In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is part of something bigger, in Adult Learning Styles, and how to encourage your clients to lean in and engage in the decisions you make together.
Visit Optimo Financial to find out more about the next generation of financial modelling.
Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn
FPA Website
Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn
FINNACLE Website
Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn
Optimo Financial Website
Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn
Real Life Financial Planning Website
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You can get a transcript of this podcast here
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Delivering Advice Differently #1
In this first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have …
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Delivering Advice Differently #2
In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice “as a …
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Delivering Advice Differently #3
In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is …
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Delivering Advice Differently #4
In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a …
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Delivering Advice Differently #5
In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice …
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Investment Podcast #21 – Australian Equities
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#474 Bert van Manen
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Engine Room Podcast #58 – Matt Hale
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AdviceTech Podcast #112 – Advice Designer
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#473 Rob Goudie
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Engine Room Podcast #57 – Adam Morse
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#472 Dean Holmes
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Investment Podcast #20 – Australian Small Caps
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