A question we’ve been asking often is how do we make Financial Advice irresistible? We know the value that comes from having a great Adviser in your corner – so how are we articulating this as an industry to everyday Australians?
Her debut novel ‘The Breakfast Club for 40-somethings’ and latest TV series ‘The Secrets of the Money Masters’ are just two items in her toolbox of strategies designed to highlight how important Financial Advice is and ultimately encourage more people to engage a great adviser.
6:35 – Believing in the power of Advice
6:50 –The Secrets of the Money Masters
15:40 – Is the face-to-face business model dead?
17:50 – Unintended consequences of the Royal Commission
28:05 – Financial coaches and charging retainers
Vanessa Stoykov – https://vanessastoykov.com
Vanessa Stoykov LinkedIn – https://www.linkedin.com/in/vanessa-stoykov-a9b1741/
The Breakfast Club for 40-Somethings – https://vanessastoykov.com/book/
Evolution Media – https://www.evolutionmediagroup.com.au/
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DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.