In this week’s episode of IFA Talk, Jenny Hunter, Deputy Editor of IFA Magazine, and Editor Sue Whitbread are joined by Anthony Villis, Managing Director and co-founder of First Wealth, to discuss the real value of financial planning.
While investment performance often dominates client conversations, the discussion explores how the true value advisers provide often lies elsewhere. Anthony shares his thoughts on how advisers can move conversations beyond short-term returns and towards purpose, long-term goals and better financial decision-making.
The episode also touches on the role of human behaviour in how people manage their money. Anthony explains how biases and emotions can influence client decisions, and how advisers can help clients stay focused on the bigger picture during times of uncertainty or market volatility.
We wrapped things up by considering what a great long-term adviser might look like in the future, and how the profession may continue to evolve as planning, behavioural coaching and deeper client relationships become even more important.
We could have chatted to Anthony for much longer than we had time for, so I’m sure we’ll see him again on the podcast soon to chat about even more interesting topics.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Anthony Villis
Anthony Villis is the Managing Director and co-founder of First Wealth, an award-winning financial planning firm and Certified B Corp dedicated to redefining wealth as more than just numbers. With over two decades of experience in the financial services industry, Anthony is a Chartered Financial Planner and a passionate advocate for evidence-based investing, behavioural finance, and financial wellbeing.
Anthony’s vision for First Wealth is rooted in the belief that true wealth is measured by wellbeing – not just financial outcomes. His pioneering Wealth by Wellbeing philosophy empowers clients to live a life of purpose, clarity, and joy. This approach blends robust financial planning with a deep understanding of human behaviour, helping clients gain control, reduce anxiety, and make confident decisions that support the life they want to live.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
