In this episode of the ifa Show, host Keith Ford speaks with Unbound Financial founder Charmaine Hall about how she has embedded AI across her financial advice business to reclaim time, cut costs, and deepen client relationships.

Charmaine dives into the risks, boundaries, and ethics of AI in advice, stressing the importance of accuracy checks, not over‑trusting AI, and putting tight security and data‑handling controls in place.

Tune in to hear:

• How AI can enhance the human side of advice.
• Why advisers need to look beyond simply generating file notes to reap the benefits.
• Balancing the use of AI with ethical concerns.

In this episode, host Keith Ford speaks with Michael Khouri, principal adviser at Better Financial Planning and host of the 'Sharing More Than the Sheets' podcast, about the value that a financial adviser's podcast can have for both their firm and their clients.

Michael explains that although he originally launched his podcast to find new clients, it quickly evolved into a passion project focused on helping people with practical money topics rather than technical product discussions.

Tune in to hear:

• Why podcasts can be a powerful tool for trust and vetting.
• How episodes can be used as follow-up resources and tools for referral partners.
• The importance of efficiency in advice businesses so advisers can help more Australians.

In this episode of the ifa Show, host Keith Ford speaks with Jordan Vaka, an independent financial adviser at PlanningSolo, about his niche focus on clients experiencing divorce and bereavement, particularly older women who have not previously managed the household finances.

Jordan explains the practical and emotional realities of advising recently widowed or divorced clients, from working closely with lawyers and unwinding complex structures to slowing things down or comforting a distressed client.

Tune in to hear:

• How both divorce and bereavement can consumes clients' mental capacity.
• The importance of simplifying financial affairs and focusing on predictable, regular income rather than elaborate structures.
• Why deep specialisation in niches can significantly improve client outcomes.