Скачать или смотреть Building a Modern Advice Practice - Owen Raszkiewicz

AI and digital media are reshaping financial advice. Advisors now need to offer transparency, harness technology, and engage with clients in new ways or risk losing out on a new generation of clients.

In this episode, we speak with Owen Raszkiewicz, founder of the Rask Group, who is leveraging these shifts to build a practice that leans into the future of financial advice. It’s a practical look at how to adapt and thrive in a changing industry.

We cover:

• Why advice firms need to rethink scale and transparency to meet growing demand.
• How fixed-fee, once-off advice is resonating with the next generation of clients.
• Building trust and client acquisition through content marketing.
• Using new tech to streamline file notes, and advice delivery.
• The role of personal branding in standing out and building long-term client trust.

00:00 The Sacred Duty of Advice
01:00 From Media Roots to Advice Business
05:00 Scaling Advice Beyond Traditional Models
09:40 Owning the Audience & Building Trust
12:20 Fixed Fees, ETFs, and Investor Shifts
16:00 Rapid Growth and Unexpected Challenges
19:10 Tools, Tech, and Rethinking Accessibility
21:10 AI, DIY Clients, and Self-Serve Models
28:00 Can AI Replace Financial Planners?
30:20 Content, Branding, and Client Trust
34:30 Best Formats: Podcasts, Emails & More
39:20 The Future of Advice in Australia

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CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. https://equitymates.com/episode/build...

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This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

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