Feb 4, 2020
As financial planners and
advisers, we face stress and challenges in the industry every day.
So what can we do as a community to step up and encourage each
In today's episode, we're joined
by Jay Fergusson, a Brisbane-based financial adviser who has
decided to put her values front and centre of her work environment.
She shares her past experiences and how these drive her to help her
clients. We will also discuss the LinkedIn community that she's
recently started and the hashtag challenge that she has come up
Check out the highlights of this
episode, and without further ado, sit back and tune in to the
About Our Guest:
Jay Fergusson is a financial adviser at Wealth Connexion in Kangaroo Point, Brisbane. It is a
predominantly pre-retiree and retiree-based advice firm. For over
11 years, she has provided service to a diverse range of
Australians by assisting them in navigating the complexities of
Spreading Positivity in the
started as a retention consultant during the global financial
an adviser, for her, all started with the feeling of powerlessness
as a retention consultant to advise people who fall victim to bad
an adviser enabled her to help people achieve their goals
Helping Clients Achieve Their
- First, discover their goals and what they want
role of an adviser is to make complicated financial matters simple
client's fear and worry about opportunities play a big part in
achieving their goals.
Moving Forward to a New
you've been an adviser for a while, you come to understand what you
do and do not want from the role.
a decision based on your values.
your values are not aligned with your practice, you're not going to
a list of your values and goals. For Jay, she went and found the
right position rather than waiting for it to come to
would be best if you found somewhere where you feel you can stay
and not somewhere you think is going to be audited the next
LinkedIn as a
you read different newsletters or news on LinkedIn, there are a lot
of negative commentaries between planners and advisers.
- Seeing the brighter side of things amidst the
negativity will enable advisers to view the opportunities at the
- As a
community, we need to come together and help support each
- Before you respond to a post, be mindful and
try to put yourself in their shoes.
created a LinkedIn group called Financial Advisers Australia and
created the hashtag to encourage people to share positive messages
you need to do is post a piece of good news or a story about how
you have positively affected a client's life.
can be through a blurb, a video, graphic design—in whatever medium
story can also be about a friend or colleague of yours.
What Makes A Good
- Someone with whom you can talk and feel
comfortable. Because at the end of the day, an advice relationship
is something that you would like to have long-term.
Advice and Future
sure that you have everything organised.
- Listen to your instincts.
Check out the Financial Advisers Australia LinkedIn
group. You may also
connect with Jay on LinkedIn.
Listen to more conversations
with pioneers of the new world of Financial Advice at
Goals-Based Advice Podcast. You can also listen to the show on
and Spotify. Follow our Facebook page for updates.
If you have more questions,
don't forget to reach out to me on LinkedIn and
to send an email at firstname.lastname@example.org
Thanks for tuning in!