The Innovating Advice Show

With the coronavirus pandemic most strongly affecting our older generations and bad press around the world from outbreaks in aged care facilities I invited Rachel Lane on to get a better understanding of aged care, how much of the news represents reality and when and how advisers should be having aged care discussions with their clients.

Rachel is the Principal at Aged Care Gurus in Australia which helps professionals up-skill and provide quality aged care advice to your clients.

Rachel also shares the designation they’ve created, The Retirement Living and Aged Care Specialist, To highlight how specialized of an area of advice and planning this is. And to further help advisers with this complex topic, she’s also developed a powerful software solution. That’s part 2 of this podcast and you can find the short demo webinar, links, transcript and timestamps at https://innovatingadvice.com/post/episode74.

Raise Your Profile and Attract Your Ideal Clients with Video

We’re discussing two key topics that I’ve been hearing from you: How do you attract your ideal client and how do you overcome those internal barriers that prevent you from creating and sharing content that will attract your ideal client?

And listen until the end where Tim shares a cool new feature on LinkedIn where you can highlight your personality and value in just ten seconds.

Episode and transcript at: https://innovatingadvice.com/post/episode69.

Three Steps to Identify Opportunities for Innovation in Your Financial Advice/Planning Business

Phuong Luong, Founder of Just Wealth in the U.S. is a burst of inspiration. She’s a career changer from teaching to financial planning and when she decided to make the switch, she jumped right in and started her own virtual, fee-only financial planning business.

If you know someone that’s considering a career switch into financial planning, this is a great episode to share with them.

Phuong also shares her research and experience with financial history, wealth divides and the myths we tell ourselves about why people are poor. We discuss some of the challenges with giving back through pro bono work and the most effective way for you and your clients to contribute charitable dollars.

Phuong has won many awards and recognitions but remains staunchly focused on leaving the world a better place than she found it.

Links, transcript and timestamps at https://innovatingadvice.com/post/episode68.

Three Steps to Identify Opportunities for Innovation in Your Financial Advice/Planning Business

Dr. Brad Klontz is on the show talking about the intersection of financial psychology and financial planning which is endlessly fascinating.

Dr. Klontz shares how financial trauma and money beliefs can be passed down through generations and his research on the effectiveness of financial education versus more of a visual, coaching, behavioral finance approach.

He also discusses his research on the psychology behind the ultra wealthy versus the middle class and his passion for changing the false messaging on social media about how the wealthy really live.

We wrap up talking about a few of his books, the Certified Financial Behavior Specialist designation through the Financial Psychology Institute and listen until the end for his final words on the lifesaving power of financial planning.

Links, transcript and timestamps at https://innovatingadvice.com/post/episode63.

Three Steps to Identify Opportunities for Innovation in Your Financial Advice/Planning Business

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We are going back to basics for an intro to blockchain, bitcoin, crypto and this NFT craze.

I'm joined by AJ Nary, founder of HeightZero, which is a technology platform that enables financial advisors to efficiently add digital assets to their clients’ portfolios. AJ is also great at breaking things down in an easy to understand way.

So if you've been trying to figure out what all of these things are, whether you should care and how they might fit into your clients' lives, this episode is for you.

Show notes at https://innovatingadvice.com/post/episode86

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