Marc Bineham

speaker

467 appearances 1 recordings 1 series first heard Aug 2022 last heard Aug 2022

Marc Bineham’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · Pathways to financial advice, inheritances & the sandwich generation · 24 Aug 2022 podcast

Uh,

And just from a financial point of view, I can help you with those.

So I think, yeah, meeting two or three is also worthwhile, but actually making sure that what that advisor provides or what the typical type of client they look after is

is you.

And you will find that.

And usually, actually, the way I usually do find in anything in life is that I do ask my friends and say, do you have someone that you're really happy with?

And I'd like to go see them as well.

And so a word of mouth is still great in this profession.

Yeah, and I do know, and it's definitely part of my role when I was with the AFA was to mentor a lot of and talk to a lot of advisors, especially new advisors.

And it's...

If you're in a profession, it doesn't matter what profession you're in, it's sometimes you can fall into the trap of using jargon.

And it's sometimes, there's so many acronyms in our industry.

And you even say, oh, the GFC.

And some people say, well, what was the GFC?

Okay, for us, the global financial crisis was a huge deal.

So people would just say GFC.

Well, no, why should I assume that that person knows what the GFC is?

But unfortunately, some advisors do fall into that trap.

So I think that's when, you know, just chatting to the advisor, seeing if there's a comfort level.

But if they're trying to say, for a start, as I said, they should be asking about you, what's your goals, what's your, so they can help.

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