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

    • Business

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 Essentials of Life Planning with Devan King

    The Essentials of Life Planning with Devan King

    Getting to know your customers is of utmost importance in financial planning. It goes beyond offering policies with reasonable premiums. It is essential to be cutting edge with your competitors and, at the same time, addressing the real needs and desires of your clients. 

    In today’s episode, we talk about life planning and how it is different from the traditional way of offering financial plans. We are joined by Devan King, who gives his valuable insights on life planning and its advantages. 

    • 39 min
    How to match your job with your values with Jay Fergusson

    How to match your job with your values with Jay Fergusson

    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 other?

    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.

    • 35 min
    How to start a new advice practice with Ben Brett

    How to start a new advice practice with Ben Brett

    In today's episode, we have former lawyer turned Bounce Financial's founder, Ben Brett. He’s here to share how he and his wife built their advice business and how you can advise your clients to build theirs while living the lifestyle they want. He shares everything from the meetings they hold to the progress reports they send to their clients. Finally, Ben gives his thoughts on the right mindset for financial advisers and people who receive financial advice.

    • 52 min
    How to set your business goals the same way Google does with Michael Back

    How to set your business goals the same way Google does with Michael Back

    We're back with the legendary business coach and Human to Human founder, Michael Back. He's here to talk about the process Google uses to set goals. He tackles how financial advisers can apply the same goal-setting process to help small businesses grow. We also discuss what Michael sees as a must-do for financial advisers in 2020 and beyond to produce tangible statistics on the advice provided.

    • 53 min
    Discover the Future of SOA's with Jason Andriessen & Ben Marshan

    Discover the Future of SOA's with Jason Andriessen & Ben Marshan

    In today's episode, we talk about the future of SOA’s with CoreData Group's CEO Jason Andriessen and Financial Planning Association of Australia's Head of Policy and Standards Ben Marshan. 

    • 48 min
    How to do Goals Based Retirement Planning with Glenn Malkiewicz

    How to do Goals Based Retirement Planning with Glenn Malkiewicz

    In today’s episode, Glenn Malkiewicz of Endorphin Wealth Management joins us to talk about a different approach to planning a fulfilling and prosperous retirement. We’ll discuss Glenn’s four cornerstone frameworks that he works through with each of his clients. By the end of this episode, you’ll learn how you can also apply the framework in your coaching so you can make the best goals based retirement plan.

    • 1 hr 12 min

Customer Reviews

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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