In episode 5, we delve into current affairs impacting the financial services industry like AI advancements, ChatGPT vs DeepSeek, as well as the rise of AI sovereignty and its regulatory challenges. How can businesses find value in AI?

This episode also explores AFSL licensing in Australia. It's a complex area with many nuanced exceptions, too many for one episode, so we have shared more general insights to the ins and outs of AFSLs including:

• Who needs an AFSL
• The pros and cons of "renting" an AFSL
• Crucial strategic planning for AFSL businesses
• The information that goes into an AFSL application
• The limits on marketing and market engagement before ASIC approval
• Innovation in the market with fund incubation models

Thank you to our sponsors Beyond Billables https://www.beyondbillables.com/ and Rayne Legal https://www.rayne.com.au/.

While we love sharing our thoughts with you, this podcast is for information only and does not create a client relationship or contain any legal or financial advice. Any financial matters discussed are our personal opinions and don’t constitute recommendations.

Welcoming our first guest to The Risk Reward Podcast - Dr Katherine Hunt!

Katherine holds many credentials, having started in psychology before going on to become a financial advisor. She then completed her doctorate in law and finance and is now a growth and mindset coach. Most impressively, she still finds the time to surf an hour a day!

During the show, we dive into topics such as:

• Katherine’s career journey from psychology to financial services,
• Building a career in financial services,
• The power of networking and referrals,
• Aligning your personal values with professional ethics,
• And strategies for business growth and personal development!

Thank you to our sponsors Beyond Billables https://www.beyondbillables.com/ and Rayne Legal https://www.rayne.com.au/.

While we love sharing our thoughts with you, this podcast is for information only and does not create a client relationship or contain any legal or financial advice. Any financial matters discussed are our personal opinions and don’t constitute recommendations.

Welcome back! In episode 3, we dive into strategies for financial services businesses aiming to elevate their branding, marketing, and growth.

We cover essential topics, such as:

• The importance of a cohesive brand identity,
• Integrating marketing efforts across different platforms,
• The role of authentic content creation,
• How to encourage employee engagement in content generation,
• and the impact of new technologies like AI

Thank you to our sponsors Beyond Billables https://www.beyondbillables.com/ and Rayne Legal https://www.rayne.com.au/.

While we love sharing our thoughts with you, this podcast is for information only and does not create a client relationship or contain any legal or financial advice. Any financial matters discussed are our personal opinions and don’t constitute recommendations.