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Ep. 4: The Mindset Shift Advisers Need to Scale Impact

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Manage episode 483963968 series 3279785
Content provided by Nigel Baker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nigel Baker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, host Nigel Baker is joined by psychologist and industry expert Dr Katherine Hunt to unpack the mindset barriers holding advisers back — and what it really takes to build the advice practices of the future.

They explore the difference between advisers stuck solving yesterday’s problems and those with a bold vision to help thousands. From aligning your goals with your values tochallenging the industry’s "100-client" mindset, this episode is a powerful call to think bigger.

🔍 Topics covered:

  • Why mindset matters more than tech
  • Aligning your business model with your values
  • Scaling advice without losing the human touch
  • How tech like Scientiam helps expand your reach
  • Shifting from lifestyle practice to impact-driven firm

Whether you're an adviser, business owner, or just someone thinking about the future of financial advice — this one's for you.

  continue reading

70 episodes

Artwork
iconShare
 
Manage episode 483963968 series 3279785
Content provided by Nigel Baker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nigel Baker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, host Nigel Baker is joined by psychologist and industry expert Dr Katherine Hunt to unpack the mindset barriers holding advisers back — and what it really takes to build the advice practices of the future.

They explore the difference between advisers stuck solving yesterday’s problems and those with a bold vision to help thousands. From aligning your goals with your values tochallenging the industry’s "100-client" mindset, this episode is a powerful call to think bigger.

🔍 Topics covered:

  • Why mindset matters more than tech
  • Aligning your business model with your values
  • Scaling advice without losing the human touch
  • How tech like Scientiam helps expand your reach
  • Shifting from lifestyle practice to impact-driven firm

Whether you're an adviser, business owner, or just someone thinking about the future of financial advice — this one's for you.

  continue reading

70 episodes

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