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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?

Articles

Heathe354

Heather Hopkins, Managing Director of Next Wealth

Financial advice is essentially a relationship business.

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Lee354

Lee Robertson, CEO and Founder of Octo Members Group

The evolution of Financial Advice.

 

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Holly354

Holly Mackay, CEO of Boring Money

Women are half of the world’s population and, they want different things from advice.

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