100 episodes

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 are doing this and give practical steps for you to do the same in your business.

The Goals Based Advice Podcast Fraser Jack

    • Management
    • 4.9, 26 Ratings

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 are doing this and give practical steps for you to do the same in your business.

    How to master your coaching skills, with Anthony Noud

    How to master your coaching skills, with Anthony Noud

    In this episode, we speak to Anthony Noud, an Aussie life coach to talk about how he coaches his clients, how to define your client’s goals and values, and how to uncover what drives their habits, beliefs and decisions. Anthony even shares some of his tricks of the trade, including a fascinating exercise you can do with your clients to uncover the values they hold closest to heart.

    • 43 min
    How to find the right language to use with your clients, with Eleece Quilliam

    How to find the right language to use with your clients, with Eleece Quilliam

    In this episode, we speak to Eleece Quilliam, National Manager of Invesco Consulting in Australia to talk about what language we should be using with clients, and how to communicate in a way they understand. Eleece provides valuable information on which common words and terms we should avoid, what we should replace them with, and even how to frame your language depending on genders and generations.

    • 1 hr 1 min
    Social Media Marketing for Financial Advisers, with Laura Higgins

    Social Media Marketing for Financial Advisers, with Laura Higgins

    In this episode, we speak to Laura Higgins, director of Lala Social Club, an online marketing agency based in Perth to talk about the most important considerations for financial advisers when building an online marketing strategy.

    • 47 min
    What makes it "Goals-based” Advice with Fraser Jack

    What makes it "Goals-based” Advice with Fraser Jack

    In this episode, Fraser Jack, the head of client partnerships at Advice Intelligence tackles this question, outlining what exactly makes goals based advice unique, and how you can start to transform your business into that of a truly goals-centric hub. Fraser chats about the mindset of goals-based advice, the metrics, what it takes to model goals,and how to track goals on an ongoing basis.

    • 40 min
    How to transition to Goals-Based Advice in your existing business with Dean Lombardo

    How to transition to Goals-Based Advice in your existing business with Dean Lombardo

    In this episode, we speak to Dean Lombardo, a financial advice business coach based in Melbourne to discuss how you can transform your business from a traditional practice to that of a future-focused goals-based advice business.

    • 1 hr 17 min
    How to apply behavioural coaching to financial advice with Hendrik Crafford

    How to apply behavioural coaching to financial advice with Hendrik Crafford

    This episode with Hendrik Crafford is all about understanding the value that can be added when infusing a life coaching mindset with the technical knowledge that is integral to strong financial advice. Hendrik will challenge you to think outside the box and leave limiting traditions and thought processes at the door.

    • 1 hr 16 min

Customer Reviews

4.9 out of 5
26 Ratings

26 Ratings

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.

Photography and Life ,

Hear from the real pros of the industry

Each episode contains nuggets of gold on fin advice/coaching that you would struggle to find anywhere else

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