March 30, 2022

Delivering Advice Differently #3

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Delivering Advice Differently

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In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is part of something bigger, in Adult Learning Styles, and how to encourage your clients to lean in and engage in the decisions you make together.

Visit Optimo Financial to find out more about the next generation of financial modelling.

Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn
FPA Website

Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn
FINNACLE Website

Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn
Optimo Financial Website

Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn
Real Life Financial Planning Website

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