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The Goals Based Advice Podcast

Apr 29, 2020

Strict education requirements, an industry-wide test and a reducing number of financial advisers to some, may look like a recipe for disaster. To others, this is seen as an opportunity. Each year, hundreds of students across the country are graduating with relevant financial planning degrees, and open minds. They are...


Apr 22, 2020

In this episode, we speak to Angus Woods, founder of Adviser Ratings, to talk about the most interesting outcomes of the extensive and insightful report. We go into detail on what today's average adviser looks like, including age and income, what the average financial planning client looks like, how many advisers are...


Apr 15, 2020

We’ve all heard the phrase ‘it’s not about the destination, it's the journey’. What you might not know is that this claim has some real scientific backing! Often we spend so much time focusing on the end goal, that once we finally get there, we realise that true fulfilment lies in the pursuit. We see it all the...


Apr 6, 2020

Focusing on priorities greatly impact productivity and effectiveness. In this episode, we chat with Andrew Horsfield about how to eliminate pointless work, delegate task effectively and foster a self-regulatory performance culture with your team.

 


Apr 5, 2020

Right now, it feels as though the world is in a state of flux. Chances are, yourself and your team may feel the same. Advisers and their teams all over Australia are doing their best to adapt to working from home, something many of us have wanted to try, but have never had the time to sit down and work out the details....