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.
Support us on Patreon – https://www.patreon.com/xyadviser Join XY Adviser – https://www.xyadviser.com
Facebook Group – https://facebook.com/groups/XYAdviser
This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.
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.
AdviceTech Podcast #38 – Feezily
In this episode, Peita is joined by Chris Colman, Chief Technology Officer at Feezily. They take a deep …
#400 David Harris
David is the CEO and Managing Director at Advice Evolution. He joins James to talk about the processes …
Engine Room Podcast #10 – Brad Rogers
In this episode, Andrew is joined by Brad Rogers, Financial Planner and Business Owner at WealthShore. They chat …
5 JUN 2023 – Monday Market Highlights
This week we cover global share market gains driven by US tech stocks, record-low market breadth, Australian CPI …
AdviceTech Podcast #37 – Yodal
In this episode, Peita chats with Brandon Thompson, CEO at Yodal. They explore the tools and resources of …
#399 Paul Mann
Paul is the Co-Founder and a Financial Adviser at True Direction Financial. He and Clayton discuss their view …
Engine Room Podcast #9 – Paul Barrett
This week, Andrew is joined by Paul Barrett, Co-Founder and Private Wealth Adviser at Absolute Wealth Advisors. They …
29 MAY 2023 – Monday Market Highlights
This week we cover the US debt ceiling raise, the RBNZ interest rates rise, UK inflation, Australian retail …
AdviceTech Podcast #36 – TikTok
In this episode, Peita is joined by James Wrigley, Principal at First Financial and Host of the Ensombl …
#398 Justin Lucas
Justin is an Adviser and Partner at Koda Capital. He sits down with James to chat about his …