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Goals-based advice podcast

Economic well being for a wellbeing economy.

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

In each episode, Fraser interviews 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.

Episode 107
January 23, 2020

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

Duration: 53 min

We all have a specific goal in mind we aim to achieve. It is the whole point of why we do what we do. And that is why we have business planning processes to help us prepare and work towards accomplishing our goals. Now, the question is: Is your planning process effectively steering you in the right direction?

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

Episode 106
January 20, 2020

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

Duration: 49 min

The Statement of Advice or SOA is a document that outlines recommendations of a financial planner or adviser to a client. Consumers need to understand the processes involved in their finances to make informed decisions. Thus, financial service providers should aim to make this part of the advice process more efficient.

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.

Episode 105
January 15, 2020

How to do goals-based retirement planning, with Glenn Malkiewicz

Duration: 1 hr 12 min

Planning a goals based retirement well is essential to ensure that, after your clients work hard for most of their lives, they are able to achieve their post retirement goals. The role of a retirement coach is to provide clients with the most effective approach in retirement planning.

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.

More episodes
Episode 104
January 9, 2020

Finding your client's deep relationship with money, with Luna Jaffe

In this episode, we chat with US Adviser Luna Jaffe. Luna is not your normal financial planner, she combines her background in art and physiotherapy to uncover her client's emotional side of money.

Duration: 58 min
Episode 103
January 6, 2020

Is it worth the 'Risk'? Aaron Zelman explains why

In this episode, we chat with award-winning, specialist risk adviser, Aaron Zelman and talk about how the new world of advice will effect risk advisers, and if they will be able to remain sustainable.

Duration: 48 min
Episode 102
January 1, 2020

Why you should care, about aged care, with Rachel Lane

In this episode we chat with Rachel Lane and discuss what aged care really is, all the different options available to clients, and when we should kickstart these conversations with clients.

Duration: 57 min
Episode 101
December 27, 2019

How they provide scaled Intrafund advice to super members, with Duncan McPherson

In this episode, we chat with Duncan McPhearson and discuss the need for both ongoing relationship advice and transactional advice, for different clients at different stages in their lives.
We also chat about how the FASEA Code of conduct affects their business, and ideas around "general advice" and "behavioural finance"

Duration: 52 min
Episode 100
December 20, 2019

A deep dive into Goals-Based Advice, with Jacqui Henderson

In our 100th episode of the goals-based advice podcast, we chat to Jacqui Henderson, founder & CEO of advice intelligence. She provides us with an extensive analysis on goals-based advice by going through each chapter of her GBA whitepaper. Jacqui gives us a theoretical and practical application of goals-based advice demonstrating how advice intelligence can shift advisers to a new world.

Duration: 44 min
Episode 99
December 17, 2019

Adele Martin discusses marketing and social media you must be using in our advice businesses

In this episode, we chat with Adele Martin about business marketing, how she combined her podcast with her Instagram stories to get more new clients than she can cope with.

Duration: 39 min
Episode 98
December 10, 2019

GBA on tour at the FPA Congress 2019 with Dante De Gori

Today we chat with Dante De Gori to celebrate the recent FPA Congress. We also look ahead and identify the priorities for 2020.

Duration: 16 min
Episode 97
December 9, 2019

GBA on tour at the FPA Congress 2019 with George Amidon

79% of people surveyed do not value their financial review meeting. In this meeting we chat with world-renowned speaker George Amidon. George shares his research on client engagement and identifies how we can add more value to catch and keep more clients.

Duration: 11 min
Episode 96
December 8, 2019

GBA on tour at the FPA Congress 2019 with Andrew Hewison

From surf shop days to owning an advice business, which employs over 36 people. In this episode, Andrew Hewison shares his fresh approach to advice and the journey he’s taken to get there.

Duration: 12 min
Episode 95
December 7, 2019

GBA on tour at the FPA Congress 2019 with Mitch Anthony

What does the abbreviation GUM and DUM stand for? And how will it shape the new world of advice?I highly recommend you tune into this episode, where we chat with US-based Mitch Anthony. Mitch is recognised around the globe for his pioneering work in life-centred planning and we were lucky enough to catch up with him whilst on tour. Mitch explains why money-centred advice is self-limiting and guides you on how to develop a dialogue path that creates deeper connections and long-lasting client relationships.

Duration: 12 min
Episode 94
December 6, 2019

GBA on tour at the FPA Congress 2019 with Lana Clark

Here at GBA, we like to mix things up a bit. In this episode, Lana Clark of Elixir Consulting takes the wheel and interviews our very own Fraser Jack about podcasting and how story-telling plays such an important part in sharing your message.

Duration: 15 min
Episode 93
December 5, 2019

GBA on tour at the FPA Congress 2019 with Mina Guli

Today we chat with Fortune 50’s great leaders, Mina Guli. An ultra-marathon runner and water activist, Mina founded the global movement #RunningDry to raise awareness about water consumption. Mina a self-confessed ‘bad runner’, completed 40 marathons across seven deserts on seven continents in seven weeks in 2016 and then completed the equivalent of 40 marathons in 40 days down six of the world’s great rivers in 2017.

Duration: 20 min
Episode 92
December 4, 2019

GBA on tour at the FPA Congress 2019 with Judith Beck

Having someone in your corner to help guide your career and provide advocacy can make the world of difference. Here we chat with Judith Beck about ‘FEW Good Men’ a global initiative to help even the scales when it comes to gender equality in senior leadership positions.

Duration: 14 min
Episode 91
December 3, 2019

GBA on tour at the FPA Congress 2019 with Phil Billingham

Let’s face it, legislative amendments are the new norm; so managing your own energy and focus is now more imperative than ever before. In this episode, we chat with UK based adviser Phil Billingham CFP® about creating a culture whereby the regulatory change is absorbed and embraced. Allowing you to focus on your number one task; adding value to clients.

Duration: 19 min
Episode 90
December 2, 2019

GBA on tour at the FPA Congress 2019 with Janet Hugo

The GBA podcast gets an insight on financial planning in South Africa by chatting with an award-winning financial planner,Janet Hugo CFP®, director of Sterling Private Clients.

Janet talks about her experience as a financial planner, how to deal with legislative updates and also how she has successfully evolved her business over the years.

Duration: 15 min
Episode 89
December 1, 2019

GBA on tour at the FPA Congress 2019 with Andrew Talbot CFP®

In this episode, you’ll hear how Andrew Talbot has built an advice business in Singapore, specifically for ex-pats. He shares new ideas from a global perspective and provides insights on how to deal with legislative and technological challenges.

Duration: 8 min
Episode 88
November 30, 2019

GBA on tour at the FPA Congress 2019 with Jess Gallagher

Recently profiled as one of the ‘200 Women Who Will Change The Way You See The World’. Jessica was just 17 when she was diagnosed with a rare, degenerative and incurable eye disease. Despite this, she has since become the first Australian dual summer and winter Paralympic medallist.

In this must-listen episode, Jess shares her unique life experiences and challenges our thinking to see the world from a new perspective.

Duration: 19 min
Episode 87
November 29, 2019

GBA on tour at the FPA Congress 2019 with Phil Thompson

Phil Thompson joins GBA on tour to chat about how advisers can set up themselves up to be 2020 ready. Phil is a great example of how advisers can niche their offer and become laser focussed in their vision.

Duration: 18 min
Episode 86
November 28, 2019

FPA Congress 2019 with Christine Bau and Alex Tullio

In this episode we get to chat with Christine Bau and Alex Tullio about the upside of investing in your team, how it can transform your business...and grow profit.

Duration: 20 min
Episode 85
November 25, 2019

How to merge your advice business, with Chris Hockey and Michael Grammatico

In this episode, we chat with Goals-Based advisers Michael Grammatico and Chris Hockey from Innovative Financial Solutions. If you want to learn how to merge two separate advice businesses by aligning values & culture, and also the challenges that go with that, tune in!

Duration: 1 hr 14 min
Episode 84
November 19, 2019

Does your advice website need this? With Pat Flynn

In this episode, we speak to Patrrick Flynn about reaping the maximum value from your website! A must-listen!

Duration: 58 min
Episode 83
November 13, 2019

How to understand your value, with Kim Payne

In this episode, I chat with business coach Kim Payne from 9 Rok Consulting. A maths and science nerd that left her medical ambitions when she discovered financial advice. We cover a variety of topics, including human understanding, advice relationships, and understanding what you bring to the table. So if you are interested in understanding your value, and focus on the benefits you provide, more than just what you do. Then this episode is for you.

Duration: 1 hr 14 min
Episode 82
November 8, 2019

How to coach first then provide advice with Tristan Scifo and Harry Goldberg

In this episode, Tristan and Harry talks about coaching, financial advice and their mentoring philosophies on living a fulfilled life. You can hear our conversation with Tristan and Harry (see links in the comments below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.

Duration: 1 hr 14 min
Episode 81
October 30, 2019

The rise and fall of a code monitoring body with Marisa Broome

In this episode we chat with the chair of Financial Planning Association, Marisa Broome. We talked about the rise and fall of their code monitoring body, the work she is currently doing with the association and how she balanced industry commitments with her own business.

Duration: 30 min
Episode 80
October 22, 2019

How to invest $70 billion in an overpriced market, with Andrew Fisher

In this episode, we chat with the Head of Asset Allocation at SunSuper, Andrew Fisher. We cover topics like: The way "Alternative Assets" are being used by investment managers; Investing in global markets v Australian markets, and; How do investment managers classify growth or defensive assets.

Duration: 42 min
Episode 79
October 15, 2019

Juggling work and life as an adviser and parent, with Trish Gregory

In this episode, I chat with fellow money nerd Trish Gregory who recently got back from two US-based conferences, and managed to fight through her jetlag, to come on the show and tell us all about them. Trish has an interesting story and one that has shaped the type of advice she wants to provide to the people she wants to help most. I admire her tenacity in making her career and life work together, no matter what, I feel like we can all take inspiration from her story.

Duration: 40 min
Episode 78
October 9, 2019

How to start goal conversations, with Patrick Flynn

In this episode, I chat with the advice innovator Patrick Flynn. Pat has spent many years solving advisers problems by installing processes in their business, to make everything run smoothly. He currently helps advisers in three ways, with their websites, as a consultant solving systems or process and he has recently solved the "how do I help my clients, discover and articulate their goals" problem that a lot of advisers struggle with. In this episode, we find out all about the solution and why Pat 'the process guy' got the inspiration to solve it.

Duration: 1 hr 4 min
Episode 77
October 4, 2019

Happy 1st Birthday GBA!

Special edition for the Goals Based Advice podcast first anniversary

Duration: 5 min
Episode 76
October 1, 2019

The value of having deeper conversations, with Kye Harris

In this episode, I chat with Kye Harris, a financial adviser running his own business in Queensland's, Sunshine Coast, creating deep relationships with his clients, thanks to a focus on service and deeper questions. Kye talks about some of these deeper conversations and gives away some of the questions he uses. Now I do apologise for the overall sound quality of this recording, it has a couple of internet lags, but the content of this chat is well worth it. 

Duration: 50 min
Episode 75
September 24, 2019

How to drive culture through leadership, with Brad Fox

In this episode, I chat with Brad Fox, who you may know from his work as CEO of the Association of Financial Advisers, from 2012 to 2017. He now spends his days helping advisers in a consulting role through his business Smart Brave Consulting. In this chat, he opens up and talks about his journey, his time at the AFA, and how he juggled work-life balance, through an extremely high-pressure time in his life. And life after the AFA, how he stays grounded, and the work he is doing now to help advisers and practices transition to the new world.

Duration: 1 hr 7 min
Episode 74
September 17, 2019

How to outsource efficiently, with Danielle Cornelissen

In this episode, I chat with the queen of outsourcing and off-shoring Danielle Cornelissen. She is a busy person, who has grown her back office outsourcing team to around 100, and helping advisers here in Australia run their businesses efficiently. She also working on creative products for planners, including Oh My Pod.com.au, to help people like me produce their podcasts. So if you are using or thinking of using team members off-shore to help you in your business, then this episode is for you.

Duration: 42 min
Episode 73
September 15, 2019

Update from FASEA CEO Stephen Glenfield

Duration: 23 min
Episode 72
September 9, 2019

Starting a financial wealth coach business with Vivian Goh

In this episode, I chat with Vivian Goh, from Simple Wealth Coaching, who has transitioned from being a financial planner into a wealth coach. Viv, shared her journey and why she felt the need to let her Authorised Representative status go, in favour of dedicating herself to her new craft. We chat about the differences between coaching and advice, and how the two can co-exist. This episode really unfolds what the new profession may look like from the consumer's point of view.

Duration: 42 min
Episode 71
September 17, 2023

Capping off the podcast experience at the AFA Conference, with Fraser Jack

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 22 min
Episode 70
September 3, 2019

Top 10 tips why you should start your own podcast, with Fraser Jack

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 45 min
Episode 69
September 2, 2019

Boring policy stuff, with Phil Anderson, AFA Head of Policy and Professionalism

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 18 min
Episode 68
September 2, 2019

Diversity, inclusion and unity, with the AFA president Marc Bineham

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 35 min
Episode 67
September 1, 2019

How to reduce stress and refocus, with Chelsea Pottenger

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 25 min
Episode 66
August 31, 2019

How to juggle study, business and kids without compromising quality, with Felicity Cooper

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 27 min
Episode 65
August 29, 2019

The new plan for the paraplanner community with Hayley Knight

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 14 min
Episode 64
August 29, 2019

The renaissance of the inspire community, with Kate McCallum and Cara Williams

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 19 min
Episode 63
August 29, 2019

Ethical lens – the latest trends on ethics and trust, with Clare Payne

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 12 min
Episode 62
August 29, 2019

AFA’s Phil Kewin and FPA’s Dante de Gori unite with one united message

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 20 min
Episode 61
August 29, 2019

Creating value for clients and growing your business, with Tara Lucke

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 31 min
Episode 60
August 29, 2019

Self licensing - yay or nay, with James Sutherland

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 26 min
Episode 59
August 29, 2019

Understanding goals based investment, with Jody Fitzgerald

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 15 min
Episode 58
August 29, 2019

Enhancing professionalism and excellence for the financial services industry, with Michelle Hoskin

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 32 min
Episode 57
August 28, 2019

Getting to know Senator Jane Hume

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 14 min
Episode 56
August 28, 2019

How to master your own performance, with Vanessa Bennett

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 18 min
Episode 55
August 28, 2019

A Sneak peek into a wellness masterclass, with Shannah Kennedy and Lyndall Mitchell

Special podcast for the AFA Conference 2019 held in Adelaide from Wednesday 28 August to Friday 30 August 2019.

Duration: 22 min
Episode 54
August 27, 2019

How to innovate in the retirement space, with Caitriona Wortley and Jacqui Lennon

In this episode, I chat with, not just one but, two incredible and passionate superstars who are innovating the retirement product space, (Catrina) Wortley and Jacqui Lennon, from Allianz Retire + Powered by Pimco. We chat about how to design a product for the new world of advice and focusing on the client's needs, not just the copy the old way everyone has done it. We cover many conversations advisers have with their clients, including how advisers help their clients outside of advice or product.

Duration: 58 min
Episode 53
August 21, 2019

How property coaching and financial advice can work together, with John Pidgeon

In this episode, I chat with property coach John Pidgeon, from Solvere Wealth, in the Central Coast of NSW. John works with his clients to coach, mentor and advises them on all things property, to help them achieve their goals. I get that many financial planners or advisers may see property consultants as competition or as someone who is not aligned to the advice they are providing, however, in this episode we encourage you to open your mind and think about how Financial planning, coaching and external consultants like John could work together.

Duration: 48 min
Episode 52
August 14, 2019

How to build a business coaching empire, with Sue Viskovic

In this episode, I chat with Sue Viskovic from Elixia Consulting, Sue is somewhat of a legend in the advice coaching space in Australia, and she is planning to launch her own membership community, which I love. We chatted about many of the pains she is seeing out there for advisers at the moment, and this episode is packed with great tips. 

Duration: 1 hr 12 min
Episode 51
August 6, 2019

How to build a blue ocean financial advice business, with Vince Scully

In this episode, I chat with Vince Scully who runs a very different financial advice business caller Life Sherpa. They're based out of Sydney and servicing clients nationally. A membership community, with online courses and a focus on helping many consumers that he finds on Facebook. Even if you run the most traditional style of advice business, it is interesting to step outside the box see how an advice business could exist.

Duration: 1 hr 1 min
Episode 50
July 31, 2019

How to turn grief into your dream business, with Donna Lea Powell

In this episode, the amazing Donna Lee Powell opens up and shares her story of how she turned grief, and the lack of what she needed at the time, into her perfect business. A passion and purpose that lead her to winning, the AFA Female Excellence in advice award in 2018. We cover everything from overcoming her fear of public speaking to designing her business around the personal needs of her niche clients. Donna is a true inspiration, and I am very proud to be able to share her story.

Duration: 53 min
Episode 49
July 23, 2019

The compliance point of view, with Rhett Das

In this episode, I chat with Rhett Das from Integrity Compliance, Rhett specialises in working with advisers and small licensees to both apply for Australian Financial Services Licensees, as well as maintain their compliance standards. Rhett has seen it all, and in this episode, we dig a little deeper into the world of compliance, If you want to understand what it would be like to have your own licence then keep listening to my chat with Rhett, as we jump straight in now.

Duration: 45 min
Episode 48
July 22, 2019

How to create a new community through podcasting, with Glen James

This week, I caught up with Glen James, back from episode 8 released in November 2018, and talk about changes. He has completely turned his business on it's head and really entered a new world of helping consumers outside the traditional advice world. We also chatted about the work he is doing with the Association of Financial Advisers and the conference he is working on in August 2019.

Duration: 33 min
Episode 47
July 16, 2019

How to build a community with XY Advisers, with Emily Blanch

In this episode, I chat with, Head of Community, at XY Adviser, Emily Blanch. We talk about hosting a community and what's involved. From the pains to the memorable moments, from running a facebook group to events, and from free group to a paid community. Emily is an inspiration to listen to, she has a drive and passion, not just around the work she is doing now but also a great vision, for what she wants to achieve in the future. 

Duration: 1 hr 27 min
Episode 46
July 9, 2019

How to protect your business and data, with Greg Hodgkiss

In this episode, my eyes are opened to the real threats for financial advisers as I chat to Greg Hodgkiss from Cyber Indemnity Solutions or CIS. We chat about how the new wave of machine learning cyber malware that is threatening to steal our client's data, and sell it on the dark web before we even know we have been hacked. With up to 80% of computers infected, It is a massive risk for advisers, and licensees, who are responsible for keeping it safe. 

Duration: 47 min
Episode 45
July 2, 2019

Sitting the FASEA Exam, with James Wrigley

In this episode, I chat with Financial Planner and Principal at Melbourne based advice business First Financial, The one and only James Wrigley, or 'The Wrigley' according to his twitter handle. Not only is James an inspiring young adviser who has come through a career pathway to becoming a principal in their larger planning firm. James is also a pioneer in being one of the first planners in the country to sit the FASEA National Exam.

Duration: 48 min
Episode 44
June 26, 2019

The financial power of women in Australia, with Alva Devoy

In this episode, I chat with Alva Devoy who is the Australian managing director at Fidelity International, global asset managers. Recently, Fidelity released a whitepaper called the financial power of women. A state of the nation report on the barriers to women investing. Just as importantly it is an Australian study, into Australian investors, essentially the report shows, we have some wat to go, and in this interview, Alva and I, dig deeper into the report.

Duration: 47 min
Episode 43
June 18, 2019

Bernie Ripoll and the "new" future of financial advice

In this episode, I chat with The Honourable Bernie Ripoll. After 18 years in politics, his passion for financial services, and more specifically, his passion for helping consumers of financial services, Bernie is now heavily involved in this sector and has a positive outlook for the new future of financial services.

Duration: 41 min
Episode 42
June 11, 2019

Setting up a Goals Based Advice business from scratch, with Kerry Ong

In this episode, I chat with IOOF Head of Advice Academy, Kerry Ong. We discuss everything you need to know, if you were starting up, or converting your business, to a goals and values-based advice business. We cover the business planning side as well as the client advice processand briefly touched on pricing.

Duration: 1 hr 7 min
Episode 41
June 5, 2019

10 Must do's you can't afford to avoid, with Marie-Clare Boothby

In this episode, I chat with Digital Collaborator and experienced financial advice practice manager, Marie-Clare Boothby. She recently published an article called '10 must do's you can't afford to avoid, your small business depends on it', and I couldn't help but want to know more, and I figured you may want to know too.

Duration: 42 min
Episode 40
May 31, 2019

Gearing, is it worth it? Research from Dr Katherine Hunt

In this episode, I chat with Dr Katherine Hunt, who has recently published a research paper about gearing, and in particular, "is it worth the risks"?

I was fascinated with the outcomes of this research and figured you would want to know about it.

Duration: 24 min
Episode 39
May 23, 2019

How to give best practice advice, with Cara Graham

In this episode, I chat with 2018 AFA Practice of the Year, director Cara Graham. Cara shares her inspiring story as to how she forged her career path, and talks us through their award-winning advice process in detail.

Duration: 1 hr 8 min
Episode 38
May 15, 2019

How Michelle Tate-Lovery found her niche client

In this episode, I chat with Lifestyle Financial Planner,  Michelle Tate-Lovery. We chat about:

  • how she uncovered her niche client;
  • how she helps her clients discover their goals using a vision board and Steve Covey's four L's Love, Learning, Lifestyle and Legacy.
Duration: 1 hr 8 min
Episode 37
May 8, 2019

What consumers want, CoreData's advice statistics, with Jason Andriessen

In this episode, I chat with Jason Andriessen, Managing Director at Core Data, where we chat stats and proof points, about what is going on, in advice, now and into the future.

Duration: 47 min
Episode 36
April 30, 2019

How Hugh Robertson won the AFA Adviser of the Year in 2018

In this episode, I chat with the current AFA Adviser of the year, and a super great human, Hugh Robertson. Hugh runs a small but growing practice in the Gold Coast, he is self-licensed with a small group of other practices, who hold each other accountable.

Duration: 57 min
Episode 35
April 26, 2019

The algorithms behind Goals Based Advice, with Wade Matterson

In this episode, I chat with Wade Matherson, who is heading up the Australian office of a global Actuarial firm called Milliman. 

So what do Actuaries have to do with Goals Based Advice? well, Wade is a little different, he is interested in understanding human behaviours, so advisers can help their clients understand how their behaviours can make a big difference in achieving their goals.

Duration: 1 hr 0 min
Episode 34
April 17, 2019

Renovating her advice business, with Amie Baker

In this episode, I chat with Amie Baker. This is a raw and open chat with her, where egos were put aside and we allowed our vulnerability to shine through. Amie was recently on the XY Adviser Podcast, but this recording is her 3 months later, after she decided to pursue money behavioural coaching. Not only did we cover some of her learnings from the past, but we chatted about how she is renovating her business, and what services she will be introducing to her new and existing clients.

Duration: 43 min
Episode 33
April 14, 2019

Six-month update bonus episode, with Fraser Jack

Duration: 11 min
Episode 32
April 9, 2019

How to start the goals conversation with your clients, with Peita Diamantidis

In this episode, I chat to Peita Diamantidis. We chat about setting goals with clients, and we cover both theory and practical tips, for advisors wanting to dig deeper into the client goals conversations.

Duration: 46 min
Episode 31
April 2, 2019

Cultivating advice, with Jim Stackpool

In this episode, I chat with the legendary advisor to the advisers, Jim Stackpool, We cover topics like:

  • How they go about cultivating advice;
  • Their certainty advice program certification;
  • Transparency;
  • Simplicity in the one-page visual plan, and what the clients perceive as value;
  • Ongoing fee arrangement versus the 12-month fee agreements;
  • How Jim holds the advisers accountable to the communication they have with their clients; and
  • How he sees the future of advice including, one to one, one to many and zero to many models.
Duration: 42 min
Episode 30
March 27, 2019

Uncovering clients top 100 goals with Keith Abraham's 25 questions

In this episode, I bring you one of the best presenters to financial advisers in Australia, the one and only Keith Abraham. He is passionate, he has a purpose and a crapload of great ideas to help goals based advisers develop their businesses. We cover topics like turning your top 100 lifetime dreams into goals to focus on, book writing and treating retirement as a new career.

Duration: 59 min
Episode 29
March 19, 2019

How to talk to your clients about their legacy and giving back, with Amanda Sartor

In this episode, I chat with Amanda Sartor, who helps advisers understand and offer philanthropic advice to their clients. This is her passion, as you will hear she is dedicated to the cause, she works with both Elston partners in Brisbane and also with Philanthropy Australia, which is a bit like the industry body. We covered things like, what it is, that structures to use, and where to find opportunities to start the conversations with your clients.

Duration: 55 min
Episode 28
March 12, 2019

Bringing your value and I.P. to your service proposition, with Vicki Writer

In this episode, I chat with Vicki Writer, who runs her own coaching and presenting business, working with financial advisers on soft skills. Vicki is trained in Neuro-Linguistic Programming, and in this chat, we went deep on some of the Strategies advisers should know when working with their clients, We also chatted about Speaking and presenting, and some of the strategies she uses to deliver confident presentations, well worth considering if you are planning of presenting to groups of any size.

Duration: 1 hr 2 min
Episode 27
March 5, 2019

The full story of Patricia Garcia's succession into her own business

In this episode, I chat with current AFA QLD State director Patricia Garcia, who along with all her industry commitments and study, successfully transitioned as the successor into an existing GBA business. Patricia gives us very open and frank ideas, on her take over of the business, how she runs her business and how the clients felt about the transition to her, as their new adviser. This is a true success story, one that I got a lot out of myself, and it gives me great pleasure to share it with you.

Duration: 56 min
Episode 26
February 26, 2019

How to start again, design and open your new practice, from the ground up, with Thabojan Rasiah

In this episode, I chat with Thabojan Rasiah, an experienced ex-Shadforths adviser, who made the tough decision to start again and open up his new advice practice from Melbourne CBD. Thabojan opens up and chats about how he came to make this decision, how he designed the new business around his own values, beliefs and philosophies to attract clients who align well with him. How he survived the first 12 months, and where to from here. If you have ever thought about starting your own business, going out of your own or redesigning your business, then have a listen to this chat.

Duration: 49 min
Episode 25
February 19, 2019

Building an advice community that his advisers ask for, with Andy Marshall

In this episode, I chat with Andy Marshall, who facilitates the IOOF Alliances advice community of self licenced advice practices, Andy has just finished his second book and he gives away a few secrets from his book. After being an adviser himself, and spending many years helping advisers build better businesses Andy is a wealth of knowledge. We cover many aspects of the pains and opportunities advisers are seeing and feeling at this time, this episode is jam-packed with great information tips for advisers.

Duration: 1 hr 3 min
Episode 24
February 12, 2019

How Alan Smith built the best financial advice business in the UK

In this episode, I chat with the award-winning UK Adviser Alan Smith. Now, in episode 13 of the GBA Podcast, Carl Richards name dropped Alan, as one of the best advisers he had met, and in this chat, we find out why.Alan built a highly awarded practices in the UK, Using a sound investment philosophy, goals based,  flat fee model, highly detailed processes and surrounding himself with only the best people, to build his team. This is a long episode because Alan really opened up and just kept giving great tips around running his business, about every detail and so we just kept recording the pure gold.

Duration: 1 hr 26 min
Episode 23
February 5, 2019

Client values based advice, with Ray Jaramis

In this episode, I chat to the award-winning, values-based adviser Ray Jaramis about his journey to providing behavioural flavoured financial advice, that he, rubber stamps with a gamified psychological process.Ray who many of you may know from XY Adviser, is such an inspiration, he was super generous with his insights into how he provides Financial Life Management.

Duration: 1 hr 2 min
Episode 21
January 22, 2019

"Best practice advice" what is it and how to deliver it? with Glen Hare

In this episode, we chat to the other half of Fox and Hare, founding partner Glen Hare, we cover some of the ways they deliver high-quality, high touch advice, with a focus on tech efficiencies, clear processes and a great team.

They are doint great work in their online presence, showing consumers the real value of advice, and keeping their clients and professional relationships introducing new potential clients.

Duration: 44 min
Episode 20
January 13, 2019

What the next generation of advisers are doing, with Azaria Bell

In this episode, our superstar guest is one of the most excitable and quirky people I know. The self-proclaimed, 'geek' with of the scale communication skills, we are so lucky to day to chat to Peita Dimantidis, from Carboodle Financial Services.

In our chat we cover her journey to her success, we cover, her beliefs of how goals based advice starts with dreams and aspirations, and we unpack what she focuses on with her clients.

Duration: 40 min
Episode 19
January 6, 2019

Clients understanding the advice they receive, with Eleanor Dartnall

In this episode, I chat to Eleanor Dartnall, an award-winning adviser, who not only runs a great business, she is on a mission to help all consumers have better advice conversations and to have control in their advice decisions. Over the past 2 years, she has been interviewing consumers about the advice experience they received, whether they understand the advice and how engaged they were the process. The results are staggering, yet, in many areas, not surprising, and she shares some of her research, to shed light on what we as a profession need to change, in the old school, unengaging advice process.

Duration: 52 min
Episode 18
January 2, 2019

Breaking the Internet with great advice for financial advisers, with Michael Back

In this episode, I had a fantastic and extended chat with Michael Back, we covered a lot of topics in detail, like, content strategies, the three main issues financial advice businesses face, and how he tackles these issues with his human to human approach. I take my hat off to Michael J Back, this is a longer episode, but the great tips and advice just kept coming.

Duration: 1 hr 15 min
Episode 17
December 18, 2018

The advice movement, with Steve Crawford

This is a very different episode, I chat to self-licensed adviser and industry thought leader Steve Crawford, about the work he is doing to help the profession move into a new world of advice. Because I love what he is doing, and appreciate the effort he is going to, to help other advisers, I wanted to give him, and The Advice Movement a plug on The Goals Based Adviser Podcast. And in particular a two-day event they are hosting in February 2019. Our behind the scenes chat about the what, where, why, how and who, of both the movement and the conference, does include a plug of the event, but it will give a great understanding of the event if you are thinking of going. So if you don't want to hear about joining a movement, or a specific event, this may not be the episode for you, however, if you are looking to get practical knowledge and how to implement as part of your 2019 planning, keep listening, as we kick off my chat with Steve.  

Duration: 44 min
Episode 16
December 25, 2018

Transitioning a traditional advice business is not easy, with Steven Hallam

In this episode, I chat to Steven Hallam, who has been through the process of, transitioning his clients from an existing traditional advice model to a goals based financial life coach and accountability offering. A process that was never going to be easy, but Steve is a down to earth, and practical guy, and talks candidly about how he, just got about his business and made it happen.  So if you are thinking about purchasing a book, or introducing a new service, like, goals based life coaching, Steve is a great person to chat to. 

Duration: 49 min
Episode 15
December 17, 2018

Stefano Duro, the Gary Vee of goals based advice in Australia

In this episode, we chat to Stefano Duro, who has embraced the modern business model using social media platforms to share his messages, values and beliefs, directly with his audience and clients. Stefano is great to talk to, he has a fantastic energy in everything he does, and is generally excited about the opportunities for adviser right now!

Duration: 53 min
Episode 14
December 10, 2018

Dynamic goals based asset allocation, with Matt Walker

In this episode, we chat to Matthew Walker, who wears many hats. During our chat, we covered how he manages to proactively work as an adviser, a self-licensed business owner, a dynamic asset allocation consultant, and the founder of the Association of Goals Based Advice. Matt is passionate about goals based advice, as you will hear, and positively believes in the future of our profession, and the technology enabling consumers to get better advice.

Duration: 1 hr 6 min
Episode 12
November 26, 2018

Life planning with Louis Vollebregt

In this episode, I chat to Louis Vollebregt who coaches financial advisers, globally, on how to have goals based advice conversations with their clients. He lives in the Netherlands and works with The Kinder Institute of Life Planning. During our conversation, we get into their methodology they call Financial Life Planning. We cover topics like:

  • deep listening,
  • goal categorisation and
  • the seven stages of money maturity 
Duration: 51 min
Episode 10
November 12, 2018

Codifying great advice with Corey Wastle

In this episode, I chat to Corey Wastle from Verse Wealth. Cory is a purpose-driven goals based adviser, proud family man, and motivated business owner. We had a great chat about his business, and he made sure, he dished the nuggets of gold that you can take away and implement into your practice.  
We covered topics like:

  • his teammates and team culture, 
  • the real value of advice, the value of coaching
  • difference between financial plans and SoAs

He shared how he works with other professionals to help clients achieve their goals, and as a team, they have codified their definition of great advice. What it is, what it isn't. I asked him about his thoughts on the future of advice profession, and he gave, a truly phenomenal answer, so listen out for that.

Duration: 57 min
Episode 9
November 10, 2018

How to be "independent" with Ellie Fordham

In this episode, we caught up with Ellie Fordham, from the multiple award-winning practice; Dozzi Financial. Now we did have a few issues with the internet lagging, so there are a couple of sound issues, however, this doesn't take anything away from how impressive Ellie is, and we had a great chat about her journey, and what they are doing in their practice. We covered topics like:

  • Working as "independent" financial advisers
  • the importance of relationships
  • starting her career in a small country town
  • Goals and values and how to frame those conversations
  • And the success of their client fundraising night
Duration: 35 min
Episode 8
November 6, 2018

Starting your day with intention, with Lana Clark

In this episode I was very lucky to chat with Lana Clarke who works with Elixir Consulting, they provide coaching and advice to Australian Financial Advice businesses. All I can say is, wow! what a jam-packed episode, Lana was so generous with her thoughts, we covered all sorts of topics like:

  • the importance of processes in your business
  • pricing and the costs to provide advice 
  • the challenges of wearing different hats in the business
  • people, teams and culture, 
  • we basically covered, everything we need to think about as things change in the future

there are so may take-outs in this episode, and I know you will get a lot out of it!

Duration: 48 min
Episode 7
November 2, 2018

How to build a local business through referral partners, with Glen James

In this episode, we speak to Glen James from the Fortify Financial & My Millennial Money about how he built his business by building relationships with referral partners.

Duration: 44 min
Episode 6
October 29, 2018

How to bring a money mindset into your business, with Reine Clemow

In this episode, we hear from Reine Clemow, goals based adviser who focuses on ethical, conflict-free advice to deliver certainty to his clients. This interview is a bit longer, as we got carried away with the conversation, and Reine was so giving of the way he runs his business. The internet lagged a couple of times so I apologise for the sound not being perfect all the way through.  We cover:

  • Business Frameworks, decision making and time blocking
  • Money mindsets
  • business coaches and mentors
  • How he has conversations about Client Goals  
Duration: 47 min
Episode 3
October 11, 2018

How to start a modern advice business, with Jessica Brady

In today's show, we chat to Jessica Brady, Co-founder and goals based Adviser of Fox and Hare. We chat about the structured planning they put in to set up and open their goals based advice business, with a target market of busy professionals, looking to get their financial world sorted. How they used consumer focus groups to test their plans and make changes to their original ideas, to include consumer focused language, understand consumers fears around advice, what's important to their clients, really, asking consumers to help them build the business the clients wanted. How they are managing a fast-growing business, managing growing pains Most importantly, how to combine advice with wine and cheese.

Duration: 40 min
Episode 2
October 4, 2018

How to scale an advice business, with Adele Martin

Today we chat to The Money Mentor, Adele Martin. She opens up about her virtual financial advice business. We follow her journey, pains and learnings her pivots and solutions along the way. She has built an incredibly modern and scalable advice business embracing technology for efficiencies, new ways of communicating with their clients, we also chat about her thoughts on the future advice businesses, and how soon enough product advice may be provided Siri or Alexa? Adele is an absolute superstar, she is a high energy, fast-paced talker so be prepared to absorb a lot of great information along the way.

Duration: 41 min