“Second only to your health is your financial wellbeing. We [the driven and passionate advisers] have a big role to play to ensure the Australian public are looked after financially” – Dante De Gori
At a time when impugning comments about this industry we all love are being flung around left right and centre, Dante De Gori (@ddegori10)of the FPA (Financial Planning Association – www.fpa.com.au) believes this is also a great opportunity to start producing positive content that highlights the benefits consumers receive when they engage with an adviser and implement a financial plan.
This is a thought-provoking and informative podcast that is sure to spike your curiosity and get you thinking about the current and future state of the advice-giving process and how we price our services accordingly.
The highlight reel of this podcast includes a discussion around why the ongoing relationship piece with clients is continually changing, why we have to get better at nailing the intangibles of our service offerings, what we are doing to charge for advice and Dante’s take on what financial advice will look like in 5 years.
Any advisers who would like to contribute to the FPA’s Money & Life Website (which includes a consumer audience of nearly 500,000 visits and 10,000 subscribers) is encouraged to contact the FPA marketing team at email@example.com.
You can also check out some other recent episodes here – www.xyadviser.com/podcast
They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.
This podcast is also brought to you by Centuria (www.centuria.com.au), an ASX-listed specialist investment manager with $4.6 billion in funds under management. Through their Investment Bonds and listed and unlisted property funds, they’re genuinely enthusiastic about helping people achieve their financial goals and accumulate wealth.
Centuria offers technical and educational support to advisers, and supported with a dedicated team of distribution managers to help you deliver great solutions for your clients. They have been long-time supporters of XY Adviser and these podcasts dedicated to driving this profession we all love.
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.