Confronting The Personal Challenges & Reality Of Change In The Financial Services Industry with Nathan Meola.

This episode gets deep... We go deep into the personal challenges that Financial Planners & Advisers are facing through the course of the significant events & changes that have occurred in the financial services industry recently. 

We also address and confront the current suicide rate within the industry that's approximately 11 TIMES higher than the national average.

We also talk about what he believes people, specifically men, in this industry can do to create positive change in their own lives and therefore, be able to make a life-changing impact in their client's lives and grow their businesses.

Enjoy the episode and don't forget to let us know what you think and drop a review!

In this episode, I catch up for a virtual coffee with Peter Lord who is the Founder of the well known personal finance app Money Brillant and more recently, Best Financial Friend.

We cover...

• The journey and lessons learned from launching multiple start-ups in the Financial Services Industry.
• How Peter and his team are scaling financial coaching and cashflow coaching Australia wide.
• ASIC Initiatives for fintech development within Australia
• Methods to keep clients accountable and on track toward their financial goals.
• Leveraging technology for better client outcomes.
• The challenges, potential opportunities now & in the future for the Financial Services Industry.

Enjoy and let us know what you think by dropping a review.

In this episode of ADVISER'S IMPACT we talk to Ross Marais who is the Managing Director and head of financial planning for More Time Financial - A financial planning firm that specialises in helping young Australian's make smart choices with their money.

He is also the host of the popular Young Money Podcast and Gen-Y Advice video series, which is one of the leading financial education channels produce by financial services professionals in Australia.

I've known Ross for a few years now and he has an obsession with understanding how human psychology and behavioral economics influences people's decision around money and this is what led him to choose a career in this industry and how he grows his practice.

In this podcast we dive deep into this and how he believes this industry can make a life-changing impact in people's lives and grow their businesses, using social media and financial education and what he believes the industry needs to change, in order to continue making a difference for the end-user.

Enjoy!

In this episode of ADVISER'S IMPACT we talk to Ross Marais who is the Managing Director and head of financial planning for More Time Financial - A financial planning firm that specialises in helping young Australian's make smart choices with their money.

He is also the host of the popular Young Money Podcast and Gen-Y Advice video series, which is one of the leading financial education channels produce by financial services professionals in Australia.

I've known Ross for a few years now and he has an obsession with understanding how human psychology and behavioral economics influences people's decision around money and this is what led him to choose a career in this industry and how he grows his practice.

In this podcast we dive deep into this and how he believes this industry can make a life-changing impact in people's lives and grow their businesses, using social media and financial education and what he believes the industry needs to change, in order to continue making a difference for the end-user.

Enjoy!

Welcome to the very FIRST, official episode of the ADVISER'S IMPACT podcast!

In this episode, I interview Chris Carlin who is AFA's Rising Star award winner for 2019 and the Founder of Master Your Money Now, which is the only Australian financial services firm specialising in financial planning for teachers and nurses.

Chris started off his career in finance as a paraplanner, then started working as a financial planner for a major bank in Australia and is now an owner and operator of a successful financial planning firm.

In this episode, Chris talks about

• His journey from paraplanning to becoming AFA's Rising Star award winner, drops some gold advice for those thinking about making the leap from an employed adviser to starting your own firm.
• Why his decision to work with a niche market was one of the best decision he ever made for his business.
• What he believes, the industry as a whole should implement, in order to make more of an impact in consumer's lives.

For anyone that's thinking about starting their own practice or niching into a specific market of clientele, this episode is definitely for you!

Kristin Jacobsen introduces the Adviser's Impact podcast and explains who this podcast is for and what to expect in the upcoming episodes.