Goals Based Advice Podcast

79% of people surveyed do not value their financial review meeting.

In this meeting, we chat with world-renowned speaker George Amidon. George shares his research on client engagement and identifies how we can add more value to catch and keep more clients. 

You can hear our conversation with George (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.

Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
Android - https://lnkd.in/eHKv-xc

From surf shop days to owning an advice business, which employs over 36 people. In this episode, Andrew Hewison shares his fresh approach to advice and the journey he’s taken to get there.

You can hear our conversation with Andrew (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.

Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
Android - https://lnkd.in/eHKv-xc

What does the abbreviation GUM and DUM stand for? And how will it shape the new world of advice?

I highly recommend you tune into this episode, where we chat with US-based Mitch Anthony. Mitch is recognised around the globe for his pioneering work in life-centred planning and we were lucky enough to catch up with him whilst on tour. Mitch explains why money-centred advice is self-limiting and guides you on how to develop a dialogue path that creates deeper connections and long-lasting client relationships.

Here at GBA, we like to mix things up a bit. In this episode, Lana Clark of Elixir Consulting takes the wheel and interviews our very own Fraser Jack, about podcasting and how story-telling plays such an important part in sharing your message.

You can hear our conversation with Lana (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.

Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
Android - https://lnkd.in/eHKv-xc

How far would you go to raise awareness of your cause?

Today we chat with Fortune 50’s great leaders, Mina Guli. An ultra-marathon runner and water activist, Mina founded the global movement #RunningDry to raise awareness about water consumption.

Mina a self-confessed ‘bad runner’, completed 40 marathons across seven deserts on seven continents in seven weeks in 2016 and then completed the equivalent of 40 marathons in 40 days down six of the world’s great rivers in 2017.

In 2018, Mina began #RunningDry which has quickly grown into a global movement.  She set out to complete 100 marathons in 100 days.  After running 62 marathons, Mina was devastated to break her femur.  That’s when she realised that this ‘movement is bigger than me’: her team of supporters helped her to achieve her goal by running the remaining 38 marathons in her stead and even pushing her along in a racing wheelchair.

A former corporate lawyer, Mina has been named a Young Global Leader by the World Economic Forum and one of the 50 greatest leaders in the world by Fortune Magazine.

To hear Mina’s story tune into this episode using the links below and why you’re at it why not subscribe to hear our future conversations as soon as they’re released.

Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
Android - https://lnkd.in/eHKv-xc

Having someone in your corner to help guide your career and provide advocacy can make the world of difference. Here we chat with Judith Beck about ‘FEW Good Men’ a global initiative to help even the scales when it comes to gender equality in senior leadership positions.

You can hear our conversation with Judith (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.

Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
Android - https://lnkd.in/eHKv-xc

Let’s face it, legislative amendments are the new norm;  so managing your own energy and focus is now more imperative than ever before.  In this episode, we chat with UK based adviser Phil Billingham about creating a culture whereby the regulatory change is absorbed and embraced. Allowing you to focus on your number one task; adding value to clients.

You can hear our conversation with Phil (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.

Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
Android - https://lnkd.in/eHKv-xc

The GBA podcast gets an insight on financial planning in South Africa by chatting with an award-winning financial planner, Janet Hugo, director of Sterling Private Clients.

Janet talks about her experience as a financial planner, how to deal with legislative updates and also how she has successfully evolved her business over the years.

You can hear our conversation with Janet (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.

Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
Android - https://lnkd.in/eHKv-xc

In this episode, you’ll hear how Andrew Talbot has built an advice business in Singapore, specifically for ex-pats. He shares new ideas from a global perspective and provides insights on how to deal with legislative and technological challenges.

You can hear our conversation with Andrew (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.

Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
Android - https://lnkd.in/eHKv-xc

Recently profiled as one of the ‘200 Women Who Will Change The Way You See The World’. Jessica was just 17 when she was diagnosed with a rare, degenerative and incurable eye disease. Despite this, she has since become the first Australian dual summer and winter Paralympic medallist.  

In this must-listen episode, Jess shares her unique life experiences and challenges our thinking to see your world from a new perspective.

You can hear our conversation with Jess (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.

Apple - http://bit.ly/GBAPodApple
Spotify - https://lnkd.in/enn9kAP
Android - https://lnkd.in/eHKv-xc