In this interview, Julie Greenwood, head of advisor distribution at Octopus Money, discusses the company’s mission to empower individuals in their financial wellbeing through coaching and technology.
Julia explains the importance of financial planning, the various investment strategies available, and the challenges posed by the advice gap in the financial services industry. Julie emphasizes the need for ongoing engagement with clients and shares insights on choosing the right wealth manager, along with personal recommendations for financial literacy.
Summary
- Octopus Money aims to empower individuals about their financial wellbeing.
- Financial coaching helps clients understand their financial goals and options.
- Investment strategies should be tailored to individual risk profiles and goals.
- Ongoing engagement is crucial for successful financial planning.
- The advice gap leaves many without access to necessary financial guidance.
- Women are increasingly engaging with financial services through coaching.
- Choosing a wealth manager requires clarity on personal financial needs.
- Atomic Habits offers valuable insights for making smarter financial choices.
- Financial planning should encompass all aspects of a client’s life.
- Personal connections in financial advice enhance client comfort and trust.
Richard is the founder of the Good Money Guide (formerly Good Broker Guide), one of the original investment comparison sites established in 2015. With a career spanning two decades as a broker, he brings extensive expertise and knowledge to the financial landscape.
Having worked as a broker at Investors Intelligence and a multi-asset derivatives broker at MF Global (Man Financial), Richard has acquired substantial experience in the industry. His career began as a private client stockbroker at Walker Crips and Phillip Securities (now King and Shaxson), following internships on the NYMEX oil trading floor in New York and London IPE in 2001 and 2000.
Richard’s contributions and expertise have been recognized by respected publications such as The Sunday Times, BusinessInsider, Yahoo Finance, BusinessNews.org.uk, Master Investor, Wealth Briefing, iNews, and The FT, among many others.
Under Richard’s leadership, the Good Money Guide has evolved into a valuable destination for comprehensive information and expert guidance, specialising in trading, investment, and currency exchange. His commitment to delivering high-quality insights has solidified the Good Money Guide’s standing as a well-respected resource for both customers and industry colleagues.
You can contact Richard at richard@goodmoneyguide.com
