Preview Mode Links will not work in preview mode

The Goals Based Advice Podcast

Feb 26, 2020

Financial advisers tend to focus a lot on getting compliance and their back-office operation right while neglecting the one thing that will make their business grow; Attracting new clients! The concept of magnetism is very relevant for financial advisers as attracting the right clients is key while also repelling...


Feb 20, 2020

Clients often have complex problems that demand solutions. Unfortunately, many financial advisers fail to understand the needs of their customers. Typically, they dish out generic solutions that don't account for the complexities of the scenario at hand. To survive in this increasingly competitive industry, financial...


Feb 14, 2020

Getting to know your customers is of utmost importance in financial planning. It goes beyond offering policies with reasonable premiums. It is essential to be cutting edge with your competitors and, at the same time, addressing the real needs and desires of your clients. 

In today’s episode, we talk about life...


Feb 4, 2020

As financial planners and advisers, we face stress and challenges in the industry every day. So what can we do as a community to step up and encourage each other?

In today's episode, we're joined by Jay Fergusson, a Brisbane-based financial adviser who has decided to put her values front and centre of her work...