IFA: Why advisers need to look beyond investment returns with Thabojan Rasiah

Wealth Management Podcast Network

In the latest episode of The ifa Show, Rasiah Private Wealth founder and principal adviser Thabojan Rasiah joins host Keith Ford to discuss why the self-confessed “investment geek” believes maximising returns shouldn’t be the sole objective of financial advice.

Rasiah explains that while investing wisely is crucial, an overly narrow focus on investments can lead to neglecting other crucial aspects of financial advice and potentially overshadow a client’s broader life goals.

Tune in to hear:

• Why looking beyond just returns can ensure that other outcomes important to your clients are sufficiently addressed.
• How to benchmark and measure the success of goals that aren’t focused on percentage-based performance.
• The role of thoughtful questioning in helping clients articulate their true goals.
• Why making advice accessible to a wider audience is a pressing issue for the profession.