Preview Mode Links will not work in preview mode

The Goals Based Advice Podcast

Oct 27, 2020

With financial advisers under more pressure than ever, it is not unusual to have experienced some negative changes to your mental health over the last couple of years. It is easy to feel separated from the pack, and often it can be hard to gauge how others are feeling.

In this episode, we get Dr Adam Fraser back on the...


Oct 22, 2020

Amongst the flurry of regulatory changes introduced by FASEA in the last couple of years, one major change has been pushed to the back of the minds of many: The professional year. With the number of registered advisers reducing rapidly, it is time we start getting serious about the pathways for new entrants, but where...


Oct 20, 2020

Amongst all the pressures advisers face in 2020, it is not unusual for many businesses to feel their work is losing meaning, they are undervalued, or their businesses are simply losing profitability. When the news outlets promote media that further this thought, we can find ourselves in a dangerous spiral of negativity...


Oct 9, 2020

It is no question that the cost to deliver financial advice has increased dramatically over the years. A combination of a tighter compliance landscape and increasing education requirements have made the concept of delivering advice to the everyday Australian a seemingly impossible task. Adding additional services like...


Oct 2, 2020

Behavioural finance is an area of study that has piqued the interest of financial advisers increasingly over the years. With a multitude of courses, books, outlets to learn more about the topic, it is easy to get lost in the science and lose sight of how to actually apply the concepts to the adviser-client...