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The Goals Based Advice Podcast

Sep 24, 2020

Being given the opportunity to enter an existing financial planning business and undertake a complete rebrand is a rare opportunity that requires extensive planning and consideration. From the name, marketing, client processes and growth strategies, there is a balance to be struck between building the business of your...


Sep 18, 2020

Throughout our careers, we often find ourselves in situations where we feel we are being held back from reaching our true potential. All it will take is one big risk to pay off before you can align with exactly who and where you need to be. The idea of starting again is a daunting prospect for most, but a mindset shift...


Sep 11, 2020

The financial world, from the outside, can be seen as dry, numbers-driven and typically quite boring. It is easy to hide the more colourful parts of who you are to put forward a professional image that fits within the mould of a typical financial adviser. However, with the rise of social media and a newly personal...


Sep 3, 2020

The financial advice landscape is changing, with many large businesses dissolving or reducing in size. Creating a business with one clear goal across a large number of advisers can be difficult and hard to manage. However, one business that is succeeding in doing just this is Shadforth Group. 

 

In this episode, we...