Ep. 4: The Mindset Shift Advisers Need to Scale Impact
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Ep. 4: The Mindset Shift Advisers Need to Scale Impact
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About this listen
In this episode, host Nigel Baker is joined by psychologist and industry expert Dr Katherine Hunt to unpack the mindset barriers holding advisers back — and what it really takes to build the advice practices of the future.
They explore the difference between advisers stuck solving yesterday’s problems and those with a bold vision to help thousands. From aligning your goals with your values tochallenging the industry’s "100-client" mindset, this episode is a powerful call to think bigger.
🔍 Topics covered:
- Why mindset matters more than tech
- Aligning your business model with your values
- Scaling advice without losing the human touch
- How tech like Scientiam helps expand your reach
- Shifting from lifestyle practice to impact-driven firm
Whether you're an adviser, business owner, or just someone thinking about the future of financial advice — this one's for you.
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