You’ve heard the term ‘holistic advice’, but what does it actually mean and how do you shift yours or your boss’ way of thinking to adopt this more modern approach to financial advice?
Andrew Shakespeare (@ajshakey82) of The JSA Group (www.jsagroup.com.au), and 2010’s AFA Rising Star Award Winner leads a team of financial professionals who are consistently looking beyond client’s investment returns and super balances to develop strategies that are far more meaningful and valuable to their client’s wealth and wellbeing.
In this short and sweet episode with Ben and Clayton, Andrew explains why he rarely starts with traditional financial planning concepts in the first meeting, how he prices initial and ongoing advice, how to attract organic referrals and why it’s conversations like this one that are important ones to be having in light of the Royal Commission and the future state of financial advice.
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They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.
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