Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Which areas of the Financial Planning process do you really enjoy? What if you could eliminate the areas of Financial Planning you don’t like, and focus on the ones you enjoy most? Well, that’s exactly what Amie Baker (LinkedIn: /amie-baker-10975828) of Rekab Advice (https://www.rekabadvice.com.au) did. Amie realised being her client’s active investment manager was not how she could provide the most value, so she made a conscious decision to outsource all areas of FP she doesn’t enjoy, to focus on what she does best - helping her client’s articulate what they want out of life and tailoring a financial plan to help them get there. This is a great episode for anyone who wants an insight into what one successful adviser is doing in her business. Episode highlights: 12:30 – How has your life experiences helped you as a Financial Advisor? 18:41 – The elements of Financial Planning Amie has outsourced and why 22:50 – What did you do to get better at behavioural finance? 27:48 – The scarcity mindset with money, and