The Winner's Playbook
The Winner’s Playbook is your go-to podcast for real talk about money, careers, success and the challenges along the way.
Hosted by financial advisers Josh and Billy, we break down the financial world in a way that’s clear, relatable and actually enjoyable to listen to.
Whether you’re trying to grow your wealth, make smarter money moves, level up your career, or just figure out what success looks like for you, we’ve got you covered.
No boring lectures, no complicated jargon - just straight-up conversations that help you win in life and money.
New episodes drop every week, so hit follow and join us for practical advice, honest insights and maybe even a few laughs along the way.
The Winner's Playbook
How to find a great financial adviser (and spot the red flags).
Finding the right financial adviser can change your whole life. Pick the wrong one, and it can cost you time, money and trust.
In this episode, Josh and Billy lift the lid on what really makes a great adviser. They share what to look for, what to avoid and how to spot red flags early, especially when it comes to product pushers, dodgy social media “finfluencers” and anyone flogging off-the-plan property for a quick commission.
They also break down what a good adviser relationship should feel like, why it’s not just about qualifications, and how a great adviser should challenge your thinking, not just say yes to everything. Plus, they explain how proper financial advice is about clarity, strategy and accountability, not just finding you a cheaper product.
Whether you’re thinking about getting advice or wondering if your current adviser is the right fit, this episode will give you a real-world guide to getting it right.
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Get in touch with Josh:
Josh Lee - Director & Financial Adviser (linkwealth.com.au)
Get in touch with Billy:
https://calendly.com/billynorman/15-min-clarity-call?month=2025-02
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp
Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/newsletter
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.