Goals-based advice podcast

Cash-flow is one of those topics that is considered a no-brainer in business but it is still surprising how many businesses don’t take it seriously enough, and it’s a global issue.

The challenges are more than just profitability, it’s overlaying the timing of money in and money out, and mastering the art to provide clarity and certainty for the business decisions you need to continually make.

For goals-based advisers talking to our clients about their cash-flow, it’s the basis for the same conversation.

In this episode, we discuss the need for business owners globally to embrace the cash-flow and forecasting meeting as a habit, that will allow better more logical decision making, based on real data.

We also cover how Tracey Bissett shares her message of financial fitness to young people (and those who love them) as well as entrepreneurs and business owners, through a regular podcast, education courses, and coaching.

Resources:

To reach out to Tracey Bissett, please contact her via her Linkedin Profile or via her website https://www.bissettfinancialfitness.com/

To listen to more of Tracey in action, listen to The Young Money Podcast at https://www.bissettfinancialfitness.com/category/podcast/

What You'll Hear In This Episode:

• How to improve confidence for small business owners dealing with banks
• How financial fitness is like physical fitness, it takes time, effort and regular attention
• About Tracey’s Young Money 12 Month Planner
• Why advisers should do their own podcasts
• About the great work, the SheEO organisation is doing around the world
• Why cash-flow is the fuel of growth in any business
• How business owners should behave when asking their creditors to pay their invoices
• Why responsibility can’t be outsourced
• Why your early money beliefs around scarcity or abundance influence your behaviours and money decisions 
• How we can take back control of our income and spending habits

About Our Guest:

Tracey is an accomplished professional with 20 years of experience in the financial services industry working directly or indirectly with personal, commercial and corporate clients to help them achieve their financial goals. A demonstrated passion for increasing financial fitness coupled with lending and risk management experience led to the establishment of Bissett Financial Fitness Inc.

As President and Chief Financial Fitness Trainer, Tracey works with clients to help them understand and improve their level of financial fitness with a goal of increased confidence using their financial skills so they can be successful in their financial life. She works with people of all ages, focusing on youth and young adults, as well as engages with companies and not-for-profit entities in various capacities including one on one coaching and contracts focused on financial services and risk management assignments. In addition, she teaches and leads speaking engagements to increase financial fitness awareness.

Financial fitness also known as financial literacy means having the knowledge, skills and confidence to make responsible financial decisions. Just like physical fitness, your level of financial fitness may be starting to learn the basics about money, novice to expert budgeter or becoming a more sophisticated investor. Everyone’s financial fitness level is individual and unique. Just like your health, being financially fit enables you to be successful in your life. I consider financial fitness to be fundamental life skill and am passionate about helping people improve their level of “fitness”.

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 jacqui@adviceintelligence.com.  

Thanks for tuning in!