Dec 21, 2020
When your clients strive to reach their goals, there are generally three pieces to the puzzle:
The head, the heart, and the hands;
The numbers, the motivations, and the actions;
As the adviser plays the part of the planner, the coach and the implementer.
In this episode number 158 of The Goals-based advice Podcast, we...
Dec 14, 2020
We spend a lot of time talking about Goals-based Advice, what it is, and what it is not.
It is not product-based advice, it is not specialist advice, it is not transactional advice, it is not a collection of funds under management or investment-based advice.
But all these things exist and can work alongside goals-based...
Dec 9, 2020
How can you think a little differently when it comes to bringing new clients to your business in a Goals-based advice world?
How can you run workshops, where clients work on their financial goals, with the use of smart thehnology?
In this episode number 156 of the Goals-based Advice Podcast, I chat with Noni Crawford...