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S6E5 Real Intergenerational Advice with Robert Rich
Manage episode 497628931 series 3591847
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This week's episode is all about the conversations advisers are having - or should be having - with their clients about their truly long-term questions.
Robert Rich of Unite Wealth joins Nathan and Jordan to discuss:
- The challenges he's found in exploring client views on inheritance, bequests, wealth and support for their kids
- The way he's structured his process to draw out a person's real financial priorities and values
- The impact his background in marketing has had on the (rapid) growth of his business, Unite Wealth.
A favourite part comes at the end when he distinguishes the professional financial advisers out there with the historical approach of inherent people pleasing instincts.
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Robert:
Robert and Unite Wealth are authorised representatives of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 Australian Financial Services License 229 892.
Nathan:
Jordan:
LinkedIn:
Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
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