In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a huge topic, from your professional obligations to get informed consent, to helping the non-CFO in client couples.
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 …
-
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 …
-
Delivering Advice Differently #5
In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice …
-
Delivering Advice Differently #1
In this first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have …
-
Delivering Advice Differently #2
In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice “as a …
-
Delivering Advice Differently #3
In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is …
-
Delivering Advice Differently #4
In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a …
-
Delivering Advice Differently #5
In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice …
-
Delivering Advice Differently #1
In this first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have …
-
Delivering Advice Differently #2
In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice “as a …
-
Delivering Advice Differently #3
In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is …
-
Delivering Advice Differently #4
In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a …
-
Delivering Advice Differently #5
In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the …
-
AdviceTech Podcast #120 – Meldus
This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
-
#481 Kylie Denton
Kylie is the Founder and Director at Performance Advisory Group. She and James discuss the intergenerational wealth transfer …
-
Engine Room Podcast #60 – Reuban Sivarajasingam
Reuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and …
-
AdviceTech Podcast #119 – Ensombl CPD
This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …
-
AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
-
#482 Nicole Gardner
Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #1
In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #2
In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #3
In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the …
-
AdviceTech Podcast #120 – Meldus
This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
-
#481 Kylie Denton
Kylie is the Founder and Director at Performance Advisory Group. She and James discuss the intergenerational wealth transfer …
-
Engine Room Podcast #60 – Reuban Sivarajasingam
Reuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and …
-
AdviceTech Podcast #119 – Ensombl CPD
This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …
-
AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
-
#482 Nicole Gardner
Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #1
In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #2
In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #3
In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights …