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 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/
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=au
- Follow Strategy First Financial Planning on Facebook: https://www.facebook.com/Strategy-First-Financial-Planning-363574657107577
- Follow Strategy First Financial Planning on YouTube: https://www.youtube.com/channel/UCwQGoZMHFMb0du_KvhUBtbg