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Why advisers need to look beyond investment returns with Thabojan Rasiah

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Manage episode 501288717 series 2512387
Content provided by The ifa Show and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The ifa Show and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In the latest episode of The ifa Show, Rasiah Private Wealth founder and principal adviser Thabojan Rasiah joins host Keith Ford to discuss why the self-confessed “investment geek” believes maximising returns shouldn’t be the sole objective of financial advice.

Rasiah explains that while investing wisely is crucial, an overly narrow focus on investments can lead to neglecting other crucial aspects of financial advice and potentially overshadow a client’s broader life goals.

Tune in to hear:

  • Why looking beyond just returns can ensure that other outcomes important to your clients are sufficiently addressed.
  • How to benchmark and measure the success of goals that aren’t focused on percentage-based performance.
  • The role of thoughtful questioning in helping clients articulate their true goals.
  • Why making advice accessible to a wider audience is a pressing issue for the profession.
  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 501288717 series 2512387
Content provided by The ifa Show and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The ifa Show and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In the latest episode of The ifa Show, Rasiah Private Wealth founder and principal adviser Thabojan Rasiah joins host Keith Ford to discuss why the self-confessed “investment geek” believes maximising returns shouldn’t be the sole objective of financial advice.

Rasiah explains that while investing wisely is crucial, an overly narrow focus on investments can lead to neglecting other crucial aspects of financial advice and potentially overshadow a client’s broader life goals.

Tune in to hear:

  • Why looking beyond just returns can ensure that other outcomes important to your clients are sufficiently addressed.
  • How to benchmark and measure the success of goals that aren’t focused on percentage-based performance.
  • The role of thoughtful questioning in helping clients articulate their true goals.
  • Why making advice accessible to a wider audience is a pressing issue for the profession.
  continue reading

300 episodes

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