Becoming A Financial Adviser - Part Two: The SOFT Stuff
The Meaningful Money Personal Finance Podcast · Pete Matthew - Meaningful Money
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Show Notes
This week we finish off our two-parter on how to become a financial adviser. In this session, we cover the 'softer' part of the job, the human side which is arguably MUCH more important than the hard numbers…
Shownotes: https://meaningfulmoney.tv/session607
02:18 - Why Financial Planning Is Not About Money
05:30 - Planning vs Product
14:38 - The Core Human Skills of Great Advisers
25:50 - Behavioural Coaching (The Real Job)
33:15 - Judgement, Responsibility, and Pressure
38:31 - Ethics and Integrity in the Real World
47:57 - Who Thrives on the SOFT Side
50:05 - Bringing the Hard and Soft Together