100 episodes

Economic wellbeing for a wellbeing economy.

The Goals Based Advice Podcast brings you conversations with pioneers of the new world of Financial Advice.

In each episode, I interview the most forward thinking people from inside and around the Financial Advice industry about how they perceive the future and are bringing it into the present. These industry thought leaders are putting goals at the centre of their client relationships and teams, building great businesses and making a huge difference to people’s lives along the way. Throughout this series, we’ll explore how they are doing this and give practical steps for you to do the same in your business.

Goals Based Advice Podcast Jacqui Henderson

    • Business
    • 4.9 • 27 Ratings

Economic wellbeing for a wellbeing economy.

The Goals Based Advice Podcast brings you conversations with pioneers of the new world of Financial Advice.

In each episode, I interview the most forward thinking people from inside and around the Financial Advice industry about how they perceive the future and are bringing it into the present. These industry thought leaders are putting goals at the centre of their client relationships and teams, building great businesses and making a huge difference to people’s lives along the way. Throughout this series, we’ll explore how they are doing this and give practical steps for you to do the same in your business.

    womentalkingfinance.com.au

    womentalkingfinance.com.au

    When your clients strive to reach their goals, there are generally three pieces to the puzzle:
    The head, the heart, and the hands;
    The numbers, the motivations, and the actions;
    As the adviser plays the part of the planner, the coach and the implementer.
    In this episode number 158 of The Goals-based advice Podcast, we speak to Financial Planner turned Money Coach, Financial Educator & Keynote Speaker; Karen Eley, CEO of Women Talking Finance.
    Karen chats about how clients have different money archetypes, from their past, that play a big part in how they feel about their money.
    We cover how clients filter what you say, hearing something more related to their past, beliefs, and how they focus more on the things that are happening right now.
    We also cover how she gets results for females, bridging the confidence gap, and financial relationship dynamics with couples.
    So if you are open to seeing how financial coaching could work in your business or with your clients, then this episode number 158 of the Goals-based advice Podcast is a must.
    Resources: To reach out to Karen Eley, please contact her via her LinkedIn profile or her website womentalkingfinance.com.au
    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!

    • 48 min
    What goals-based advice is and is not with Phil Thompson

    What goals-based advice is and is not with Phil Thompson

    We spend a lot of time talking about Goals-based Advice, what it is, and what it is not.
    It is not product-based advice, it is not specialist advice, it is not transactional advice, it is not a collection of funds under management or investment-based advice.
    But all these things exist and can work alongside goals-based advice.
    In this episode number 157 of the Goals-based Advice Podcast, we speak to Phil Thompson, who has niched his business to specialise in risk insurance advice,and work alongside goals-based advisers to help them service their clients in what is now an unprofitable, and possible unsustainable piece of the advice process.
    Phil took his holistic advice business and realised he had to double down on creating efficient systems and processes to sustain the growth long term, and to serve the clients he enjoys servicing, young families. 
    It was interesting chatting about how the two areas can and should work together, to keep advice affordable to the average Australian.
    So if you’re interested in understanding how you may partner with other advice businesses, then Phil’s story in this episode number 157 of the Goals-based Advice Podcast will give you plenty to think about.
    Resources: To reach out to Phil Thompson, please contact him via his LinkedIn profile. 
    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!

    • 51 min
    Introducing Goals-based advice to new clients through group workshops, with Noni Crawford

    Introducing Goals-based advice to new clients through group workshops, with Noni Crawford

    How can you think a little differently when it comes to bringing new clients to your business in a Goals-based advice world?
    How can you run workshops, where clients work on their financial goals, with the use of smart thehnology?
    In this episode number 156 of the Goals-based Advice Podcast, I chat with Noni Crawford from Hello Wealth in Sydney.
    Noni has worked in many areas of advice, for many institutions before settling her business up the way she wanted to provide advice, embracing smart technology and Goals-based advice.
    Noni has also build networks of referrers through her volunteer work with local professional business groups, that fuels the business she runs today. 
    And runs group workshops to help clients think about their financial goals before working with them.
    If you are thinking about how you can implement a clever goals-based advice process in your business, embracing technology, then this episode number 156 of the Goals-based advice podcast is for you.
    Resources:
    To reach out to Noni Crowford, please contact her via his LinkedIn profile. Alternatively, contact Hello Wealth on 02 8319 1903
    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!

    • 50 min
    Increasing Financial Wellbeing and Mindfulness, with Dave Harvie

    Increasing Financial Wellbeing and Mindfulness, with Dave Harvie

    In challenging times for the advice industry, it is important that those with influence step up to the plate and encourage Australians to seek financial advice. Financial wellbeing empowerment is a growing topic of discussion in Australia, especially in the midst of a recession. The great news is, there are companies out there spreading this message. 
    In this episode, we speak to David Harvie, the National Financial Wellbeing Manager at IOOF to find out what the team are working on to promote financial advice in Australia. We discuss the importance of language when addressing financial knowledge with clients, understanding client bias and tendencies, and get some fascinating insight into new industry statistics. 
    This episode is all about looking at how we can start a conversation around promoting good financial advice for Australians, starting with the support of large corporations like IOOF.  We even talk about one of the lesser recognised ‘taxes in Australia - the lazy tax!
    Resources: To reach out to Dave Harvie, please contact him via his LinkedIn profile. Alternatively, contact the team on 1800 325 171. 
    What You'll Learn From This Episode: What does financial wellbeing mean? Why ‘financial literacy’ may not be the right term to use with clients Why the feeling of agency is so crucial to clients How to handle clients who ‘self prescribe’ How prevalent is financial stress in Australia?  How to discuss cashflow in a way that is easy for clients to understand  Online tools that you can use in the advice process What is the ‘lazy tax’ and why you should talk to your clients about it The importance of being clear on your value proposition  Are financial wellbeing programs valued in workplaces? About Our Guest: David Harvie is the National Financial Wellbeing Manager at IOOF, with over 20 years of experience in the industry. David came from a country upbringing and has carried those community values throughout his career, working areas such as sales, distribution and providing advice to clients at Shadforth. David is known for his passion for making quality advice accessible to more Australians. 
    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!

    • 1 hr 34 min
    Connecting on a Deeper Level Through Financial Coaching, with Catherine Morgan

    Connecting on a Deeper Level Through Financial Coaching, with Catherine Morgan

    Financial coaching is a small, but growing community in Australia. From what we understand, it involves a lot of behavioural coaching, discussing cashflow, and not a whole lot of real financial advice. With a growing interest, and a move towards developing strong client relationships, how can you go about incorporating coaching into your business?
    In this episode, we speak to Catherine Morgan, a UK based qualified financial planner and coach to find out how she is helping advisers across the world to add coaching to their services.  We discuss ways to approach coaching, when the client needs it and what the client is looking for. Catherine also provides valuable information on where to learn more about the psychology of money, touching on financial therapy, money trauma, value systems and more.
    This episode is all about looking at coaching with an open mind and considering how such an offering could fit into your business. Catherine provides valuable insight from her experience and studies, and even gives you a few tips on how to dig deeper in client conversions.
    Resources: To reach out to Catherine Morgan, head to her website at https://themoneypanel.co.uk/ 
    What You'll Learn From This Episode: How to incorporate coaching into your business When to introduce coaching into the advice process What are the key indicators that a client may need coaching How to use motivational interviewing to encourage goal completion Why the difference between advice and coaching is the least important point How Catherine aims to financially empower one million women What is financial therapy and money trauma? What resources you need to understand the psychology of money How to uncover your clients true, uninfluenced values The importance of removing jargon from the advice conversation About Our Guest: Catherine Morgan is a UK based qualified financial planner and coach, on a mission to change the financial services industry from one of complicated financial products to one that helps educate in simple language with no financial jargon. Starting in the industry at 18, Catherine was frustrated by the product centric approach prevalent in advice, and yearned to connect with clients on a deeper level. Today, Catherine is a powerhouse, on a million to financially empower over one million women worldwide through her coaching, podcast, masterminds, and training of the next wave of financial coaches. 
    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!

    • 51 min
    How to mentor and be mentored through a lifetime professional career with Jackie Kirkwood

    How to mentor and be mentored through a lifetime professional career with Jackie Kirkwood

    Many financial advisers have been working in this industry for many years, amassing a wealth of experience and knowledge that can only be attained with time. In that same vein, many advisers have experienced great success, and have reached a level in their career where growth of a client base is no longer the priority. So how can you start to give back?
    In this episode, we speak to Jackie Kirkwood, a Hobart based Private Client Adviser at Shadforth, to find out how she is doing just this. We hear about Jackie’s experience working at a university in both lecturing and tutoring, we find out how she is tackling the professional year while mentoring an associate adviser, and we also gain access into the minds of potential young advisers coming into the industry. 
    This episode is all about thinking about how we can give back, not only to our clients but to the community at large. In this episode we also discuss the goals based advice process that Jackie follows, touching on meeting frequency, cashflow and goals tracking. We even get an insight around what went into Jackie’s 2020 Women in Finance Financial Planner of the Year award.
    Resources: To reach out to Jackie Kirkwood, please contact her via her LinkedIn profile or email her directly at jackie.kirkwood@sfg.com.au
    What You'll Learn From This Episode: How to educate the next generation of advisers The soft skills that cant be taught in university How to introduce an associate adviser to the client meeting process How to tackle the professional year as a mentor How to incorporate digital fact finds into the meeting process How to draw goals out of clients they may not have realised were there How to track client goals on an ongoing basis When to incorporate cashflow into the advice process How to build a solid referral circle from scratch How to write an honest and reflective award submission  How to get referrals from your clients About Our Guest: Jackie Kirkwood is a Private Client Adviser at Shadforth, based in Hobart. Starting in the finance world as a teller in the late 80s, Jackie found herself moving from South Africa to Australia, landing a career in financial planning. Jackie’s hard work was recognized this year when she won the 2020 Women in Finance Financial Planner of the Year award. Today, Jodie cares for a group of valued clients, mentors, and also balances working at a university, teaching financial planning. 
    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!

    • 1 hr 12 min

Customer Reviews

4.9 out of 5
27 Ratings

27 Ratings

GemAus ,

This is the way

As a new entrant to the world of financial services (just over 1 yr) and a professional year candidate, Fraser’s conversations are a great way for me to develop an understanding of the best practices in financial advice!

Keep up the great work!

Gemma

therealvince75 ,

Great if you want to refine your advice biz

So good I nearly poop my pants. Highly recommend. Fraser is the man to listen to when it comes to financial advice and best practices. #podgod

podgod fan ,

5 star content every week!

Fraser demonstrates the value of advice through conversations with pioneers of the industry.

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