Heather Hopkins, Managing Director of Next Wealth
Financial advice is essentially a relationship business.
The Industry Perspective
Hear from the industry experts who discuss why goals, milestones and finances are closely connected, how they work together and how advisers can make a difference.
We speak to Holly Mackay, CEO of Boring Money, Lee Robertson, CEO and Founder of Octo Members Group and Heather Hopkins Managing Director of Next Wealth who uncover why emotions are client’s real divers, how the role of advisers is changing and how advisers can stay relevant in their client’s lives.
Holly Mackay, CEO of Boring Money
Episode 1
What role do emotions play in planning for key milestones?
Episode 2
How we as an industry stay relevant and central to our clients’ lives?
Lee Robertson, CEO and Founder of Octo Members Group
Episode 3
How can advisers balance ‘transactional’ and ‘emotional’ conversations with clients?
Episode 4
What is the best way to create lasting adviser/client relationships?
Heather Hopkins, Managing Director of Next Wealth
Episode 5
Is the role of financial advisers evolving?
