Beyond the numbers: Articulating the true value of financial advice
Scott StevensIn a world where the rising cost of living meets relentless pressure on fees, financial advisers are facing a challenge like never before. People are re-evaluating every pound spent, looking harder at where true value lies. Yet, for those seeking security, stability, and growth in their financial lives, the right advice has never been more essential. That’s why we're launching this series. A podca... more
| Publishes | Weekly | Episodes | 11 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Categories | EntrepreneurshipInvestingBusiness | ||||
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Latest Episodes
What if the biggest breakthrough in your advice practice didn’t come from the numbers, but from asking better questions?
In this episode of Beyond the Numbers, I sit down with Simonne Gnessen, financial coach, pioneer of the UK’s coaching movement, ... more
Recourses
Moden
‘Ace Your Annual Review’ - Downloadable guide
Humansing money - fortnightly newsletter
'Finesse your first meeting' - Mentoring programme
Communicate for Impact Course - Writing cohort for advisers
The Kinder Reminder fortnightl... more
In this episode, Scott speaks with James Woodfall - a previous SJP Partner, coach, and co-author of The Heart of Finance - about the transformational role of emotional intelligence in financial advice. James draws from his experience as a former SJP ... more
In this deeply human conversation, Jeremy Askew and Suzan Issa from Town Close Financial Planning join us to share their heartfelt philosophy: "Serve, don’t sell." Together, they explore what it truly means to create value for clients, by listening d... more
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Apple Podcasts | #117 |  Australia/Business/Entrepreneurship |
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| Gender Skew | Location | Interests | |||
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| Professions | Age Range | Household Income | |||
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this podcast launched 9 months ago and published 11 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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