The Future Financial Adviser

Colin Weir on How Advisers Can Use Technology to Add More Value for Clients | Episode #19

August 24, 2022 Nigel Baker Season 1 Episode 19
The Future Financial Adviser
Colin Weir on How Advisers Can Use Technology to Add More Value for Clients | Episode #19
Show Notes Chapter Markers

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being.

In today's episode, we speak with Colin Weir, CEO and Founder of Moroku. He shares with us his journey working with big banks and businesses, his insights on why some financial advisers fear technology, how to use technology to provide more value and support to your clients, and his thoughts on where technology is going moving forward.

So, make sure to tune in to this episode of The Future Financial Adviser Podcast!

If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform.


Episode Timestamps:

00:00 - Intro
02:04 - Colin Weir's Backstory
03:51 - Colin Weir’s Cycled Across Australia
05:51 - People or Businesses that Colin Weir Helped
12:41 - Why Financial Advisers Fear Technology
14:39 - Technology is Not Limited to the Youngsters
18:08 - Nigel's Powerful Tools for His Clients
19:50 - What is the Future of Technology?
25:59 - Conclusions and Final Advice
29:59 - Outro


About Our Host

Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people.

Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice.

In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam.

Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial  Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully.

Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.


Connect with Nigel:

Visit the Scientiam website: https://scientiam.com.au/
Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 
Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment 
Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam 
Follow Scientiam on Instagram: https://www.instagram.com/scientiam/

Intro
Colin Weir's Backstory
Colin Weir’s Cycled Across Australia
People or Businesses that Colin Weir Helped
Why Financial Advisers Fear Technology
Technology is Not Limited to the Youngsters
Nigel's Powerful Tools for His Clients
What is the Future of Technology?
Conclusions and Final Advice
Outro