Goals-based advice podcast

The financial world, from the outside, can be seen as dry, numbers-driven and typically quite boring. It is easy to hide the more colourful parts of who you are to put forward a professional image that fits within the mould of a typical financial adviser. However, with the rise of social media and a newly personal Zoom-centric world, bringing your true self to your client interactions is more encouraged than ever.

In this episode, we speak to one adviser who believes we should do just that. Dawn Thomas, a senior financial adviser from Wealthwise Financial Planning in Perth talks about getting involved in industry awards, the value of having mentors, overcoming imposter syndrome and how to attract the right kind of clients for your business.

This episode is all about thinking outside the box when it comes to communicating your message, and what it means to embrace your community in a way that they can understand and relate to. We even hear some great examples from Dawn’s new project on Youtube: Combining cooking videos with financial education! 

Resources:

To reach out to Dawn Thomas, please contact her via her LinkedIn profile.

What You'll Learn From This Episode:

• When is it appropriate to challenge your clients
• Why more women should get involved in industry awards
• How authenticity attracts the right clients and deters the clients you don’t want
• How to use Facebook as a professional platform
• How to to think outside the box and educate through your own passions
• The value of having mentors ongoing throughout your career
• How financial planning can give women the flexibility to be themselves
• How to fight for your clients with grit
• How to overcome imposter syndrome
• Why it is important to ‘keep your emotional well full’
• How to use YouTube to amplify your message

About Our Guest:

Dawn Thomas is a senior financial adviser at Wealthwise Financial Planning, with 12 years of experience in the industry. After graduating from media studies into a scarce job market, her immense drive landed her into the world financial planning. Three children, a masters degree, a PhD in progress and many years of experience later, Dawn is a self proclaimed superannuation nerd, food enthusiast and advocate of bringing your true authentic self to everything you do.

You can 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!