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After months of being on a dialler system making hundreds of calls a day to unsuspecting banking customers under the guise of providing them with much needed advice around their insurance needs, I realized that something was wrong. There was something fundamentally flawed with the approach we were told to take, the culture and environment that celebrated when someone was able to close a sale and the predatory behaviour that surrounded me. I wish I could say this was an isolated event, but unfortunately it wasn’t…
Over the course of the following decade I worked my way through numerous financial services and advice businesses, ranging from big banks, independent and non-aligned firms looking for what I understood was the essence of what a professional adviser should do. In the majority of these cases, what I hoped to find was nowhere to be seen.
This is a common theme for many so called ‘financial advisers’ today who have cut their teeth in an industry built on sales and product pushing, instead of conducting themselves as a respected professional. This is the root cause of the problem Australian’s have been facing when it comes to seeking financial advice and I put it down to a few items below;
For all of the reasons stated above, we created Aureus Financial to try and set the gold standard for how clients get access to wealth education and coaching. It is my mission to revolutionize this industry and help more people get access to the right advice when they need it most. With less than 15% of the population actively seeking advice and with scandals like the Royal Commission further tarnishing the industry, I am proud to have binned the term ‘financial adviser’ and look to start fresh with the term ‘wealth coach’ that can be a term that clients can trust.
If you are a client looking to ensure you protect yourself against the risks of predatory advice or want to ensure you work towards what you define as financial freedom, please feel free to reach out to me and I will give you a FREE copy of my book that will give you a checklist that helps you find the right guide.
If you are a ‘financial adviser’ and you want to set the standard for what a professional adviser should be, forget all of the rubbish you learned from your peers, create a framework that allows you to play an active role in helping your clients achieve financial freedom and stop selling rubbish your clients don’t need under the guise of tailored advice!
Thanks for reading,
Jackson | The Wealth Mentor