Industry Experts

PP 040: Baz Gardner – Social business for financial advisers

Baz Gardner, from the Social Adviser, is an ex-financial adviser, who now teaches advisers about social business – beyond just simply how to use social media.

He talks a lot about passion and purpose, and says there are just a few things you need to know to get started with social selling:

  1. Who you are
  2. What you care about
  3. What you believe in
  4. Why you do what you do
  5. What your purpose is

Note: This episode was recorded in May 2014.

Listen and learn

In this episode, we chat about:

  • Baz’s experience as an adviser, and how he used an old school online bulletin board for the Queensland Lotus and Ferrari club, to attract clients that had similar interests to him. 
  • The difference between pitching and building relationships based on giving value.
  • An example of how to automate contacting a client when they turn 55, to talk about transition to retirement.

PP 032: INDUSTRY EXPERTS – Alisdair Barr – Hiring grads and keeping staff engaged and happy

Alisdair Barr

Today we’re joined by Alisdair Barr from GradMentor.

GradMentor is a business that helps place university graduates into paid mentorship programs in financial planning businesses around Australia.

Alisdair goes out to universities around the country, talks to students about financial planning as a career path, and helps match suitable grads with financial planning firms through a process that includes a speed dating style event.

While Alisdair’s business focuses solely on graduates for the financial planning profession, there’s a heap of things in this episode that apply to employees in general. It is well worth a listen.

Listen and learn

In this episode, we talk about:

  • What traits to look for when hiring grads
  • Some of the areas GradMentor skills up students – including presentation skills, behavioural interview training, and CVs
  • What employers can do to keep employees happy, motivated and productive – and ultimately sticking around longer (hint: it's not brain surgery, but so few employers do it)
Quote: Alisdair Barr from GradMentor

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PP 014: Tony Vidler – Digital marketing and client value propositions

Tony Vidler

Today we're joined by Tony Vidler who is based in Auckland and runs his own financial adviser coaching business called Strictly Business.

Prior to starting his coaching business, Tony was in the navy, an insurance sales manager, financial adviser, Chairman of the Board of the Institute of Financial Advisers in NZ and a professional development manager.

He’s got a huge breadth of skills that wrap up into his current work as a coach, speaker, writer, and an avid user of social media. He also runs a killer blog aimed solely at financial advisers.

Listen and learn

In this episode, we talk about:

  • Tony’s digital marketing strategy, including his website, blog, video and social media
  • Tips for crafting an awesome client value proposition
  • Some of the mistakes Tony sees advisers making, time and time again
In professional services, your personal brand is everything

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PP 009: Jim Stackpool – Value, pricing and the changing advice model

Jim Stackpool

Today I chat with Jim Stackpool, who provides consulting and training that helps advisers build profitable, productive and valuable practices.

Listen and learn

In this episode you'll discover:

  • The importance of demonstrating value
  • Jim's view about pricing and commissions
  • How consumer sentiment is demanding advisers change the traditional product focused view of advice
  • Examples of advisers that are practicing the new advice model and reaping the rewards
  • Jim's long-term view for changing the advice business for the better
The question is, what do people value?