Great financial advice isn’t about the money – it’s about something much more meaningful.
Great advice is about taking clients to places they haven’t been.
Great advice is about helping clients manage their un-manageable things.
Unfortunately though, when it comes to financial advice, most Australians have become conformists. Unable to easily value, trust or assess most of the financial advice available, they conform to beliefs that financial advice is either for the rich, the lazy, or someone approaching retirement.
There is however an antidote to break this conformity.
It starts with a conversation.
Specifically a different conversation.
The different conversation needs to create a ‘discovery’ that changes a person’s beliefs such that they realise that conforming to today’s dogma about advice is actually a limiting belief for them in their circumstances.…