WARNING: ChatGPT Financial Advice Could Cost You Thousands! Here's WHY ft. Ray Regmi | Ep. 37

If you want to take control of your finances, generate wealth, and secure your future, visit: https://rykercapital.com.au/our-service/

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In this episode, our Director at Ryker Capital, Ray Regmi, shares the best lessons he learned from being a 22-year-old bank manager to a seasoned financial advisor with over 15 years of experience.

Ray shares how he blends technical expertise with people skills to provide effective financial advice, the techniques he uses to help clients uncover and articulate their true goals, and his unique process of creating tailored financial plans for different life stages.

He also talks about building long-lasting client relationships that lead to being treated like family, why personalised advice trumps AI tools in financial planning, and how to best prepare for retirement in today's challenging economic landscape.

If you want to gain insights into how a top financial advisor approaches client relationships and creates strategies that stand the test of time, then make sure to listen to this episode!

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SHOW NOTES LINKS

https://www.linkedin.com/in/ray-regmi-3a267539/ 

https://rykercapital.com.au/
https://au.linkedin.com/company/ryker-capital
https://www.instagram.com/rykercapital/
https://www.tiktok.com/ryker
https://www.facebook.com/profile.php?id=100054854616452

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LISTEN TO THE PODCAST

Spotify: https://spoti.fi/3qJL8w4
Apple Podcast: https://apple.co/3QPF3ch
Amazon Music: https://amzn.to/3YMZjgD
Google Podcast: https://bit.ly/3swIVEF

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FIND US HERE

Facebook: https://bit.ly/3RsO5Mr
LinkedIn: https://bit.ly/3Rs0Qah
Instagram: https://bit.ly/46kZvGp
TikTok: https://bit.ly/3PSbK7U
YouTube: https://bit.ly/3rsKxPG 

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CONTACT US

hello@rykercapital.com.au   

Client Enquiries: 1300 179 537
Careers & Press: 1300 179 537

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TIME STAMPS:

00:00 Intro
01:37 Ray’s Background Story 
03:46 Churning Through Plans and Advice 
04:42 Soft Skills Developed to Have Good Conversations with Clients
09:07 Conversation with Clients around Goals
12:25 Sponsor Video
13:48 What Ray’s Most Passionate About/Client Journey
16:11 Immeasurable Goals That a Financial Planner Can Give You
17:55 Debunking Myths Around Financial Planning
19:29 Ray’s Target Demographic 
21: 08 Putting Together a Strategy Process
23:04 Approaching Clients Financial Situation 
24:42 Conclusion

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DISCLAIMER

The information provided in this podcast is for general pur

Chapters

• 0:00 Intro
• 1:37 Ray’s Background Story
• 3:46 Churning Through Plans and Advice
• 4:42 Soft Skills Developed to Have Good Conversations with Clients
• 9:07 Conversation with Clients around Goals
• 12:25 Sponsor Video
• 13:48 What Ray’s Most Passionate About/Client Journey
• 16:11 Immeasurable Goals That a Financial Planner Can Give You
• 17:55 Debunking Myths Around Financial Planning
• 19:29 Ray’s Target Demographic
• 21:08 Putting Together a Strategy Process
• 23:04 Approaching Clients Financial Situation
• 24:42 Conclusion