Melo

The Effective Adviser

Education EN ↓ 29 episodes

Elo from Melo! The Effective Adviser is a podcast dedicated to finding ways to make the financial planning businesses more effective. Whether your starting, scaling or selling, we've got your back. We talk everything efficiency, training and coaching, recruitment and exit planning. THE podcast for everyone working in and around financial planning.

Author

Melo

Episodes

Self-checkouts in financial advice? 30.12.2022 10:50

Hello and welcome to The Effective Adviser podcast from Change Squared. In this episode we look at how the principles of using a self checkout in the financial advice process could lower your costs of factfinding by 99%. You can find the link to the M&G report "Family Wealth Unlocked" here: https://tinyurl.com/mrxcydvw . If you find this podcast interesting, please subscribe to ensure you get...

Festive Message 22.12.2022 2:35

Welcome to The Effective Adviser podcast. With Christmas only a few days away, we wanted to give you a quick festive message and a sneak preview of what's to come in 2023. Thank you for all your support. Merry Christmas and a happy New Year! To find out more about Change Squared, visit www.changesquared.com

Confirmation Bias 12.12.2022 11:44

Welcome to The Effective Adviser podcast! In this episode we explore Confirmation Bias and how it can adversely impact your decisions without you knowing. We also cover how to identify Confirmation Bias, provide some examples of how biases could be affecting your business and give some tools and techniques to overcome your own biases and make more rational decisions. For more information on Confir...

Welcome to the Podcast 09.12.2022 2:28

Hello and welcome to The Effective Adviser podcast! In this quick intro, we'll let you know what to expect from the show. Subscribe now to ensure you get every new episode as soon as it's released. Ben