DiscoverWealthlab PodcastWhat 10+ Years in Financial Advice Taught Us
What 10+ Years in Financial Advice Taught Us

What 10+ Years in Financial Advice Taught Us

Update: 2025-07-31
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10+ years. Hundreds of client conversations. Market cycles, lessons, mistakes, and plenty of cringe-worthy photos.Want to know if you're on track for retirement? Take our free 2-minute quiz: https://wealthlab.scoreapp.com/In this episode, Scott, Phil, and Jordan take you behind the scenes to reflect on over a decade in the world of financial advice, wealth management, and running Wealthlab. It’s part throwback, part wisdom, and fully real.We share:📈 What’s changed (and what hasn’t) in financial advice since 2012💬 The most common client questions we hear🛑 How to spot a dodgy advisor — and check if yours is even licensed📷 A few classic headshots and stories that show just how far we’ve come✅ What really matters when it comes to building trust and wealth over timeWhether you’re thinking about retirement, feeling stuck with your super fund, or just want to know what working with an advisor should feel like, this episode is a rare peek inside the people, values, and real-world experience behind Wealthlab.

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What 10+ Years in Financial Advice Taught Us

What 10+ Years in Financial Advice Taught Us

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