Artwork

Conteúdo fornecido por Nigel Baker. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Nigel Baker ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Player FM - Aplicativo de podcast
Fique off-line com o app Player FM !

Scott Douglas' Insights & Experience as Financial Adviser | Episode #16

21:54
 
Compartilhar
 

Manage episode 332240912 series 3279785
Conteúdo fornecido por Nigel Baker. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Nigel Baker ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

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 Scott Douglas, Director and Wealth Specialist at IMFG. He shares his background story, how he persuades his clients to believe in the industry, his insights on dealing with problems and challenges in the market, and his thoughts on helping and managing smaller accounts.
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 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:

Connect with Scott:

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

  continue reading

52 episódios

Artwork
iconCompartilhar
 
Manage episode 332240912 series 3279785
Conteúdo fornecido por Nigel Baker. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Nigel Baker ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

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 Scott Douglas, Director and Wealth Specialist at IMFG. He shares his background story, how he persuades his clients to believe in the industry, his insights on dealing with problems and challenges in the market, and his thoughts on helping and managing smaller accounts.
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 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:

Connect with Scott:

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

  continue reading

52 episódios

Minden epizód

×
 
Loading …

Bem vindo ao Player FM!

O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.

 

Guia rápido de referências