Episode 152, Season 2
Applying goals based advice to your business without a framework to follow can prove difficult. Knowing where to start, and how to build your goals based advice values is incredibly important. Like many things in life, often the best way to learn is to take lessons from those who have mastered it themselves.
In this episode, we speak to Dean Lombardo, who has recently written a book on just this. Dean is a financial advice business coach who is passionate about transforming traditional advice businesses to that of a future focused goals-based advice business. We discuss his new book, Benchmarking: A Blueprint for Success, and touch on topics such as coaching, cashflow, contingency plans, and measuring the value of your advice.
This episode is all about setting in place actionable steps towards building an advice offering that directly benefits the clients, by understanding their needs on a deeper level. Dean gives us a plethora of useful information to consider when redesigning your advice model, and even provides some fascinating insights into what goes into publishing a book!
Dean Lombardo is an author and the owner and financial planning business coach at Effortless Engagement with 20+ years of experience in the industry. Dean works with advice businesses and institutions to help realise their purpose and build meaningful connections with their clients. Starting out as a paraplanner in Melbourne, Dean has a wealth of experience managing and leading financial planning businesses. He is known for his ability to visualise the long term goals of business planning while also focussing on the small, everyday value-adds that make for a strong adviser-client relationship.
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 firstname.lastname@example.org.
Thanks for tuning in!