Dean Lombardo's guest appearances

Dean Lombardo

Goals Based Advice Podcast

Pat Flynn

Alan Smith

Phil Anderson

Mina Guli

Tim Reid

Cara Williams

Duncan McPherson

Vanessa Bennett

Adam Fraser

Chris Carlin

Andrew Fisher

Adele Martin

Ben Marshan

Steve Crawford

Anthony Noud

OwlTail

Applying goals based advice to your business without a framework to follow can prove difficult. Knowing where to start, and how to build your goals based advice values is incredibly important. Like many things in life, often the best way to learn is to take lessons from those who have mastered it themselves.  In this episode, we speak to Dean Lombardo, who has recently written a book on just this. Dean is a financial advice business coach who is passionate about transforming traditional advice businesses to that of a future focused goals-based advice business. We discuss his new book, Benchmarking: A Blueprint for Success, and touch on topics such as coaching, cashflow, contingency plans, and measuring the value of your advice.  This episode is all about setting in place actionable steps towards building an advice offering that directly benefits the clients, by understanding their needs on a deeper level. Dean gives us a plethora of useful information to consider when redesigning your advice model, and even provides some fascinating insights into what goes into publishing a book! Resources: To reach out to Dean Lombardo, please contact him via his LinkedIn profile. To purchase a copy of Dean’s new book, Benchmarking: A Blueprint for Success, head to  Amazon. What You'll Learn From This Episode:  How to combine coaching and advising How to encourage short term changes for long term benefit  What constitutes true piece of mind for a client? How to incorporate cashflow planning into your business How to use cashflow in a behavioural context without focusing on the minute detail How to build contingency plans with clients that are reviewed regularly  How to provide clients with an executive summary of the advice provided How to measure the value of your advice to clients  What different options are available for self-publishing? How to break down your message into chapters when writing a book How to define your message when writing a book  About Our Guest: Dean Lombardo is an author and the owner and financial planning business coach at Effortless Engagement with 20+ years of experience in the industry. Dean works with advice businesses and institutions to help realise their purpose and build meaningful connections with their clients. Starting out as a paraplanner in Melbourne, Dean has a wealth of experience managing and leading financial planning businesses. He is known for his ability to visualise the long term goals of business planning while also focussing on the small, everyday value-adds that make for a strong adviser-client relationship. For more conversations with the thinkers and movers in the world of financial advice, go to  Goals-Based Advice Podcast. You can also access more episodes on  Apple Podcasts and Spotify. For updates, follow our Facebook page.  If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com. Thanks for tuning in!

Applying goals based advice to your business without a framework to follow can prove difficult. Knowing where to start, and how to build your goals based advice values is incredibly important. Like many things in life, often the best way to learn is to take lessons from those who have mastered it themselves.  In this episode, we speak to Dean Lombardo, who has recently written a book on just this. Dean is a financial advice business coach who is passionate about transforming traditional advice businesses to that of a future focused goals-based advice business. We discuss his new book, Benchmarking: A Blueprint for Success, and touch on topics such as coaching, cashflow, contingency plans, and measuring the value of your advice.  This episode is all about setting in place actionable steps towards building an advice offering that directly benefits the clients, by understanding their needs on a deeper level. Dean gives us a plethora of useful information to consider when redesigning your advice model, and even provides some fascinating insights into what goes into publishing a book! Resources: To reach out to Dean Lombardo, please contact him via his <a href="https://www.linkedin.com/in/dean-lombardo-02082b5b/" rel="nofollow" target="_blank">LinkedIn profile.</a> To purchase a copy of Dean’s new book, Benchmarking: A Blueprint for Success, head to <a href="https://www.amazon.com/Benchmarking-Blueprint-Success-Dean-Lombardo/dp/B08JHP9R5T" rel="nofollow" target="_blank"> Amazon</a>. What You'll Learn From This Episode: <ul> <li>How to combine coaching and advising</li> <li>How to encourage short term changes for long term benefit </li> <li>What constitutes true piece of mind for a client?</li> <li>How to incorporate cashflow planning into your business</li> <li>How to use cashflow in a behavioural context without focusing on the minute detail</li> <li>How to build contingency plans with clients that are reviewed regularly </li> <li>How to provide clients with an executive summary of the advice provided</li> <li>How to measure the value of your advice to clients </li> <li>What different options are available for self-publishing?</li> <li>How to break down your message into chapters when writing a book</li> <li>How to define your message when writing a book</li> </ul> About Our Guest: Dean Lombardo is an author and the owner and financial planning business coach at Effortless Engagement with 20+ years of experience in the industry. Dean works with advice businesses and institutions to help realise their purpose and build meaningful connections with their clients. Starting out as a paraplanner in Melbourne, Dean has a wealth of experience managing and leading financial planning businesses. He is known for his ability to visualise the long term goals of business planning while also focussing on the small, everyday value-adds that make for a strong adviser-client relationship. For more conversations with the thinkers and movers in the world of financial advice, go to <a href="https://www.adviceintelligence.com/gbapodcast" rel="nofollow" target="_blank"> Goals-Based Advice Podcast</a>. You can also access more episodes on <a href="https://podcasts.apple.com/au/podcast/the-goals-based-advice-podcast/id1436931275" rel="nofollow" target="_blank"> Apple Podcasts</a> and <a href="https://open.spotify.com/show/0InGUboYuJZCumBnw4pMr2" rel="nofollow" target="_blank">Spotify</a>. For updates, follow our <a href="https://www.facebook.com/goalsbasedadvice/" rel="nofollow" target="_blank">Facebook page</a>.  If you have more questions, don't forget to reach out to me on <a href="https://www.linkedin.com/in/adviceintelligence/" rel="nofollow" target="_blank">LinkedIn</a> and to send an email at jacqui@adviceintelligence.com. Thanks for tuning in!

How to design your advice model with Dean Lombardo

The goals-based advice movement is largely regarded as the future of advice, with more businesses embracing every year. However, as with many big changes in life, knowing where to start is often the largest hurdle to overcome. Going from a traditional advice practice to practice with new processes, priorities and expectations can be overwhelming. In this episode, we speak to Dean Lombardo, a financial advice business coach based in Melbourne to discuss how you can transform your business from a traditional practice to that of a future-focused goals-based advice business. We discuss how to introduce goals-based advice principles into client conversations, how to move from an adviser to a coach, and how to ensure your business is ‘transferable’ when it comes to business succession planning. This episode is all about overcoming the initial hesitations of embracing change and building confidence to run a successful and engaging advice business of the future. We get the opportunity to hear about a range of topics that will leave you inspired and ready to take the next big step in your practice.  Resources: To reach out to Dean Lombardo, please contact him via his LinkedIn profile.  What You'll Learn From This Episode:  How to start transferring your business to a goals-based advice business Understanding the transferability of client relationships for future business valuations Why shared business values are so important in succession planning How to maintain a relationship with clients who are working with a new adviser How to understand your client’s measure of success What it means to measure ‘emotional data’ How far ahead you should plan goals with clients How to take a long term plan and break it into short term measurable milestones Why new business processes should start with new clients How to coach your clients through the journey of self-discovery  How understanding your client’s personality types can impact your advice  About Our Guest: Dean Lombardo is the owner and financial planning business coach at Effortless Engagement with 20+ years of experience in the industry. Dean works with advice businesses and institutions to help realise their purpose and build meaningful connections with their clients. Starting as a paraplanner in Melbourne, Dean has a wealth of experience managing and leading financial planning businesses. He is known for his ability to visualise the long term goals of business planning while also focussing on the small, everyday value-adds that make for a strong adviser-client relationship. For more conversations with the thinkers and movers in the world of financial advice, go to  Goals-Based Advice Podcast. You can also access more episodes on  Apple Podcasts and Spotify. For updates, follow our Facebook page.  If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com   Thanks for tuning in!

The goals-based advice movement is largely regarded as the future of advice, with more businesses embracing every year. However, as with many big changes in life, knowing where to start is often the largest hurdle to overcome. Going from a traditional advice practice to practice with new processes, priorities and expectations can be overwhelming. In this episode, we speak to Dean Lombardo, a financial advice business coach based in Melbourne to discuss how you can transform your business from a traditional practice to that of a future-focused goals-based advice business. We discuss how to introduce goals-based advice principles into client conversations, how to move from an adviser to a coach, and how to ensure your business is ‘transferable’ when it comes to business succession planning. This episode is all about overcoming the initial hesitations of embracing change and building confidence to run a successful and engaging advice business of the future. We get the opportunity to hear about a range of topics that will leave you inspired and ready to take the next big step in your practice.  Resources: To reach out to Dean Lombardo, please contact him via his <a href="https://www.linkedin.com/in/dean-lombardo-02082b5b/" rel="nofollow" target="_blank">LinkedIn profile.</a>  What You'll Learn From This Episode: <ul> <li>How to start transferring your business to a goals-based advice business</li> <li>Understanding the transferability of client relationships for future business valuations</li> <li>Why shared business values are so important in succession planning</li> <li>How to maintain a relationship with clients who are working with a new adviser</li> <li>How to understand your client’s measure of success</li> <li>What it means to measure ‘emotional data’</li> <li>How far ahead you should plan goals with clients</li> <li>How to take a long term plan and break it into short term measurable milestones</li> <li>Why new business processes should start with new clients</li> <li>How to coach your clients through the journey of self-discovery </li> <li>How understanding your client’s personality types can impact your advice</li> </ul> About Our Guest: Dean Lombardo is the owner and financial planning business coach at Effortless Engagement with 20+ years of experience in the industry. Dean works with advice businesses and institutions to help realise their purpose and build meaningful connections with their clients. Starting as a paraplanner in Melbourne, Dean has a wealth of experience managing and leading financial planning businesses. He is known for his ability to visualise the long term goals of business planning while also focussing on the small, everyday value-adds that make for a strong adviser-client relationship. For more conversations with the thinkers and movers in the world of financial advice, go to <a href="https://www.adviceintelligence.com/gbapodcast" rel="nofollow" target="_blank"> Goals-Based Advice Podcast</a>. You can also access more episodes on <a href="https://podcasts.apple.com/au/podcast/the-goals-based-advice-podcast/id1436931275" rel="nofollow" target="_blank"> Apple Podcasts</a> and <a href="https://open.spotify.com/show/0InGUboYuJZCumBnw4pMr2" rel="nofollow" target="_blank">Spotify</a>. For updates, follow our <a href="https://www.facebook.com/goalsbasedadvice/" rel="nofollow" target="_blank">Facebook page</a>.  If you have more questions, don't forget to reach out to me on <a href="https://www.linkedin.com/in/adviceintelligence/" rel="nofollow" target="_blank">LinkedIn</a> and to send an email at jacqui@adviceintelligence.com   Thanks for tuning in!

How to transition to Goals-Based Advice in your existing business with Dean Lombardo