Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

"I'll never invest money in a fund unless I meet the fund manager" – Paul Mann (True Direction Financial Services) With 25 years of combined experience as a futures trader and a financial adviser, Paul Mann has watched the evolution of financial advice change from a very heavy sales culture to one that is more focused on making a lasting difference in clients lives. For Paul, transitioning into the advice space was an opportunity to make a significant contribution to society and to give back. Sure, he took a 75% cut in his wage when he got started, but was it worth it? Absolutely! Fast forward to 2018 where you will now find the title 'Principal and Financial Adviser' on Paul's office door. In this podcast, Paul expands on his past trading experience and how that has helped shape his client value proposition as a self-employed adviser. Our favourite key takeaways from this discussion look at: What it was like to be apart of an open outcry in the 90's What the financial advice industry looked like 18 years ag