How are Financial Advisors articulating deep client conversations in their advice documents? What if we scoped advice on a client’s goals rather than advice related only to product categories?
These questions and a whole lot more are thoroughly discussed in this podcast with Fraser Jack, host of the Goals Based Advice Podcast.
Fraser explains the interesting power dynamic he believes exists between Advisor and client, and why Advice businesses are ultimately relationship businesses.
Episode highlights:
12:50 – How can tech help the advisor and consumer relationship?
14:49 – Scoped technology helping with Adviser productivity today
20:08 –The ability for clients to co-create their advice with the Advisor
26:14 – Articulating deep client conversations in an advice document
27:41 – Opinions and biases affecting client conversations
30:40 – Scoping advice on client goals instead of products
Show Notes:
Fraser Jack LinkedIn - https://www.linkedin.com/in/fraserjack123/
The Goals Based Advice Podcast - http://co.xyadviser.com/goalsbasedpodcast
Advice Intelligence - https://www.adviceintelligence.com
This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.
They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.