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.
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.
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.
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.
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 firstname.lastname@example.org.
Thanks for tuning in!
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.
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?
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?