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Financial advice as a profession continues to change and adapt, but at the core it is about helping people. Today Marc is joined by Fraser Jack who is a retired Financial Adviser, and now founder of The Cyber Collective and host of the XY Adviser Podcast. Marc and Fraser discuss the value of advice and why they both became advisers, but also how they have adapted to help the many over the few. They also talk about the money mindset for clients and how advisers and coaches need to understand the emotional behaviours that drives a person’s habits, motivations and values, as it is not all about the numbers.
The Cyber Collective https://www.thecybercollective.com.au XY Adviser Podcast https://www.xyadviser.com/podcasts/ The Money Sandwich https://themoneysandwich.com/
Financial advice as a profession continues to change and adapt, but at the core it is about helping people. Today Marc is joined by Fraser Jack who is a retired Financial Adviser, and now founder of The Cyber Collective and host of the XY Adviser Podcast. Marc and Fraser discuss the value of advice and why they both became advisers, but also how they have adapted to help the many over the few. They also talk about the money mindset for clients and how advisers and coaches need to understand the emotional behaviours that drives a person’s habits, motivations and values, as it is not all about the numbers.
The Cyber Collective https://www.thecybercollective.com.au XY Adviser Podcast https://www.xyadviser.com/podcasts/ The Money Sandwich https://themoneysandwich.com/
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