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The Goals Based Advice Podcast

Jul 30, 2020

Goals based advice as a concept is something we are all familiar with, and most advisers can agree that this is the way we should be servicing clients. The practical implication, however, is a whole other ballgame, and often it can be difficult to know where to start. 

 

In this episode, we speak to Finn Dorney, a...


Jul 22, 2020

For so many Australians, retirement is the ultimate dream. We spend years working, we put money aside into super, and do everything we can to ensure we can make it work financially. So, your client has followed your advice and is financially ready to retire. Now what?

 

In this episode, we speak to Peter Graham, an...


Jul 15, 2020

When building a successful and valuable financial planning practice, it is easy for advisers to get swept up in the never ending demands of running a business. This can lead to burnout, under-charging, and sacrificing personal goals. When given time to reflect and look over their business strategy, advisers can often...


Jul 9, 2020

As goals based advisers, it is within our nature to identify client goals and implement strategies that will help those dreams become reality. There is also great benefit in digging deep to understand a client's fears and ambitions, taking that journey with the client by coaching them to success.

 

In this episode, we...


Jul 1, 2020

As experts in their field, financial advisers can often get carried away with strategy, unintentionally using language that prevents their clients from developing a true understanding of the advice being provided. Communication is everything in the adviser-client relationship, and it's imperative that we get it...