to attract more women into financial advice and the potential for wom…

1
Why the Middle East is the next big market for Open Finance with Brankas CEO Todd Schweitzer | Call 158 21:55

6M ago21:55

21:55

Our conversation continues with ⁠Todd Schweitzer⁠, CEO and co-founder of open finance solutions platform ⁠Brankas⁠. After getting a fresh introduction to how Brankas and open finance works as well as developments in the open finance revolution in Southeast Asia, Todd takes us across the world to the Middle East and what Brankas has been doing to me…

1
Utilising political capital wisely 25:35

6M ago25:35

25:35

In this episode of the ifa Show, host Keith Ford is joined by Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss the recent creation of a new joint association. Mr Johnston explains why the AIOFP joined forces with the Finance Brokers Association of Australasia (FBAA) to form the…

1
From QAR to ASIC, what’s making news this week 21:22

6M ago21:22

21:22

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the latest on the QAR and other regulatory changes affecting the profession. A year has passed since Minister for Financial Services Stephen Jones released the final report on the Quality of Advice Review, a move that was eagerly awaited …

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