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Ep. 4: The Mindset Shift Advisers Need to Scale Impact
Manage episode 483963968 series 3279785
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.
70 episodes
Manage episode 483963968 series 3279785
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.
70 episodes
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