Azaria Bell's guest appearances

Azaria Bell

Goals Based Advice Podcast

Ensombl Advice Australia

When It's Falling Apart Podcast

Hayley Knight

James Wrigley

Stephen Glenfield

Shannah Kennedy

Tara Lucke

Ben Marshan

Glen James

Steve Crawford

Sharon McClafferty

Adele Martin

Peita Diamantidis

Chris Carlin

Hugh Robertson

Cara Williams

Glen Hare

OwlTail

Are you currently studying in university and want to start building good habits with your money? If so, this episode is for you.In the second instalment of our conversations on money, we chat to Azaria Bell on how we can build solid habits in our spending and saving. Hitting on necessary topics such as budgeting and expense tracking, social mobility with our money and how to avoid cycles of debt, Azaria's insights will leave you refreshed and knowledgeable about all things finance. Tune in to this episode with your host – Meg Reid - to hear about falling apart and putting yourself back together.Produced by Prudy Chung.Get help!Beyond Blue - 1300 22 46 36Lifeline - 13 11 14But wait! There's more!Follow When It's Falling Apart Podcast on InstagramFollow When It's Falling Apart Podcast on LinkedInFollow When It's Falling Apart Podcast on FacebookGet in touch:Students: hello@btgmedia.com.au

Are you currently studying in university and want to start building good habits with your money? If so, this episode is for you. In the second instalment of our conversations on money, we chat to Azaria Bell on how we can build solid habits in our spending and saving. Hitting on necessary topics such as budgeting and expense tracking, social mobility with our money and how to avoid cycles of debt, Azaria's insights will leave you refreshed and knowledgeable about all things finance. Tune in to this episode with your host – Meg Reid - to hear about falling apart and putting yourself back together. Produced by Prudy Chung. Get help! <a href="https://www.beyondblue.org.au/" rel="nofollow" target="_blank">Beyond Blue</a> - 1300 22 46 36 <a href="https://www.lifeline.org.au/" rel="nofollow" target="_blank">Lifeline</a> - 13 11 14 But wait! There's more! <a href="https://www.instagram.com/fallingapartpod/" rel="nofollow" target="_blank">Follow When It's Falling Apart Podcast on Instagram</a> <a href="https://www.linkedin.com/company/when-its-falling-apart-podcast" rel="nofollow" target="_blank">Follow When It's Falling Apart Podcast on LinkedIn</a> <a href="https://www.facebook.com/fallingapartpodcast" rel="nofollow" target="_blank">Follow When It's Falling Apart Podcast on Facebook</a> Get in touch: Students: <a href="mailto:hello@btgmedia.com.au">hello@btgmedia.com.au</a>

Money with Azaria Bell (Financial Planner)

Jodie Douglas

It is no question that the cost to deliver financial advice has increased dramatically over the years. A combination of a tighter compliance landscape and increasing education requirements have made the concept of delivering advice to the everyday Australian a seemingly impossible task. Adding additional services like cashflow into the mix seems even more challenging. In this episode, we speak to Jodie Douglas and Azaria Bell from Mad About LIFE, who are doing just this. We discuss transitioning from an insurance business to a full scope advice business, how to decide on your fees, how to incorporate cashflow into your service offering, how to tackle the professional year, and much more.  This episode is all about looking to the future of advice delivery and centring your service offering around what your clients need from you. We touch on client surveys, mentoring, asking deeper questions, and we even find out how Jodie landed 25 referrals the first time she asked for one! Resources: To reach out to Jodie Douglas, please contact her via jodie@madaboutlife.com.au or connect on LinkedIn. To reach out to Azaria Bell, please contact her via azaria@madaboutlife.com.au  or connect on LinkedIn. What You'll Learn From This Episode:  How to transition from a risk business to a full scope advice practice How to develop a client value proposition How to approach your first fee conversations with clients How to incorporate cashflow into your service offering How to grow a business organically via referrals How to ask deeper questions to understand your clients on a personal level How to approach the FASEA professional year What new entrants are looking for in a potential employer How to start measuring and tracking client goals from day one How to ask for referrals from clients confidently How to survey the client experience effectively without the hassle  How to build and shape advisers who align with your business goals  About Our Guest: Jodie Douglas is the owner and financial adviser of Mad About LIFE, based on the Gold Coast. Starting out in the industry as a risk specialist, Jodie has organically built a full scope, high touch point advice business that caters to everyday Australians. Azaria Bell is a money coach at Mad About LIFE and previous FPA award winner, currently undergoing the FASEA Professional Year. The Mad About LIFE team are known for their commitment to innovation, fun approach to advice and passion for helping everyday Aussies access financial advice.  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!

It is no question that the cost to deliver financial advice has increased dramatically over the years. A combination of a tighter compliance landscape and increasing education requirements have made the concept of delivering advice to the everyday Australian a seemingly impossible task. Adding additional services like cashflow into the mix seems even more challenging. In this episode, we speak to Jodie Douglas and Azaria Bell from Mad About LIFE, who are doing just this. We discuss transitioning from an insurance business to a full scope advice business, how to decide on your fees, how to incorporate cashflow into your service offering, how to tackle the professional year, and much more.  This episode is all about looking to the future of advice delivery and centring your service offering around what your clients need from you. We touch on client surveys, mentoring, asking deeper questions, and we even find out how Jodie landed 25 referrals the first time she asked for one! Resources: To reach out to Jodie Douglas, please contact her via <a href="mailto:jodie@madaboutlife.com.au">jodie@madaboutlife.com.au</a> or connect on <a href="https://www.linkedin.com/in/jodie-douglas-b0247946/" rel="nofollow" target="_blank">LinkedIn</a>. To reach out to Azaria Bell, please contact her via <a href="mailto:azaria@madaboutlife.com.au">azaria@madaboutlife.com.au</a>  or connect on <a href="https://www.linkedin.com/in/azariabell/" rel="nofollow" target="_blank">LinkedIn</a>. What You'll Learn From This Episode: <ul> <li>How to transition from a risk business to a full scope advice practice</li> <li>How to develop a client value proposition</li> <li>How to approach your first fee conversations with clients</li> <li>How to incorporate cashflow into your service offering</li> <li>How to grow a business organically via referrals</li> <li>How to ask deeper questions to understand your clients on a personal level</li> <li>How to approach the FASEA professional year</li> <li>What new entrants are looking for in a potential employer</li> <li>How to start measuring and tracking client goals from day one</li> <li>How to ask for referrals from clients confidently</li> <li>How to survey the client experience effectively without the hassle </li> <li>How to build and shape advisers who align with your business goals</li> </ul> About Our Guest: Jodie Douglas is the owner and financial adviser of Mad About LIFE, based on the Gold Coast. Starting out in the industry as a risk specialist, Jodie has organically built a full scope, high touch point advice business that caters to everyday Australians. Azaria Bell is a money coach at Mad About LIFE and previous FPA award winner, currently undergoing the FASEA Professional Year. The Mad About LIFE team are known for their commitment to innovation, fun approach to advice and passion for helping everyday Aussies access financial advice.  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!

Cashflow, FASEA Professional Year and the true Value of Advice, with Jodie Douglas and Azaria Bell

Azaria burst on to the financial planning scenes a couple of years back, and is an advocate for new entrants into the advice profession. Azaria Bell XY: https://www1.xyadviser.com/members/4386609 Mad About Life Website: https://www.madaboutlife.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Azaria burst on to the financial planning scenes a couple of years back, and is an advocate for new entrants into the advice profession. Azaria Bell XY: <a href="https://www1.xyadviser.com/members/4386609" rel="nofollow" target="_blank">https://www1.xyadviser.com/members/4386609</a> Mad About Life Website: <a href="https://www.madaboutlife.com.au/" rel="nofollow" target="_blank">https://www.madaboutlife.com.au/</a> This podcast is brought to you by Integrity Life. Go to <a href="https://www.integritylife.com.au/xy" rel="nofollow" target="_blank">https://www.integritylife.com.au/xy</a> to find out more. Join the XY platform: App Store: <a href="http://co.xyadviser.com/xyistore" rel="nofollow" target="_blank">http://co.xyadviser.com/xyistore</a> Google Play: <a href="http://co.xyadviser.com/xygplay" rel="nofollow" target="_blank">http://co.xyadviser.com/xygplay</a> Desktop: <a href="https://www.xyadviser.com/" rel="nofollow" target="_blank">https://www.xyadviser.com/</a> General Disclaimer – <a href="https://www.xyadviser.com/disclaimer/" rel="nofollow" target="_blank">https://www.xyadviser.com/disclaimer/</a>

#201 Azaria Bell