Goals-based advice podcast

Amongst all the pressures advisers face in 2020, it is not unusual for many businesses to feel their work is losing meaning, they are undervalued, or their businesses are simply losing profitability. When the news outlets promote media that further this thought, we can find ourselves in a dangerous spiral of negativity and self-doubt. 

In this episode, we speak to Brian Foster, who hopes to change this mindset. Brian founded The Financial Caddie, a community that supports the development of forward-thinking financial planners so that they feel confident about the difference they make, are inspired and energised by their work and are able to build a sustainable business. The Financial Caddie brings together planners who share the goal of wanting to master the art of coaching conversations.

This episode is all about looking past the traditional challenges of advice and instead, looking for areas of innovation and improvement, becoming inspired to reach out to your community and create change. We tapped into Brian’s mind and even picked up some great resources to connect better with your clients!

Resources:

To reach out to Brian Foster, please contact him via his LinkedIn profile, email (brian@financialcaddie.com) or via his website. To complete the future financial planner scorecard, click here. 

What You'll Learn From This Episode:

• How to master coaching conversations
• How to begin to articulate value to clients
• How to transition existing clients into a new service offering
• Managing relationships when selling or buying a book of clients
• What is involved in the ‘future financial planner scorecard’
• Why many advisers are having the wrong conversations with clients
• Why the public needs to be educated on the role of an adviser
• The 4 stages of the evolution of financial planning
• How to tailor your conversations to the client

About Our Guest:

Brian Foster is the creator of the Financial Caddie, a community designed to support the development of forward-thinking financial planners in their careers. Based in South Africa, Brain actually started his expansive career as an adviser in the UK in 1988. Brian believes that the public perception of advice can be changed with the right financial planners, the right mindset, and the right skills and the commitment to do what needs to be done.

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!