The opportunity for financial advisers to collaborate with specialist cash flow coaches to grow their practices, the profession and the financial wellbeing of Australians.
If you’re pressed for time here’s what we covered: (expand)
- 1:50 My background story
- 6:56 Advice to my younger self
- 8:55 – 19:25 How I blend behavioural science into cash flow coaching
- 19:25 Clayton’s example of how he manages impulses
- 22:20 Discussing my change from licenced adviser to a money coach
- 24:50 The impact of rapid regulatory change on adviser wellbeing
- 30:00 Advisers choosing to be money coaches
- 31:50 – 39:30 How planners can collaborate with money coaches to grow their practices, the profession and the financial wellbeing of Australians
- 42:45 I provocatively speculate that scoped in cash flow & budgeting advice could be the next ‘fee for no service’
Curious to learn more?
I work with advisers and clients anywhere in Australia.
Call me now on 0400 225 955 or e-mail me with a date and time that suit you and let’s speak (phone/Zoom).