Josh and Nic's Insights and Experiences As New Financial Advisers | Episode #25

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show 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, Josh and Nic share their insights on being financial advisers for over two and a half years. They also share their experiences on how they helped their clients during and after the pandemic, how their clients survive in today's market, how they keep their investment philosophy in check, and more.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.Episode Timestamps:00:00 - Intro03:18 - Looking Back at Industry Experience This Year05:23 - Pre-Meeting Thoughts and Experience07:09 - How Clients Survived Today's Market09:12 - Clients' Successes and Failures11:55 - What Advisors Failed to Notice13:58 - Investment Philosophy17:31 - Final Messages19:30 - OutroAbout Our HostNigel 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: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 subscribeWant 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