31 episodes

The Robo's are Coming! It's only a matter of time before all of these Fintech Robo Advisers (Robo's for short) take over the world, and steal all of our clients from us!! Leaving us completely irrelevant to our current and future clients...



That is unless your Podcast Host - Steve Crawford - and his rag tag collection of Guests can find a way to help him - and you - build your very own 2.0 Financial Advice Practice. A Financial Advice practice that is so focussed on it's clients that they feel like they could have built it themselves.



A Financial Adviser himself with almost 20 years in Financial Services - Steve will take you on a journey by continually challenging his Guests to find more and better ways that help you not only stay relevant to your existing clients, but also set you up for the clients of the future.



He and his Guests will discuss all aspects of Financial Advice from what types of Advice your clients actually want from you, how you can innovate inside and outside your practice, how to set yourself and your practice up for growth, current industry challenges and trends, and of course - he'll talk about Robo's and much, much more.



So why not subscribe now, and get started on your 21st century Financial Advice model today. For more information visit our website www.theAdviceMovement.com

The Robo's Are Coming! Steve Crawford

    • 5.0, 13 Ratings

The Robo's are Coming! It's only a matter of time before all of these Fintech Robo Advisers (Robo's for short) take over the world, and steal all of our clients from us!! Leaving us completely irrelevant to our current and future clients...



That is unless your Podcast Host - Steve Crawford - and his rag tag collection of Guests can find a way to help him - and you - build your very own 2.0 Financial Advice Practice. A Financial Advice practice that is so focussed on it's clients that they feel like they could have built it themselves.



A Financial Adviser himself with almost 20 years in Financial Services - Steve will take you on a journey by continually challenging his Guests to find more and better ways that help you not only stay relevant to your existing clients, but also set you up for the clients of the future.



He and his Guests will discuss all aspects of Financial Advice from what types of Advice your clients actually want from you, how you can innovate inside and outside your practice, how to set yourself and your practice up for growth, current industry challenges and trends, and of course - he'll talk about Robo's and much, much more.



So why not subscribe now, and get started on your 21st century Financial Advice model today. For more information visit our website www.theAdviceMovement.com

Customer Reviews

5.0 out of 5
13 Ratings

13 Ratings

Veronkia ,

Great ep with Grenville Pabst

Talk about the elephant in the room! (That’s a great podcast too BTW). Property advisors need a higher bar. Bring on regulation! Great message about looking for experts with capability and not chasing false promises.

ZedogMan ,

Awesome

Great podcast Steve. You are a natural. Particularly liked the one with Michael Kitces. Keep them coming mate

Naomi Joan ,

Captivating

Steve has a way of asking people the real questions that provoke genuine and valuable discussion. I don’t miss an episode.

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