Welcome to The Future Financial Adviser, where 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 Keith Abraham, a world-renowned motivational speaker and leadership coach. He shares with us his background story, how he pivoted and changed his strategy for his business as COVID hit, and his key insights about the financial advisory industry and what needs to change.He also shared some tools, techniques, and tips that might help financial advisers get clear on their goals and develop their talent so they can be prepared for what's next and what's beyond.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.About Our HostNigel 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/ Connect with Keith:Visit Keith's website: https://keithabraham.com/ Follow Keith on Linkedin: https://www.linkedin.com/in/keithabraham/ Follow Keith on Facebook: https://www.facebook.com/KeithAbrahamCSP/ Follow Keith on Instagram: https://www.instagram.com/keithabrahamcsp/ Subscribe to Keith's YT Channel: https://www.youtube.com/c/KeithAbraham/ 

Welcome to The Future Financial Adviser, where 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 Jim Stackpool, Founder of Certainty Advice Group. He shares with us his background story, the key themes he observes in the advisory industry, and his insights on how the current advisers are shaping their businesses for the future. He also talks about Certainty Advice Group in-depth and shares his goals and missions for its future. 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.About Our HostNigel 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/ Connect with Jim:Follow Jim on LinkedIn: https://www.linkedin.com/in/jimstackpool/Follow Jim on Twitter: https://twitter.com/jstackpool Visit Certainty Advice Group website: https://certaintyadvicegroup.com/ Follow Certainty Advice Group on Facebook: https://web.facebook.com/certaintyadvicegroup/ Follow Certainty Advice Group on Linkedin: https://www.linkedin.com/company/certainty-advice-group/Follow Certainty Advice Group on Instagram: https://www.instagram.com/certaintyadvicegroup/  

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being.In this episode, we talk about the increased interest rate from 0.1% to 0.35% made by the Reserve Bank and how it affects businesses, retirees, people with expenses and debts, and our overall clients in the advisory space. So, make sure to tune in to this episode of The Future Financial Adviser Podcast!If you’re ready to modernise your 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.About Our HostNigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engage 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/ 

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being.In this episode, Dr Steve Garth and I conduct a quarterly market review for the first quarter of 2022.This quarter has been eventful with interest rates on the rise, inflation increasing and the war in Ukraine all having an impact on markets. We provide a summary on how these have influenced the performance of equities and bonds both in the Australian market and globally. So, make sure to tune in to this episode of The Future Financial Adviser Podcast!If you’re ready to modernise your 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.About Our HostNigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engage 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/ Connect with Dr Steve Garth:Follow Dr Steve Garth on LinkedIn: https://au.linkedin.com/in/dr-steve-garth-5619267  Visit Principia Investment Consultants: https://www.principiaic.com.au/ 

Welcome to The Future Financial Adviser, where 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 this episode, we speak with Evan Metcalf, Head of Product at ETF Securities Australia. He shares with us his experience working in the market, insights on key themes in the ETF space, his thoughts on advisers using ETFS in their advisory practices and a whole lot more.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.About Our HostNigel 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/ Connect with Evan:Follow Evan on LinkedIn: https://www.linkedin.com/in/evan-metcalf-8963552/ Visit ETF Securities AU website: https://www.etfsecurities.com.au/ Follow ETF Securities AU on Linkedin: https://www.linkedin.com/company/etfsecuritiesau Follow ETF Securities AU on Facebook: https://www.facebook.com/ETF-Securities-2157329004539989/ Follow ETF Securities AU on Twitter: https://twitter.com/ETFSecuritiesAU 

Welcome to The Future Financial Adviser, where 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 this episode, we speak with Patrick Anwandter, Managing Director of Strategy First Financial Planning. He's been ranked as one of the top 50 financial advisors in Australia by Barron's and he is a finalist at the IFA Excellence Awards. He has also been ranked in the top 50 of the AFR Smart Investor Magazine Masterclass for seven years.Not only does he share his background story on how he got started in the advice industry, but he also shares insights on managing portfolios, establishing client trusts, using technology to improve your services, and many more.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.About Our HostNigel 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/ Connect with Patrick:Visit the Strategy First Financial Planning website: https://www.strategyfirst.com.au/Follow Patrick on LinkedIn: https://www.linkedin.com/in/patrick-anwandter-8bb52839/?originalSubdomain=auFollow Strategy First Financial Planning on Facebook: https://www.facebook.com/Strategy-First-Financial-Planning-363574657107577Follow Strategy First Financial Planning on YouTube: https://www.youtube.com/channel/UCwQGoZMHFMb0du_KvhUBtbg

Welcome to The Future Financial Adviser, where 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 this episode, we speak with Edwina Ogilvie, Director of Ogilvie Talent - a specialist Family Office recruitment consultancy.She shares great ideas on how you can attract potential candidates in a talent short market, how you can better use technology for recruitment, and how you can effectively retain your employees.Not only that but she also provides excellent examples of great work cultures in the Australian market and the key factors businesses should be focusing on.I personally get a lot of great tips from this interview with Edwina and I’m pretty sure you will too! 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.About Our HostNigel Baker is the founder of Scientiam, an online investing platform designed to help advisers engage with more clients to reach their goals. Nigel has over three 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 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/ 

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being.The financial industry is constantly dealing with new compliance and regulations, but what does this mean for you as an adviser?In today's episode, we talk about how you can keep up with compliance and regulations and still provide excellent service for your clients.We all know that compliance and regulations have forced a lot of advisers out in the industry and it caused a lot of stress and grief but there are some solutions to these issues.If you want to learn more about some good practices you can do as a financial adviser and make the financial industry better, tune in to Episode 7 of The Future Financial Adviser Podcast!If you’re ready to modernise your 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.About Our HostNigel Baker is the founder of Scientiam, an online investing platform designed to help advisers engage with more clients to reach their goals. Nigel has over three 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 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/ 

Welcome to The Future Financial Adviser, where 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 this episode, we speak with Michael Rees-Evans who has over 20 years of experience in the financial industry. This interview will give you great insights, especially his thoughts on the ups and downs of the financial world. He also shares how you can build trusting relationships and provide a great experience with your clients using technology and excellent service. Michael has been in the industry long enough to know what he's talking about so if you want to learn more from him, tune in to Episode 7 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 favorite listening platform.About Our HostNigel Baker is the founder of Scientiam, an online investing platform designed to help advisers engage with more clients to reach their goals. Nigel has over three 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 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/ 

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being.In this episode, we talk about some strategies on how we can help our clients get the best possible investment outcomes.As financial advisers, one of our jobs is to take a hard look at the evidence and the data so that we can do what's best for our clients.Is there a higher probability to reach their outcomes using active funds or is there a higher probability to reach their outcomes using a lower-cost evidence-based approach?Interested to learn more about evidence-based versus an active management investment approach for your clients? Tune in to Episode 6 of The Future Financial Adviser Podcast to find out more!If you’re ready to modernise your 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.About Our HostNigel Baker is the founder of Scientiam, an online investing platform designed to help advisers engage with more clients to reach their goals. Nigel has over three 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 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/