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Evidence-Based Vs Active Management: Discussing the Best Approach for Clients | Episode 06
Manage episode 322711804 series 3279785
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 Host
Nigel 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/
Thanks for listening, we would love your feedback and please hit like and subscribe
Want more content on super, visit scientiam.com.au
You can also attend our weekly zoom classes on all things super - simply register on our website
--- Send in a voice message: https://podcasters.spotify.com/pod/show/nigel-baker6/message
52 episódios
Manage episode 322711804 series 3279785
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 Host
Nigel 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/
Thanks for listening, we would love your feedback and please hit like and subscribe
Want more content on super, visit scientiam.com.au
You can also attend our weekly zoom classes on all things super - simply register on our website
--- Send in a voice message: https://podcasters.spotify.com/pod/show/nigel-baker6/message
52 episódios
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