Australia

February 22, 2018

#69 Paul Mann

Share this:

Share on linkedin
LinkedIn
Share on twitter
Twitter

“I’ll never invest money in a fund unless I meet the fund manager” – Paul Mann (True Direction Financial Services)

With 25 years of combined experience as a futures trader and a financial adviser, Paul Mann has watched the evolution of financial advice change from a very heavy sales culture to one that is more focused on making a lasting difference in clients lives. For Paul, transitioning into the advice space was an opportunity to make a significant contribution to society and to give back. Sure, he took a 75% cut in his wage when he got started, but was it worth it? Absolutely!

Fast forward to 2018 where you will now find the title ‘Principal and Financial Adviser’ on Paul’s office door. In this podcast, Paul expands on his past trading experience and how that has helped shape his client value proposition as a self-employed adviser. Our favourite key takeaways from this discussion look at:

  • What it was like to be apart of an open outcry in the 90’s
  • What the financial advice industry looked like 18 years ago
  • The psychology of money and how to become a client’s trusted adviser
  • How Paul is niching down with his target market
  • How advisers can leverage the corporate super space and help employees of (really) big companies
  • Why people who are very emotionally connected to their cash flow and disconnected from their super have got it around the wrong way

From a chalkie on the stock exchange, to building a company from 8 to 65 employees globally, Paul Mann has a level of knowledge and understanding that can only come from years of experience working in the trenches of financial advice. For a bunch of fresh ideas and some interesting history on the industry, this is a podcast you don’t want to miss.

 

As always, we would like to thank our major partner Zurich and also SunSuper for the continued support.

Listen to the podcast on the links below or on your favourite platform

General disclaimer for this podcast and all XY Media podcasts
https://www.xyadviser.com/disclaimer/