Written by Victor Idoko. Narrated by AI.
What if the quality of your advice had less to do with the answers you provide—and more to do with the questions you ask?
In this special edition, we explore the wisdom of one of Australia's most respected financial advisers, Godfrey Phillips OAM, whose career spanning nearly five decades has been built on a simple but powerful belief: great advice begins with great questions.
Inspired by The Right Questions: A Field Companion for the Trusted Adviser, this episode takes listeners inside the conversations that uncover what truly matters to clients—their hopes, fears, ambitions, relationships, businesses, and legacy.
We discuss:
• Why the best financial plans begin with life, not money
• The questions that reveal a client's real goals and motivations
• How to uncover hidden risks before they become crises
• The role of family, values, and legacy in financial decision-making
• Why protection is ultimately about people, not products
• The art of listening beyond the first answer
You'll hear timeless insights on trust, leadership, business succession, wealth protection, retirement, and the human side of financial advice that too often gets overlooked.
More than a guide for advisers, this episode is a reminder that every meaningful financial decision starts with understanding the person behind the balance sheet.
Because advice isn't built on spreadsheets.
It's built on conversations.
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