Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Being a Financial Advisor is not all that different to being a cop, according to Shane Black of Pearl Financial that is. As an ex police officer, Shane uses behavioural psychology to help clients get in tune with what’s actually important to them, rather than what they think should be important to them. He’s a ‘Masters of Applied Finance’ graduate who switched from law enforcement to Financial Advice in 2012 and has been helping his client’s kick their biggest financial and lifestyle goals ever since. When he’s not working with clients or spending time with his young son William, you can find him cracking plenty of (dad) jokes in the XY Facebook Group (www.facebook.com/groups/XYAdviser). Here’s the nuggets of FP gold from this episode: 5:32 – Why Shane re-branded to his business four years ago 8:23 – What Shane’s work hours looked like before his son was born to now and how he’s adjusted his workflows 10:21 – Virtual outsourcing and the first task Shane gave to a virtual assistant 17:15 – Where Shane find cli