100 episodes

Economic wellbeing for a wellbeing economy.

The Goals Based Advice Podcast brings you conversations with pioneers of the new world of Financial Advice.

In each episode, I interview the most forward thinking people from inside and around the Financial Advice industry about how they perceive the future and are bringing it into the present. These industry thought leaders are putting goals at the centre of their client relationships and teams, building great businesses and making a huge difference to people’s lives along the way. Throughout this series, we’ll explore how they are doing this and give practical steps for you to do the same in your business.

Goals Based Advice Podcast Jacqui Henderson

    • Management
    • 4.9 • 28 Ratings

Economic wellbeing for a wellbeing economy.

The Goals Based Advice Podcast brings you conversations with pioneers of the new world of Financial Advice.

In each episode, I interview the most forward thinking people from inside and around the Financial Advice industry about how they perceive the future and are bringing it into the present. These industry thought leaders are putting goals at the centre of their client relationships and teams, building great businesses and making a huge difference to people’s lives along the way. Throughout this series, we’ll explore how they are doing this and give practical steps for you to do the same in your business.

    womentalkingfinance.com.au

    womentalkingfinance.com.au

    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.

    • 48 min
    What goals-based advice is and is not with Phil Thompson

    What goals-based advice is and is not with Phil Thompson

    I 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 advice.

    • 51 min
    Introducing Goals-based advice to new clients through group workshops, with Noni Crawford

    Introducing Goals-based advice to new clients through group workshops, with Noni Crawford

    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 from Hello Wealth in Sydney.
    Noni has worked in many areas of advice, for many institutions before settling her business up the way she wanted to provide advice, embracing smart technology and Goals-based advice.
    Noni has also build networks of referrers through her volunteer work with local professional business groups, that fuels the business she runs today. 
    And runs group workshops to help clients think about their financial goals before working with them.
    If you are thinking about how you can implement a clever goals-based advice process in your business, embracing technology, then this episode number 156 of the Goals-based advice podcast is for you.
    Resources:
    To reach out to Noni Crowford, please contact her via his LinkedIn profile. Alternatively, contact Hello Wealth on 02 8319 1903
    For more conversations with the thinkers and movers in the world of financial advice, go to Goals-based advice podcast. You can also access more episodes on Apple Podcasts and Spotify. For updates, follow our Facebook page. 
    If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com.  
    Thanks for tuning in!

    • 50 min
    Increasing Financial Wellbeing and Mindfulness, with Dave Harvie

    Increasing Financial Wellbeing and Mindfulness, with Dave Harvie

    In challenging times for the advice industry, it is important that those with influence step up to the plate and encourage Australians to seek financial advice. Financial wellbeing empowerment is a growing topic of discussion in Australia, especially in the midst of a recession. The great news is, there are companies out there spreading this message.

    • 1 hr 34 min
    Connecting on a Deeper Level Through Financial Coaching, with Catherine Morgan

    Connecting on a Deeper Level Through Financial Coaching, with Catherine Morgan

    Financial coaching is a small, but growing community in Australia. From what we understand, it involves a lot of behavioural coaching, discussing cashflow, and not a whole lot of real financial advice. With a growing interest, and a move towards developing strong client relationships, how can you go about incorporating coaching into your business?

    • 51 min
    How to mentor and be mentored through a lifetime professional career with Jackie Kirkwood

    How to mentor and be mentored through a lifetime professional career with Jackie Kirkwood

    Many financial advisers have been working in this industry for many years, amassing a wealth of experience and knowledge that can only be attained with time. In that same vein, many advisers have experienced great success, and have reached a level in their career where growth of a client base is no longer the priority. So how can you start to give back?

    • 1 hr 12 min

Customer Reviews

4.9 out of 5
28 Ratings

28 Ratings

GemAus ,

This is the way

As a new entrant to the world of financial services (just over 1 yr) and a professional year candidate, Fraser’s conversations are a great way for me to develop an understanding of the best practices in financial advice!

Keep up the great work!

Gemma

therealvince75 ,

Great if you want to refine your advice biz

So good I nearly poop my pants. Highly recommend. Fraser is the man to listen to when it comes to financial advice and best practices. #podgod

podgod fan ,

5 star content every week!

Fraser demonstrates the value of advice through conversations with pioneers of the industry.

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