Powered by MOMENTUM MEDIA
  • subs-bellGet the latest news! Subscribe to the ifa bulletin

Why raising awareness of advice is crucial to ensuring widespread access

Why raising awareness of advice is crucial to ensuring widespread access

On this week’s podcast, we’re joined by Adele Martin, founder of My Money Buddy and the Savings Squad podcast.

Adele sits down with host Maja Garaca Djurdjevic to discuss the importance of raising awareness on how financial advice can better our lives and why it's fundamental to our wellbeing.

Adele explains why advice should be a service that everyone has access to.

“I remember a client that I worked with once, he was quite stressed about money; he was having his second baby, he was on some medication for his anxiety. Once we got his finances sorted — got them out of the credit card debt — he stopped taking his own anxiety medication and he contributed that to getting his finances sorted,” Adele shares.

She also talks about the power of social media and how advisers can expand their reach considerably using a few simple techniques.

The conversation also turns to the all-important Quality of Advice Review, as Adele shares how she feels about some of the more talked-about recommendations.

  

==
==