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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical importance of understanding clients' personal relationships with money beyond traditional risk profiling, and the need for personalised, empathetic approaches that build trust and help clients gain deeper insights into their financial behaviors and motivations.
John Stallman LinkedIn: https://www.linkedin.com/in/john-stallman-390834aa/ PlanningIQ Website: https://planningiq.com.au/
Financial decisions aren't just about numbers. They're about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312
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1118 episodes
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