money money money 750 adviser red flags, finfluencers, financial advice as a career + what would you do with $20k
Dec 9, 2024
Nicole Gardner, known as TheRealMoneyMama on TikTok, brings her engaging insights on financial advice, joined by aspiring advisor Hannah Elliot and seasoned pro Bec Pritchard. They discuss the crucial red flags to watch for when hiring an advisor and the importance of personal relationships in finance. The trio emphasizes the impact of social media in the industry and reflect on their rewarding experiences. They also tackle how to think strategically about a $20,000 investment and share some light-hearted holiday gifting stories that challenge consumerism.
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Financial Advice Gap
- Australia faces a significant financial advice gap, with high demand and a dwindling advisor pool.
- Over 1.2 million Australians seek advice, but only around 15,000 advisors remain.
Podcast Introductions
- Glen James introduces Nicole Gardner, known as TheRealMoneyMama on social media, and Hannah Elliott.
- He explains how he met Hannah while searching for a financial advice student to aid in research.
Hannah's Journey
- Hannah Elliott discusses her journey into financial advice.
- The government plans to officially recognize financial advisor/planner and paraplanner as designated careers.
