The goals-based advice movement is largely regarded as the future of advice, with more businesses embracing every year. However, as with many big changes in life, knowing where to start is often the largest hurdle to overcome. Going from a traditional advice practice to practice with new processes, priorities and expectations can be overwhelming.
In this episode, we speak to Dean Lombardo, a financial advice business coach based in Melbourne to discuss how you can transform your business from a traditional practice to that of a future-focused goals-based advice business. We discuss how to introduce goals-based advice principles into client conversations, how to move from an adviser to a coach, and how to ensure your business is ‘transferable’ when it comes to business succession planning.
This episode is all about overcoming the initial hesitations of embracing change and building confidence to run a successful and engaging advice business of the future. We get the opportunity to hear about a range of topics that will leave you inspired and ready to take the next big step in your practice.
To reach out to Dean Lombardo, please contact him via his LinkedIn profile.
Dean Lombardo is the owner and financial planning business coach at Effortless Engagement with 20+ years of experience in the industry. Dean works with advice businesses and institutions to help realise their purpose and build meaningful connections with their clients. Starting as a paraplanner in Melbourne, Dean has a wealth of experience managing and leading financial planning businesses. He is known for his ability to visualise the long term goals of business planning while also focussing on the small, everyday value-adds that make for a strong adviser-client relationship.
For more conversations with the thinkers and movers in the world of financial advice, go to Goals-Based Advice Podcast. You can also access more episodes on Apple Podcasts and Spotify. For updates, follow our Facebook page.
If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at firstname.lastname@example.org
Thanks for tuning in!