---
title: "The Financial Adviser Solution for Today's Economy: Video Podcast"
description: Adviser solutions for today's financial adviser. A new investment philosophy, that match the client's goals, coupled with purpose-built technology.
image: https://www.dynamicasset.com.au/hubfs/Podcast%202-1.jpg
---

[![Dynamic_Asset](https://www.dynamicasset.com.au/hs-fs/hubfs/DynamicAssets/logos/Dynamic_Assets.png?width=700&name=Dynamic_Assets.png "Dynamic_Asset")](https://www.dynamicasset.com.au)

# The Financial Adviser Solution for Today's Economy: Video Podcast

[Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 21 May, 2020 | [financial adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-services), [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [Goals Based Advice](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-advice), [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-services), [Adviser solution](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-solution)

![](https://www.dynamicasset.com.au/hubfs/Podcast%202-1.jpg)

Goals Based Advice is just the first step in [Goals Based Investing](https://www.dynamicasset.com.au/adviser-articles/why-choose-goals-based-investing).

A new investment philosophy, coupled with purpose-built technology unlocks the capability for advisers to implement investment portfolios that match the client's specific goals. It's a solution that increases business efficiency and scalability while delivering a client experience that fuels new business growth and client retention.

In this video podcast, Fraser Jack from Advice Intelligence Interviews:

- [Matthew Walker](https://www.dynamicasset.com.au/about-adviser), Managing Director, Dynamic Asset Managing Director
- Jerome Lander, Portfolio Manager, Dynamic Asset
- Jacqui Henderson, CEO, Advice Intelligence

You'll learn:

- How [Goals Based Investing](https://www.dynamicasset.com.au/adviser-articles/what-is-goals-based-investing) differs from the traditional [SAA approach](https://www.dynamicasset.com.au/adviser-articles/jerome-lander-saa-is-prone-to-failure)
- How a solutions approach can modernise an advice business with increased client engagement and efficiency
- Why Goals Based Investing is right for now and the future.

Dynamic Asset is Australia's only whole-of- business turn key solution that answers the challenges that advisers face today. Find out more about Dynamic Asset's full range of [Adviser services](https://www.dynamicasset.com.au/adviser) and the benefits they can bring to your advisory business.

[![Guide to Managed Accounts](https://hubspot-no-cache-ap1-prod.s3.amazonaws.com/cta/default/4632218/d4b4a8a9-7a56-4c4f-aba8-ca3ea32f0e96.png)](https://hubspot-cta-redirect-ap1-prod.s3.amazonaws.com/cta/redirect/4632218/d4b4a8a9-7a56-4c4f-aba8-ca3ea32f0e96)

 

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