Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

How are Financial Advisors articulating deep client conversations in their advice documents? What if we scoped advice on a client’s goals rather than advice related only to product categories? These questions and a whole lot more are thoroughly discussed in this podcast with Fraser Jack, host of the Goals Based Advice Podcast. Fraser explains the interesting power dynamic he believes exists between Advisor and client, and why Advice businesses are ultimately relationship businesses. Episode highlights: 12:50 – How can tech help the advisor and consumer relationship? 14:49 – Scoped technology helping with Adviser productivity today 20:08 –The ability for clients to co-create their advice with the Advisor 26:14 – Articulating deep client conversations in an advice document 27:41 – Opinions and biases affecting client conversations 30:40 – Scoping advice on client goals instead of products Show Notes: Fraser Jack LinkedIn - https://www.linkedin.com/in/fraserjack123/ The Goals Based Advice Podcast - http://co.xya