07 Sep 021: Jason Andrew gives clients more money and control of their life
Jason Andrew is a multiple time award winning financial planner and director of Empowered Financial Partners.
As a high achiever, Jason has is consistently in the top 10 for the volume of new business amongst a peer group of 450 members.
Importantly, Jason embraces a values-based approach to financial planning, meaning the solutions being offered to clients always reflect their current and future goals and their most deeply held values.
Jason has an avid desire to make a difference to other people, which he advocates for both within his practice and his commitments to the broader community.
Low Point in Journey
Earlier in Jason’s career, he invested into a business in the organic juice industry. With the Australian rights to distribute the juice in Australia, what promised to be a star investment turned out to be anything but. With the house on the line, Jason lost hundreds of thousands of dollars and the business abruptly closed.
Rewarding Moment in Business
Jason realised that to achieve the results he wanted, he needed to sharpen his thinking – so he invested in an Executive MBA program – and applied what he learned to his financial planning business – so that he could deliver greater value to clients with an outstanding client experience.
Favourite Piece of Technology
Hubspot: Inbound sales and marketing automation
The Slight Edge by Jeff Olson
7 Habits of Highly Effective People by Stephen R. Covey
EF Partners website
Email Jason here