"Unorthodox, slightly contrarian, a bit eccentric- be prepared to hear what you need to hear if you’ve chosen to catch up with me. Why listen to the status quo when the world’s changing all around us?
Disruption, generosity, and innovation. 3 things financial advisers should have front and centre. Disruption’s great but, but when it affects your bottom line that’s when it gets real.
Anyone who works in advice-based industries know that it’s all too easy to fall into the trap of simply providing ‘tips and tricks’ and aiming for the commission or invoice. Generosity applied is genuinely listening to others and providing guidance for them. That’s not selling, that’s not proving how smart I am – that’s being generous.
I’m keen to ‘break’ the model of how financial advice is delivered – our industry is so far disconnected to the people who could benefit the most it’s ridiculous. Technology aims to become more human, and humans aim to become more digital – It’s odd. Wouldn’t it be awesome if there was a truly ‘customer-centered’ financial advice model that provided the trust that only a person can deliver with the consistency that only tech can deliver?"
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