The Innovating Advice Show

#NEXTGEN21 Global Conference: https://bit.ly/globalfpconf In their thought-provoking white paper, New Frontiers in Wealth Management, Matthew Jackson and Bob Veres examine how advice firms can ensure long-term survival in a changing world. In this episode, Matthew joins to take a look at one of the challenges discussed in the paper: the three intergenerational challenges of moving from a Peak 1 firm to a Peak 2 firm. Whether they realize it or not, most firms are grappling with this challenge. Show notes at https://innovatingadvice.com/post/episode87 Join the next Video Creation Masterclass https://bit.ly/videoin2021

Global conference tickets: https://bit.ly/globalfpconf Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm 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 Join the IA Community https://bit.ly/IAComm

Global conference tickets: https://bit.ly/globalfpconf Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm As the world reopens and remote work continues, you or your clients may be thinking about moving internationally for fun, career or marriage. This presents unique challenges and opportunities from a financial planning perspective and is the focus of this episode. I'm joined by Hui-chin Chen who is the owner of Pavlov Financial Planning, where she works with globally mobile clients, and the Founder of The CIGA Network, Where independent advisers located around the world come together to provide comprehensive financial advice covering their clients' global footprint. In this episode, we're chatting about what you should be thinking about if you're looking at moving abroad, considerations for globally mobile clients and some of the top things to think about - including whether this is an area you really want to focus on. Show notes at https://innovatingadvice.com/post/episode85 Join the IA Community https://bit.ly/IAComm

Global conference tickets: https://bit.ly/globalfpconf Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm If you're struggling to achieve or maintain balance, as so many of us are, this episode is for you. Dr. Travis Parry, author of Achieving Balance and founder of the Make Time Institute where he helps financial advisors reach their business and personal goals in an overworked world, joins the show to discuss the three key myths he covers in his book: that balance means doing it all at the same time, that productivity is the magic pill and that personal development is the end all be all. One of my favorite lines from Dr. Parry's book is "productivity without boundaries creates a more productive workaholic." Be sure to listen to the end where he provides an incredible free offer to listeners of The Innovating Advice Show. Show notes at https://innovatingadvice.com/post/episode84 Join the IA Community https://bit.ly/IAComm

If you've been resisting marketing because it's seen as expensive, time consuming or salesy, this episode is for you. I'm joined by Ali Marchand, CEO of Impresm in Switzerland, which specializes in accessible and innovative marketing for financial planners. She's breaking down the three things that make marketing for financial planners different, the three key things you need in your marketing foundation and how to build and solidify that foundation in just five hours per month. And it had such great engagement during the live stream - which we do with every episode at 2pm Eastern time each Tuesday - that there's some bonus content at the very end that worth sticking around for. Show notes at https://innovatingadvice.com/post/episode83 Sign up for guest and episode notifications https://bit.ly/JoinIA20 🔥 Join the next Video Creation Masterclass before the price goes up https://bit.ly/videoin2021 🔥 Join the IA Community https://bit.ly/IAComm

If you're looking for ways to stand out, come out of your shell or battle that pesky imposter syndrome, this episode is for you. From his first job in financial services at a large company, Russell Ho leveraged his creativity and determination to stand out, impress the well-funded marketing department and make a name for himself. But that didn't come naturally. As we discuss, Russell was an introvert and wasn't sure how to connect with clients and prospects. But he threw himself in the deep end, with one creative initiative after another, knowing that failure - if it came - wasn't the worst outcome. As his success has grown he's also battled imposter syndrome, which we chat about. Show notes at https://innovatingadvice.com/post/episode82 Sign up for guest and episode notifications https://bit.ly/JoinIA20 Join the IA Community https://bit.ly/IAComm Join the next Video Creation Masterclass https://bit.ly/videoin2021

Sign up for guest and episode notifications https://bit.ly/JoinIA20 Francois du Toit is back on the show for a celebration of all the good things that have come out of the last year. Amidst the many tragedies of the last year we have seen: 🌟people and initiatives evolving this profession 🥇new and thriving financial planning businesses 🚀new friends and collaborations to drive this profession forward ✅and much more Show notes at https://innovatingadvice.com/post/episode81 Sign up for guest and episode notifications https://bit.ly/JoinIA20 Join the IA Community https://bit.ly/IAComm Join the next Video Creation Masterclass https://bit.ly/videoin2021

Chanelle Pattinson is a rising star and young woman in financial planning. She grew up thinking financial advice was boring and that advisors just drink tea and make money grow through watching her father. But after dipping her toe in, she quickly fell in love with financial advice. But when she looked around, she couldn't find any other young women like herself. Always up for a challenge and trying new things, Chanelle shares what she recently launched that's helping to ensure the future is bright for young women in financial planning. We also discuss why you should say yes to wild ideas and get out of your comfort zone and the importance of finding your people. Show notes at https://innovatingadvice.com/post/episode80 Join the IA Community https://bit.ly/IAComm Join the next Video Creation Masterclass https://bit.ly/videoin2021

Michael Back, founder of Human to Human in Australia which helps financial advisors create loyal clients who make your business more profitable, joins the show. Michael is a customer experience enthusiast, business coach, people lover and multi-award winning marketing consultant. In this episode, we're chatting about how to make each year of your client experience better than the last. And how to determine and prioritize the right activities at the right time to make that happen. Show notes at https://innovatingadvice.com/post/episode79 Join the IA Community https://bit.ly/IAComm Join the next Video Creation Masterclass https://bit.ly/videoin2021

Kate Healy, who is known and admired for her expertise and passion around all things nextgen in financial planning, joins the show. We're chatting about how the pandemic has been a catalyst for change in how we go about attracting and developing the next generation of talent - not just in client facing roles or for younger people, but in all the important roles across an organization and including career changers. We also discuss imposter syndrome and ways to overcome it - including by participating in the amazing Speaker & Influencer Program in the Innovating Advice Community - and Kate provides some ideas on how to overcome social media compliance challenges you may be facing. We wrap up with Kate sharing the incredible work that's happening at the Foundation for Financial Planning where she is the current Board Chair. Show notes at https://innovatingadvice.com/post/episode78 Join the IA Community and Speaker & Influencer Program at https://bit.ly/IAComm Join the next Video Creation Masterclass https://bit.ly/videoin2021

Penny Phillips, President and co-Founder of Journey Strategic Wealth, has spent years supporting financial advisors to embrace change and discover new ways to thrive. In this episode, Penny and I discuss old belief systems and structures and how to shed them in order to grow your business. Penny talks about the importance of understanding client psychographics - and what that means, how to lead with curious questions and not make assumptions, how to handle challenging compliance situations and, as the person that introduced me to BombBomb video email which I love, we of course talk about advisors leveraging video in their business. Links and transcript at https://innovatingadvice.com/post/episode77 Join the IA Community Join the next Video Creation Masterclass

Welcome to the return of our regularly scheduled episodes! Natalie Yan-Chatonsky, founder of Full Time Lives in Australia, works with financial planners to help change the conversation around retirement and help people build healthy, meaningful and connected lives after full-time work. Listen on for Natalie's 5 key ingredients for full time living and let me know which one you're going to focus on this year. Join the brand new IA Community Join the next Video Creation Masterclass

After a few weeks hiatus, The Innovating Advice Show is back! Here's a look back at the show in 2020, what I've been up to during the hiatus and what's new with the show and Innovating Advice in 2021 (hint: lots!). Note: This was my first ever live stream and I'm uploading the audio unedited for efficiency. Video Creation Masterclass - Registration closes 31st January! IA Community Live Webinar on 3rd February - Register Here

*Note: This is the last episode of 2020 and the podcast will be taking a few weeks off in January to make some fun updates. Wishing you and yours a wonderful holiday and a joyous new year! In this final episode of 2020, we're joined by our first guest from Scotland, Keith Boyes. Being the first guest, we chat a little about Scotland and I bet you'll be surprised by what their national animal is! Keith is the Founder of Spentwell, which he launched in August 2019 after spending 10 months talking with and learning from other firms and focusing heavily on what has become a multi-award winning brand. Keith walks us through his journey, what he's outsourcing and why, the team he's built and what team means to him. Links, transcript and timestamps at https://innovatingadvice.com/post/episode75. Video Creation Masterclass: 20% off until 31st December

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

If you are currently a business owner or think it might be on your horizon, this episode is for you. I'm joined by Dean Holmes, co-founder of The Wealth Network in Australia where they're inspiring the entrepreneurial revolution in financial planning. We're chatting about the ups and downs and realities of starting and growing a successful business and Dean walks us through The Wealth Network's unique model for solving the major pain points in launching an advice or planning business. And listen until the end where he talks about hyper-targeting and hyper-personalization and why we should all be doing it. Links, transcript and timestamps at https://innovatingadvice.com/post/episode73. Raise Your Profile and Attract Your Ideal Clients with Video

If you've been wondering how you can bring clients and prospects together for valuable virtual discussions, both large and small, this episode is for you. We're talking through how Private Ocean has pivoted their business development and client engagement initiatives in this virtual world. And listen until the end for Sabrina's free offer for five listeners to improve your mental fitness. Links and transcript at https://innovatingadvice.com/post/episode72. Raise Your Profile and Attract Your Ideal Clients - Register now for 20% for the rest of 2020

We talked wine lists, trees growing backwards and the wild west, all in the name of continuing to build this wonderful #financialplanning profession. Dr. Nathan Harness, Director of Financial Planning at Texas A&M University, also shares the inherent solution biases most people have based on their area of expertise and we chat about the need for more academic research. And listen until the end where he describes the need for normative standards in the profession (say what? he explains) and talks about the delicate balance between the art and science of financial planning. Links, transcript and timestamps at https://innovatingadvice.com/post/episode71. Three Steps to Identify Opportunities for Innovation in Your Financial Advice/Planning Business

Stacey McKinnon is the Chief Operating Officer at Morton Capital Management in California which manages $2bn in assets and has a team of 45 people. What's surprising, though, is that 75% of those team members came to Morton with no prior experience in financial services. In this episode, we're discussing how Stacey has completely flipped hiring on its head, her extreme focus on client and employee experiences and her big, hairy, audacious goal that could not only transform financial services, but make the whole world a better place. Whether you're a solo shop or also have a team of 45, this episode will change your thinking about how to find and build your team and the positive impact that can have on the world. Links, transcript and timestamps at https://innovatingadvice.com/post/episode70. Three Steps to Identify Opportunities for Innovation in Your Financial Advice/Planning Business

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