With Fraser Jack
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.
Please note that we are in the process of transcribing the transcripts. They will become available from the most recent podcast down, in the next coming weeks. Thank you for your patience.
In this episode, I chat with Lifestyle Financial Planner, Michelle Tate-Lovery. We chat about:
In this episode, I chat with Jason Andriessen, Managing Director at Core Data, where we chat stats and proof points, about what is going on, in advice, now and into the future.
In this episode, I chat with the current AFA Adviser of the year, and a super great human, Hugh Robertson. Hugh runs a small but growing practice in the Gold Coast, he is self-licensed with a small group of other practices, who hold each other accountable.
In this episode, I chat with Wade Matherson, who is heading up the Australian office of a global Actuarial firm called Milliman.
So what do Actuaries have to do with Goals Based Advice? well, Wade is a little different, he is interested in understanding human behaviours, so advisers can help their clients understand how their behaviours can make a big difference in achieving their goals.
In this episode, I chat with Amie Baker. This is a raw and open chat with her, where egos were put aside and we allowed our vulnerability to shine through. Amie was recently on the XY Adviser Podcast, but this recording is her 3 months later, after she decided to pursue money behavioural coaching. Not only did we cover some of her learnings from the past, but we chatted about how she is renovating her business, and what services she will be introducing to her new and existing clients.
In this episode, I chat to Peita Diamantidis. We chat about setting goals with clients, and we cover both theory and practical tips, for advisors wanting to dig deeper into the client goals conversations.
In this episode, I chat with the legendary advisor to the advisers, Jim Stackpool, We cover topics like:
In this episode, I bring you one of the best presenters to financial advisers in Australia, the one and only Keith Abraham. He is passionate, he has a purpose and a crapload of great ideas to help goals based advisers develop their businesses. We cover topics like turning your top 100 lifetime dreams into goals to focus on, book writing and treating retirement as a new career.
In this episode, I chat with Amanda Sartor, who helps advisers understand and offer philanthropic advice to their clients. This is her passion, as you will hear she is dedicated to the cause, she works with both Elston partners in Brisbane and also with Philanthropy Australia, which is a bit like the industry body. We covered things like, what it is, that structures to use, and where to find opportunities to start the conversations with your clients.
In this episode, I chat with Vicki Writer, who runs her own coaching and presenting business, working with financial advisers on soft skills. Vicki is trained in Neuro-Linguistic Programming, and in this chat, we went deep on some of the Strategies advisers should know when working with their clients, We also chatted about Speaking and presenting, and some of the strategies she uses to deliver confident presentations, well worth considering if you are planning of presenting to groups of any size.
In this episode, I chat with current AFA QLD State director Patricia Garcia, who along with all her industry commitments and study, successfully transitioned as the successor into an existing GBA business. Patricia gives us very open and frank ideas, on her take over of the business, how she runs her business and how the clients felt about the transition to her, as their new adviser. This is a true success story, one that I got a lot out of myself, and it gives me great pleasure to share it with you.
In this episode, I chat with Thabojan Rasiah, an experienced ex-Shadforths adviser, who made the tough decision to start again and open up his new advice practice from Melbourne CBD. Thabojan opens up and chats about how he came to make this decision, how he designed the new business around his own values, beliefs and philosophies to attract clients who align well with him. How he survived the first 12 months, and where to from here. If you have ever thought about starting your own business, going out of your own or redesigning your business, then have a listen to this chat.
In this episode, I chat with Andy Marshall, who facilitates the IOOF Alliances advice community of self licenced advice practices, Andy has just finished his second book and he gives away a few secrets from his book. After being an adviser himself, and spending many years helping advisers build better businesses Andy is a wealth of knowledge. We cover many aspects of the pains and opportunities advisers are seeing and feeling at this time, this episode is jam-packed with great information tips for advisers.
In this episode, I chat with the award-winning UK Adviser Alan Smith. Now, in episode 13 of the GBA Podcast, Carl Richards name dropped Alan, as one of the best advisers he had met, and in this chat, we find out why.Alan built a highly awarded practices in the UK, Using a sound investment philosophy, goals based, flat fee model, highly detailed processes and surrounding himself with only the best people, to build his team. This is a long episode because Alan really opened up and just kept giving great tips around running his business, about every detail and so we just kept recording the pure gold.
In this episode, I chat to the award-winning, values-based adviser Ray Jaramis about his journey to providing behavioural flavoured financial advice, that he, rubber stamps with a gamified psychological process.Ray who many of you may know from XY Adviser, is such an inspiration, he was super generous with his insights into how he provides Financial Life Management.
In this episode, we chat to Dr Katherine Hunt about her work at Griffith University, both lecturing in the Masters of Financial Advice, and her exciting academic research into both client engagement, client relationships and Risk Profiling.
We dig a little deeper into what she calls "Powerful Questions" and how to systemise your client engagement.
In this episode, we chat to the other half of Fox and Hare, founding partner Glen Hare, we cover some of the ways they deliver high-quality, high touch advice, with a focus on tech efficiencies, clear processes and a great team.
They are doint great work in their online presence, showing consumers the real value of advice, and keeping their clients and professional relationships introducing new potential clients.
In this episode, our superstar guest is one of the most excitable and quirky people I know. The self-proclaimed, 'geek' with of the scale communication skills, we are so lucky to day to chat to Peita Dimantidis, from Carboodle Financial Services.
In our chat we cover her journey to her success, we cover, her beliefs of how goals based advice starts with dreams and aspirations, and we unpack what she focuses on with her clients.
In this episode, I chat to Eleanor Dartnall, an award-winning adviser, who not only runs a great business, she is on a mission to help all consumers have better advice conversations and to have control in their advice decisions. Over the past 2 years, she has been interviewing consumers about the advice experience they received, whether they understand the advice and how engaged they were the process. The results are staggering, yet, in many areas, not surprising, and she shares some of her research, to shed light on what we as a profession need to change, in the old school, unengaging advice process.
In this episode, I had a fantastic and extended chat with Michael Back, we covered a lot of topics in detail, like, content strategies, the three main issues financial advice businesses face, and how he tackles these issues with his human to human approach. I take my hat off to Michael J Back, this is a longer episode, but the great tips and advice just kept coming.
This is a very different episode, I chat to self-licensed adviser and industry thought leader Steve Crawford, about the work he is doing to help the profession move into a new world of advice. Because I love what he is doing, and appreciate the effort he is going to, to help other advisers, I wanted to give him, and The Advice Movement a plug on The Goals Based Adviser Podcast. And in particular a two-day event they are hosting in February 2019. Our behind the scenes chat about the what, where, why, how and who, of both the movement and the conference, does include a plug of the event, but it will give a great understanding of the event if you are thinking of going. So if you don't want to hear about joining a movement, or a specific event, this may not be the episode for you, however, if you are looking to get practical knowledge and how to implement as part of your 2019 planning, keep listening, as we kick off my chat with Steve.
In this episode, I chat to Steven Hallam, who has been through the process of, transitioning his clients from an existing traditional advice model to a goals based financial life coach and accountability offering. A process that was never going to be easy, but Steve is a down to earth, and practical guy, and talks candidly about how he, just got about his business and made it happen. So if you are thinking about purchasing a book, or introducing a new service, like, goals based life coaching, Steve is a great person to chat to.
In this episode, we chat to Stefano Duro, who has embraced the modern business model using social media platforms to share his messages, values and beliefs, directly with his audience and clients. Stefano is great to talk to, he has a fantastic energy in everything he does, and is generally excited about the opportunities for adviser right now!
In this episode, we chat to Matthew Walker, who wears many hats. During our chat, we covered how he manages to proactively work as an adviser, a self-licensed business owner, a dynamic asset allocation consultant, and the founder of the Association of Goals Based Advice. Matt is passionate about goals based advice, as you will hear, and positively believes in the future of our profession, and the technology enabling consumers to get better advice.
In this episode, we have a very, very special treat for you, my chat with a legend of adviser-client communication, the Sketch Guy who creates conversational grenades, the one and only Carl Richards. I thoroughly enjoyed this interview, as Carl has a great way of serving up ideas to help advisers translate complexity so our human clients, remember what, you said, and the way that made them feel. There is also a special treat at the end when we discussed the tips he has for advisers setting up a new business in the current environment.
In this episode, I chat to Louis Vollebregt who coaches financial advisers, globally, on how to have goals based advice conversations with their clients. He lives in the Netherlands and works with The Kinder Institute of Life Planning. During our conversation, we get into their methodology they call Financial Life Planning. We cover topics like:
In this episode, we chat to Alice Haemmerle who works with human behaviours and motivations, high-performance athletes, teams and businesses. We deep dive into human behaviours, how our brain works, why we do the things we do, the language you can use with your clients, and what, not to use. We spent a lot of time talking about what advisers should be considering during conversations and communication with their clients.
In this episode, I chat to Corey Wastle from Verse Wealth. Cory is a purpose-driven goals based adviser, proud family man, and motivated business owner. We had a great chat about his business, and he made sure, he dished the nuggets of gold that you can take away and implement into your practice.
We covered topics like:
He shared how he works with other professionals to help clients achieve their goals, and as a team, they have codified their definition of great advice. What it is, what it isn't. I asked him about his thoughts on the future of advice profession, and he gave, a truly phenomenal answer, so listen out for that.
In this episode, we caught up with Ellie Fordham, from the multiple award-winning practice; Dozzi Financial. Now we did have a few issues with the internet lagging, so there are a couple of sound issues, however, this doesn't take anything away from how impressive Ellie is, and we had a great chat about her journey, and what they are doing in their practice. We covered topics like:
In this episode I was very lucky to chat with Lana Clarke who works with Elixir Consulting, they provide coaching and advice to Australian Financial Advice businesses. All I can say is, wow! what a jam-packed episode, Lana was so generous with her thoughts, we covered all sorts of topics like:
there are so may take-outs in this episode, and I know you will get a lot out of it!
In this episode, we speak to Glen James from the Fortify Financial & My Millennial Money about how he built his business by building relationships with referral partners.
In this episode, we hear from Reine Clemow, goals based adviser who focuses on ethical, conflict-free advice to deliver certainty to his clients. This interview is a bit longer, as we got carried away with the conversation, and Reine was so giving of the way he runs his business. The internet lagged a couple of times so I apologise for the sound not being perfect all the way through. We cover:
In this episode, we speak to Lea from the Mindful Wealth Movement about Coaching, client behaviours, marketing, technology, mistakes, and learnings.
In this episode, we chat to Dominique Bergel-Grant, whose name, for some reason, I can't say without a French accent, even though she is not French. It's a great chat, and she delivers great ideas and insights by the bucket full. From how she is living the talk when it comes to lifestyle design, to topics like employing talent, not just staff, how and why she chose her niche client. Investing in our own personal development,and relationship-based advice and service, including, drinking the Ron Kaufman coolaide.
In today's show, we chat to Jessica Brady, Co-founder and goals based Adviser of Fox and Hare. We chat about the structured planning they put in to set up and open their goals based advice business, with a target market of busy professionals, looking to get their financial world sorted. How they used consumer focus groups to test their plans and make changes to their original ideas, to include consumer focused language, understand consumers fears around advice, what's important to their clients, really, asking consumers to help them build the business the clients wanted. How they are managing a fast-growing business, managing growing pains Most importantly, how to combine advice with wine and cheese.
Today we chat to The Money Mentor, Adele Martin. She opens up about her virtual financial advice business. We follow her journey, pains and learnings her pivots and solutions along the way. She has built an incredibly modern and scalable advice business embracing technology for efficiencies, new ways of communicating with their clients, we also chat about her thoughts on the future advice businesses, and how soon enough product advice may be provided Siri or Alexa? Adele is an absolute superstar, she is a high energy, fast-paced talker so be prepared to absorb a lot of great information along the way.
In this episode, our superstar guest is one of the most excitable and quirky people I know. The self-proclaimed, ‘geek’with off the scale communication skills, we are so lucky today to chat to Peita Dimantidis, from Carboodle Financial Services. In our chat we cover her journey to her success, we cover, her beliefs of how goals based advice starts with dreams and aspirations, and we unpack what she focuses on with her clients. She is an outside the box thinker and we discuss her views on the future of our profession,and during our chat, we termed a new phrase 'Financial Dating" don't ask me how we got there, but we did. It's a great conversation I am sure you will get a lot out of it.