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Goals-based advice podcast

Economic wellbeing for a wellbeing economy.

Episode 151, Season 2

A Deep Dive into the Mental Health of Financial Advisers, with Dr Adam Fraser

October 27, 2020
HubSpot Video


Duration: 44 min

With financial advisers under more pressure than ever, it is not unusual to have experienced some negative changes to your mental health over the last couple of years. It is easy to feel separated from the pack, and often it can be hard to gauge how others are feeling.

In this episode, we get Dr Adam Fraser back on the show to discuss a new study soon to be launched, investigating the mental health of financial advisers. The Adviser Voice Health and Wellbeing Study, conducted by Deakin University with the support of AIA, aims to get a detailed understanding of how advisers are coping in their roles, and in turn produce research that can be used to shape the future of the profession.

This episode is all about how you can and should be involved in this important research, while also emphasizing the importance of processing emotions in a productive manner, being open and honest with your colleagues, and working towards maintaining and building a supportive network of financial advisers.


To get involved with the Adviser Voice Health and Wellbeing Study, please contact your local AIA BDM, reach out to Fraser Jack at fraser.jack123@gmail.com, or contact Dr. Aam Fraser via https://www.dradamfraser.com/

What You'll Learn From This Episode:

  • What is the Adviser Voice Health and Wellbeing Study?
  • What levels of involvement can you partake in?
  • How many advisers are needed for the study?
  • What will the research be used for?
  • How to get involved in the study 
  • How to accept negative thoughts and process them constructively

About Our Guest:

Dr Adam Fraser is a peak performance researcher who helps organisations and individuals push beyond their potential. Dr. Adam started out with a bachelor of biomedical science, then moving on to a PhD focusing on the impact of lifestyle on wellbeing and happiness. Adam now spends his time in research, presenting keynotes, and running intervention programs with professionals, focusing on issues such as professional burnout and mental health. In more recent times, Dr. Adam has been working alongside AIA conducting research into the mental health of financial advisers. 

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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!