A question we’ve been asking often is how do we make Financial Advice irresistible? We know the value that comes from having a great Adviser in your corner – so how are we articulating this as an industry to everyday Australians?
Vanessa Stoykov from Evolution Media is doing just this by blending her love for storytelling with a desire to educate people on the power of sound Financial Advice, and it’s making an impact.
Her debut novel ‘The Breakfast Club for 40-somethings’ and latest TV series ‘The Secrets of the Money Masters’ are just two items in her toolbox of strategies designed to highlight how important Financial Advice is and ultimately encourage more people to engage a great adviser.
6:35 – Believing in the power of Advice
6:50 –The Secrets of the Money Masters
15:40 – Is the face-to-face business model dead?
17:50 – Unintended consequences of the Royal Commission
28:05 – Financial coaches and charging retainers
Vanessa Stoykov - https://vanessastoykov.com
Vanessa Stoykov LinkedIn - https://www.linkedin.com/in/vanessa-stoykov-a9b1741/
The Breakfast Club for 40-Somethings - https://vanessastoykov.com/book/
Evolution Media - https://www.evolutionmediagroup.com.au/
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.