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John Hazell's Insights & Experience as a Financial Expert | Episode #21
Manage episode 342197740 series 3279785
Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being.
In today's episode, we speak with John Hazell, Managing Director and Principal Partner at Richmond Partners. He shares his background story, how he utilises technology to enhance the client experience, and some key issues in the industry today. He also talks about the major challenges people have regarding financial advice and what John would change in the financial sector.
So, make sure to tune in to this episode of The Future Financial Adviser Podcast!
If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform.
Episode Timestamps:
00:00 - Intro
02:34 - John's Background and How He Got into the Industry
05:33 - Key Issues in the Industry Today
09:53 - The Idea of Good Advice
11:17 - How John Utilises Technology to Enhance the Client Experience
14:14 - The Industry's Struggle to Compile All of the Data
17:15 - Looking Ahead in the Field and Making a Difference
19:33 - The Best Way to Get Good Advice
20:57 - What Should Be Changed in the Industry?
22:22 - Outro
About Our Host:
Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people.
Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice.
In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam.
Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully.
Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.
Connect with Nigel:
Visit the Scientiam website: https://scientiam.com.au/
Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662
Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment
Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam
Follow Scientiam on Instagram: https://www.instagram.com/scientiam/
Thanks for listening, we would love your feedback and please hit like and subscribe
Want more content on super, visit scientiam.com.au
You can also attend our weekly zoom classes on all things super - simply register on our website
65 епізодів
John Hazell's Insights & Experience as a Financial Expert | Episode #21
Money Never $leeps - A new podcast by Nigel Baker founder of Scientiam
Manage episode 342197740 series 3279785
Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being.
In today's episode, we speak with John Hazell, Managing Director and Principal Partner at Richmond Partners. He shares his background story, how he utilises technology to enhance the client experience, and some key issues in the industry today. He also talks about the major challenges people have regarding financial advice and what John would change in the financial sector.
So, make sure to tune in to this episode of The Future Financial Adviser Podcast!
If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform.
Episode Timestamps:
00:00 - Intro
02:34 - John's Background and How He Got into the Industry
05:33 - Key Issues in the Industry Today
09:53 - The Idea of Good Advice
11:17 - How John Utilises Technology to Enhance the Client Experience
14:14 - The Industry's Struggle to Compile All of the Data
17:15 - Looking Ahead in the Field and Making a Difference
19:33 - The Best Way to Get Good Advice
20:57 - What Should Be Changed in the Industry?
22:22 - Outro
About Our Host:
Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people.
Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice.
In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam.
Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully.
Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.
Connect with Nigel:
Visit the Scientiam website: https://scientiam.com.au/
Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662
Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment
Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam
Follow Scientiam on Instagram: https://www.instagram.com/scientiam/
Thanks for listening, we would love your feedback and please hit like and subscribe
Want more content on super, visit scientiam.com.au
You can also attend our weekly zoom classes on all things super - simply register on our website
65 епізодів
Усі епізоди
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