Delivering Advice Differently #3 - Ensombl Advice Austral...

What this episode covers

In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is part of something bigger, in Adult Learning Styles, and how to encourage your clients to lean in and engage in the decisions you make together. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/ Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/ Geoff Ivanac Financial Planner at Real Life Financial Planning Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/ Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

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Frequently Asked Questions

How long is this episode of Ensombl Advice Australia?

This episode is 39 minutes long.

When was this Ensombl Advice Australia episode published?

This episode was published on March 29, 2022.

What is this episode about?

In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is part of something bigger, in Adult Learning Styles, and how to encourage your clients to lean in and engage in the decisions you make...

Can I download this Ensombl Advice Australia episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.