Let's be frank, perhaps the one thing that separates good Advisers from exceptional ones is the degree to which they are being explicit with their clients and even more importantly the degree to which they are getting their clients to be explicit with themselves.  

Good Advisers are simply not honest enough; they let their desire to please get in the way of making a difference. Being direct and being explicit does not mean being uncaring, in fact, it means caring enough that you are brave enough to go where others are not willing to.   

An exceptional Advisers role is to help their clients to also be far more explicit with themselves and with their partners. This is where we see the greatest value in the Advice process.  

So our question is: are you being explicit enough with your clients? Love to hear your thoughts!  Thanks for watching this episode of The Exceptional Advice Show! 

Hopefully, you gained something valuable out of this episode, if you’re interested to find out more or want to get in touch click the links below and take a look at some of our other content.  

Baz Gardner Founder - The Social Adviser

The Social Adviser Website https://thesocialadviser.com/   

Baz Gardner Website https://www.bazgardner.com/ 

LinkedIn https://www.linkedin.com/in/bazgardner 

Baz Gardner About Me https://about.me/BazGardner   

The Social Adviser - LinkedIn https://au.linkedin.com/company/the-social-adviser   

Baz Gardner Twitter https://bit.ly/3m2jt2U 

Baz Gardner Instagram https://bit.ly/3u2vibT 

Breaker https://bit.ly/3b7Gkph 

Google Podcast https://bit.ly/3eAMu3x 

Apple Podcast https://apple.co/3uwDTEt 

Pocket Cast https://pca.st/0nll5mbd 

Radio Public https://bit.ly/3bfxcyQ 

Spotify https://spoti.fi/3tweMQZ

If you want to build a firm that gives exceptional advice you need to build an exceptional team. 

There are issues that we see happen over and over as firm owners try to build out their advice firms. In this episode, we talk about what is required to build an exceptional team.  

You need to understand how to bring the right personality traits together, whilst making good decisions about who to bring in and take out of your business. 

Many firm owners/partners think that their team members should be and perform just like they do (hint this is not how to build out your team).  

Honesty about capability sets, explicitness in communication, and the ability to look in the mirror are just some of the topics we talk about in this episode. 

Make sure to check out our insights and make sure to share your own experiences with us.  Thanks for watching this episode of The Exceptional Advice Show! 

Hopefully, you gained something valuable out of this episode, if you’re interested to find out more or want to get in touch click the links below and take a look at some of our other content.  

Baz Gardner Founder - The Social Adviser  

The Social Adviser Website https://thesocialadviser.com/   

Baz Gardner Website https://www.bazgardner.com/ 

LinkedIn https://www.linkedin.com/in/bazgardner 

Baz Gardner About Me https://about.me/BazGardner   

The Social Adviser - LinkedIn https://au.linkedin.com/company/the-social-adviser   

Baz Gardner Twitter https://bit.ly/3m2jt2U 

Baz Gardner Instagram https://bit.ly/3u2vibT 

Breaker https://bit.ly/3b7Gkph 

Google Podcast https://bit.ly/3eAMu3x 

Apple Podcast https://apple.co/3uwDTEt 

Pocket Cast https://pca.st/0nll5mbd 

Radio Public https://bit.ly/3bfxcyQ 

Spotify https://spoti.fi/3tweMQZ

The Psychology Of Video - The Exceptional Advice Show -  with Baz Gardner & Tristin Alyward 

It still blows our minds that #AdviceFirms by and large are still largely not getting the most value for their clients and their business out of the medium of video.  

We have been nagging the Advice professions for more than a decade that they should be using video to create greater leverage within their firms. The truth is that FEAR is a very large part of the mental roadblocks that hold Advisers back from using the medium of video.  

So in this video, we are going to shine a light on your thinking and question your actions as it relates to the use of video within your Advice business.  

If there was one good thing for us during the Lockdowns it's that video as a meeting platform to use with clients at least gained some traction. Yet how many Advisers took the chance to convert their clients to video meetings as a default?  

Let's get into the topic and discuss the fears and misconceptions!

Baz Gardner Founder - The Social Adviser

I Need More Clients - The Exceptional Advice Show - with Baz Gardner & Tristin Aylward  

One of the most common misconceptions among Professional Advisers is that they would be more successful if they just had more clients.   The truth is that in almost every situation the key to leapfrogging an advice business forward is not new client growth but instead re-engagement with their existing clients.   

The reason that advice is so invaluable is that it is impossible to be objective about your own personal and business circumstance. That's why what you do is invaluable, but it also means that you have more than likely been compromised in your own pricing and value articulation.  

In the very first episode of The Exceptional Advice Show, Baz talks through this issue with up-and-coming Adviser Tristin Aylward.  As we dive deep into what it takes to become an exceptional Adviser, we are looking for interesting guests and ideas to help develop a show for already great professionals. So please leave your ideas and suggestions in the comment section.   

Thanks for watching this episode of The Exceptional Advice Show! Hopefully, you gained something valuable out of this episode, if you’re interested to find out more or want to get in touch click the links below and take a look at some of our other content.  

Baz Gardner Founder - The Social Adviser  

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Where does Unregulated Advice fit within Financial Advice?

 The truth is that most of the value that Financial Advisers can deliver to their clients does not require an SOA. It’s also true that every Adviser I have ever sat down with has large gaps in how they are articulating the value of the intangible value that their Advice brings (that is a very large data set).  

The focus on the rational, tangible and process-driven aspects of Financial Advice and an inability to articulate the deeper implied value of Advice has led the profession to under-deliver to clients and also to produce impaired business profitability.  

In my experience working with Advisers, this means 50-70% less revenue per client and a very large multiple of reduction in client outcomes and value perception. 

Unregulated advice is just a way for you to go far deeper with your clients and to be far more transformational to their lives. It's time for Advisers to totally re-examine what it is they do and how they articulate their value and charge their clients.  

If you do this properly, not only will your clients become raving fans your business will also become far more profitable and with far less proportionate time and cost allocated to compliance.