Preview Mode Links will not work in preview mode

Goals Based Advice Podcast

Dec 21, 2020

When your clients strive to reach their goals, there are generally three pieces to the puzzle:

The head, the heart, and the hands;

The numbers, the motivations, and the actions;

As the adviser plays the part of the planner, the coach and the implementer.

In this episode number 158 of The Goals-based advice Podcast, we...

Dec 14, 2020

We spend a lot of time talking about Goals-based Advice, what it is, and what it is not.

It is not product-based advice, it is not specialist advice, it is not transactional advice, it is not a collection of funds under management or investment-based advice.

But all these things exist and can work alongside goals-based...

Dec 9, 2020

How can you think a little differently when it comes to bringing new clients to your business in a Goals-based advice world?

How can you run workshops, where clients work on their financial goals, with the use of smart thehnology?

In this episode number 156 of the Goals-based Advice Podcast, I chat with Noni Crawford...

Nov 30, 2020

In challenging times for the advice industry, it is important that those with influence step up to the plate and encourage Australians to seek financial advice. Financial wellbeing empowerment is a growing topic of discussion in Australia, especially in the midst of a recession. The great news is, there are companies...

Nov 19, 2020

Financial coaching is a small, but growing community in Australia. From what we understand, it involves a lot of behavioural coaching, discussing cashflow, and not a whole lot of real financial advice. With a growing interest, and a move towards developing strong client relationships, how can you go about incorporating...