Updated: Jul 24
Fraser Jack, Head of Partnerships at Advice Intelligence and host of the Goals-based Advice podcast, joins the show. We chat about what goals-based advice is and the value of tracking ‘Goals under Management’ versus Assets under Management. We also discuss what aspects of the advice process deter consumers and what they’d like to see more of, and why advisors are often slow to add to their tech stack.
Fraser Jack is an ex-financial planner and ex-RegTech founder currently working for AdviceTech provider Advice Intelligence, and Host of Goals-based Advice (GBA) podcast.
With many years experience as an adviser, licensee, and technology consultant, understanding every pain point in the old world advice process, Fraser’s passion and purpose in life is to solve these industry problems and promote the new world of goals and values-based professional advice, because clients deserve it.
Advice Intelligence (a.i.), is the first real goals-based advice platform in financial advice, helping planners and clients focus on the ‘Goals Under Advice,’ the outcomes and tracking of the goals, not the FUM or AUM.