What do I look for in an adviser

Looking after a financial planning business is as frightening as it is cool. Our business environment is super regulated and complex and the impact we have on our clients through our services is far reaching.

I get crazy passionate when I tell my kids what I do for a living, because my team makes a tangible difference in the lives of our clients every day. We help people make sense of their financial stuff… we help them plan better, prepare better and overcome better. Because “life happens” to us all at some stage.

So having the right people on our team becomes critical.

We’ve recently invited some additional advisers to join our team so we can serve our clients better. It’s been great fun meeting advisers keen to join our team and making a call about who we invite in has been challenging but insightful too.

The process has really honed my thinking about what we do, why we do it and how we can best serve our clients. And made me realise: what I look for in an adviser as the leader of this business is the same as what I look for in an adviser as a client.

Warmth

I’m sorry, but life is deeply personal and the stakes are huge. In fact, they’re everything! I want someone who “gets me”, who seeks to understand first… someone who can empathise with me about me and my life.

Cleverness

So I’m not an expert in everything and I don’t know what I don’t know. So when it comes to taking care of me and my family, I need someone who knows stuff, can demonstrate value to me (because I’m paying, man!) and can get the job done.

Honesty

I guess if I feel a genuine connection and become convinced they’re smart enough to help me, the trust comes naturally. This one is tough because someone can’t just say, “I’m honest!” to convince me. I must see it demonstrated incrementally over time.

I’m so excited about what the future holds for us as a business because of the team we’ve put in place and what that will mean for our clients!
If you don’t have an adviser or need a new one, take a look at our team. Reach out and let them become Your Team to help you get your stuff sorted! It’s what we’re obsessed with.

Disclaimer and General Advice Warning:

xseedwealth pty ltd. (ABN 56 126 371 346) is a corporate authorised representative 466622 of Alliance Wealth Pty Ltd (AFSL 449221 I ABN 93 161 647 007) and Professional Investment Services Pty Ltd (AFSL 234951 | ABN 11 074 608 558)
The information provided in this communication has been prepared as general advice only and has been issued by Centrepoint Alliance Ltd and Alliance Wealth Pty Ltd (AFSL 449221) and Professional Investment Services Pty Ltd (AFSL 234951). It is based on our understanding of current regulatory requirements and laws as at the date of publication. As these laws are subject to change you should talk to a professional financial adviser for the most up to date information.
We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice and seek the assistance of a financial adviser before acting on any advice contained in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Centrepoint Alliance Ltd nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.