• The Pain Points in Financial Planning

  • Oct 20 2021
  • Length: 15 mins
  • Podcast

The Pain Points in Financial Planning

  • Summary

  • On The Up Curve is the podcast that dives into the backstories, lessons and pivotal moments of 6 & 7 figure turnover business owners, entrepreneurs and media influencers.  

    Hosted by innovative and forward thinking financial experts Gareth Shears and Shane Hyland this show is designed to study the habits and traits of successful high achievers who disrupt their industries and sectors. 

    In this episode of the show your hosts Shane Hyland and Gareth Shears talk about some pain points as financial advisors. The sad truth is not all financial advisors have the best interests of their clients in mind, and some may be more concerned with their ego or income than your well-being. Financial advisors are not just insurance salespeople. A good financial advisor can add tons of value to your financial well-being and can enhance your quality of life.  

    In this episode Gareth and Shane share: 

    • Common client pain point when creating a financial plan
    • Signs that you are working with a wrong advisor
    • How to add value in your profession as advisor
    • Best investment options available 

    Having worked with hundreds of clients, On The Up Curve is a podcast that dives into business plans, goals, financial tactics and life hacks of successful, entrepreneurial creators and thought leading influencers. 

    The motivation for this show is to highlight that No journey is ever straightforward, and every plan needs to be adjusted. This is a podcast designed to help listeners remember to live for today but plan for tomorrow, as life is not a rehearsal. 

    For further information on the subjects covered today or to reach out to your hosts Gareth and Shane head to https://www.sanfp.co.uk/

    Show More Show Less

What listeners say about The Pain Points in Financial Planning

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.