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.

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!

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.

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!

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!