

Financial Planning Revolution: Inside Domain Money with Joanne Bradford
Apr 29, 2025
Joanne Bradford, the Chief Money Officer at Domain Money, shares her impressive journey from the advertising world to finance. She discusses why individuals aged 35-45 urgently need comprehensive financial plans and how technology is reshaping financial advice. The conversation highlights the shocking reality of unmanaged finances and offers actionable strategies for personal empowerment. Bradford emphasizes the importance of personalized financial planning and adapting strategies to meet diverse client needs in a rapidly evolving digital landscape.
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Morgan Stanley Advisor Disappointment
- Joanne experienced inadequate service from her Morgan Stanley advisor during key financial events.
- She switched to Baker Street after finding better attention and respect for her needs and agency over her money.
The One-Page Financial Plan
- Many people aged 35-45 lack comprehensive financial plans despite having assets and complex goals.
- A simple one-page plan reviewing goals, spending, and investments can empower people with clear actionable steps.
Leverage Domain Technology For Clients
- Financial advisors can use Domain Money's planning technology to efficiently serve clients below typical AUM minimums.
- Providing professional, simplified planning reveals real spending gaps and idle cash for better financial decisions.