Challenge the Standard in Financial Advice

This week, we're joined by Stuart Riddle, of Claras.ai - one of the AI offerings in the financial advice market.  Nathan and Jordan start by asking him about the state of AI in financial advice, and expand into: The questions advisers should be asking about AI The questions licensees are asking about AI How AI can help advisers be more efficient, effective and balanced The specific workflows and implementations they've used with Claras, and the difference it's made How these AI products actually work Be sure to stay tuned for Jordan to throw any semblance of integrity and calm out the window and instead become a shameless shill for Claras.ai. It feels, at times, as though you're eavesdropping on a very specific, very irrelevant product support query between a product and it's bumbling user.  Enjoy!   You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.  CPD For this Episode: https://quiz.ensombl.com/NATH-26021904-04440001 Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.    Stuart: stuart@claras.ai www.claras.ai   Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.       

This week, Nathan and Jordan try to answer the question - how involved should you, as an adviser, be involved in implementing your advice? Well, they don't try all that hard, but they have a shot at it.  Starting at fairly opposite ends of the spectrum, they try to discuss: Working out who's job it is to get the forms signed If it's not your job, who's is it? How involved should you still be, even if you're not the one doing the forms? Now that how we get paid has been (should be?) severed from whether somebody implements our recommendations, does implementation have the same weight? Why are printers so rubbish still? This isn't a topic people discuss very much, but Nathan and Jordan are confident that it's an area ripe for challenging...and discussing...and questioning.  So, have at it and let us know how involved YOU are with implementing your financial advice!   You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.  CPD For this Episode: https://quiz.ensombl.com/NATH-26021111-24240001  Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.    Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.   

Managing to keep the meandering at the start of the ep to a - wide ranging and flower-heavy - minimum, Nathan and Jordan quickly get on task today to discuss getting paid.  From choosing how to structure the timing of when you get paid for your work as a financial adviser, to the methods you offer clients, to handling that blessedly rare occasion of a client stiffing you on a bill, they try to explore all the considerations of the topic.  Because, as a professional financial adviser, you add immense amounts of value to your clients lives. But do you believe in that value enough to expect to be paid your full worth?  And what decisions, steps and systems have you put in place to make sure that happens without the biggest impediment (i.e., you. Us. Advisers.) getting in the way?     You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.  CPD For this Episode: https://quiz.ensombl.com/NATH-26020906-00480001   Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.       

As a financial adviser, you no doubt know some stuff about the Age Pension. The Income Test. The Assets Test. Thresholds, limits, reduction factors - a fair bit of stuff.  But how do you tackle some of the ethical considerations? How do you balance client best interests with client intentions - especially when some of those intentions can be a bit dicey? In this week's episode, we explore this fundamental part of retirement advice and try to add some new details and nuance to your approach.  And, for keen listeners, let us know your answer to the $10,000 question - where has this 'rule' come from?   Some links for you: History of the Age Pension in Australia Administration of the Age Pension | Australian National Audit Office (ANAO) Using the Social Security Guide | Social Security Guide   You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.  CPD For this Episode: https://quiz.ensombl.com/NATH-26012910-42380001 Client Care and Practice - 0.75 Professionalism & Ethics - 0.25   Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143. 

100 episodes! 100 episodes of these two goons meandering around topics that affect, interest and bewilder financial advisers in Australia.  To celebrate this milestone, Nathan and Jordan have decided to meander around the topic of 'power' in financial advice.  Who has it, who doesn't, why they do (and don't), how they can exercise it and how we can increase it.  It is, like most of our oddly popular ones, very philosophical, very meandering and filled with outdated pop culture references (they fly together, just so you know).  Enjoy the pod and here's to an undetermined number of more episodes into the future! Thanks for listening.    You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.    CPD For this Episode: https://quiz.ensombl.com/NATH-26012910-31480001 Client Care & Practice – 0.25 Professionalism & Ethics – 0.75    Chuffed - Aunty Donna: https://youtu.be/o4fHlldbRHo?si=YehRABoc6fmhqQl6 Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.   

We genuinely had a plan for this episode...and then it just ran right off the rails. Which is a shame*. Because ASIC have updated their regulatory guidance around Conflicts of Interest, in Regulatory Guide 181.  And it's good.  Useful. Broader than before, touching on a wider range of potential conflicts amongst a much larger ecosystem than was the case when it was last refreshed (2004, ahem).  It's one of our longest episodes, but even with our weird tangents and Simpsons quotes and more Willy Wonka recitations than you'd expect, we think it's still actually pretty helpful.  Hopefully, anyway.    *A hilarious, rollercoaster, digression-filled jaunt through our year-end tired minds, shame.   Link to the RG: RG 181 AFS licensing: Managing conflicts of interest | ASIC   You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.  CPD For this Episode: https://quiz.ensombl.com/NATH-25121808-54570001    Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.   

Get in touchContinuing our streak of bringing people on, then putting them in commercially awkward positions by asking silly questions, we're joined in this episode by Patrick Flynn of Simply Kaizen. Who, despite our shenanigans, is happy to discuss: Why the leap from 1-2 advisers to 7+ is across such a large canyon Where Kaizen comes from and how it feeds into his philosophy about the business of advice Why the skills that make you a great financial adviser may not make you a great business owner - and why that's ok The red lines we get to - have to? - draw as business owners when it comes to managing around the people we work with. The two big things all practice should ensure are ship shape before doing anything else.   You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.  CPD For this Episode: https://quiz.ensombl.com/NATH-25121110-19530001 Patrick: Get in touch The Trust Canyon (As discussed at Congress)  Another interesting blog on leadership   Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143. 

Weaknesses - we've all got 'em.  But, what do we do about them? This week's episode sees Jordan and Nathan exploring the idea of weaknesses: What they are (and what they aren't) How to recognise them What to do about them  How the weaknesses we all have can manifest in our work, our personal lives and our practices There's a smidge of vulnerability from the two of them, but hopefully you leave with a framework to tackle your own weaknesses - all with the goal of working towards your very best selves! After all, it's not a second, seven seconds away...   You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.  To choose the episode you'd most like to see CPD for, visit the link below, and donate to Good Shepherd charity to lock in your choice.  Request past Episodes for CPD: S7E3 Weaknesses Quiz - Ensombl CPD For this Episode:  Technical Competence - 1.0 Professionalism & Ethics - 0.50   Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.   

Time for more dilemmas - this time, what do you do when a client (strongly) hints they want to end their marriage? How do you handle the disclosure? How do you advise them? What do you do about the partner? Throw in TPD, infidelity, a brief detour in ASIC's SMSF report and a healthy dose of uncertainty, and you've got this week's episode.  In it, Jordan and Nathan: Propose frameworks to help you navigate this very thorny issue Thank the wonderful advisers who have posed these questions recently Congratulate all of you out there expanding the remit of financial advice, by examining your own thoughts and approaches Disagree on some bits and bobs Three case studies. Lots of overlap, but also lots of interesting nuance and variation.  PS: Like the new character image? Thank Mr Fradley's creativity for the evolution of our logo!   𝐋𝐢𝐧𝐤 𝐭𝐨 𝐐𝐮𝐢𝐳: https://quiz.ensombl.com/NATH-25112611-35210001 - Professionalism and Ethics: 0.75 - Client Care and Practice: 0.25   𝐂𝐏𝐃 𝐀𝐜𝐜𝐫𝐞𝐝𝐢𝐭 𝐲𝐨𝐮𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐥 𝐥𝐞𝐚𝐫𝐧𝐢𝐧𝐠 If you want to be able to accredit the informal learning you complete as part of your professional development check out CPD check at https://www.cpdcheck.com/ Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143. 

You see the event announcement, and you think to yourself, "Flights, Accomodation, Time out of the business, Time away from your family... is this conference really worth it?" In this episode (recorded live in the vendor hall of the FAAA Congress 2025) Jordan and Nathan are joined by Glen James (Podcaster Extraordinaire, now Youtuber) to discuss How the gold Glen got from conferences helped set up Glens business for success Why your mind set, and 'leaning in' is the key to get the most out How is always something to be learned, but the key is in taking action on those matters afterwards Why businesses that invest in getting their junior and admin staff to conferences (not just leadership and advisers) will get enormous ROI and retention benefits that far outweight any cost.  Why eating gelato while recording a pod isn't ideal, but it's still more professional than Jordan and I stuffing about at the start of the episode.  Guest Cameo from the newly appointed FAAA Board member Ben Marshan   CPD For this Episode: https://quiz.ensombl.com/NATH-25112001-07590001 Technical Competence: 0.50 Professionalism and Ethics: 0.25  Check out https://cpdcheck.com/ to start getting accreditation for all of your professional development.    Find Glenn Glen James | Website This is Business | Podcast (Worth a listen if you're self employed} Retire Right | Podcast money money money | Podcast sort your money out | Book   Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143. 

Fresh off the release of his first book - Retire Life Ready - we're joined by James Wrigley. With the largest following on social media of any Australian financial adviser*, James is building his practice by talking to people on all the social platforms.  Which is why, in this episode, we studiously ignored talking about social media or marketing.  Instead, we wanted to know about his experience working within a larger firm: How do they structure their teams? What're the key considerations with managing the people around you? How are they sharing the work that James' public profile is bringing in? What are some of the challenges advisers face when working within a business that offers asset management as a product? Who does he have in his top 10 friends list on his MySpace page, and how does he avoid upsetting people in the office when he - inevitably - leaves them out?   *I think this is true? CPD For this Episode: https://quiz.ensombl.com/NATH-25111312-08020001 - Technical Competence: 0.75 - Client Care and Practice: 0.25   James: James.Wrigley@firstfinancial.com.au James Wrigley - First Financial   Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143. 

Index vs Active - it's the investment debate we all love to keep having.  Or, is it? Because what's presented as a flat, binary choice is really much more nuanced. And, to be frank, boring.  More interesting to us - and what we explore in this week's episode - is the framework and process advisers build to help answer the many "what about"s that come up when we're building our own investment philosophy.  Because indexing is fantastic...but what about that concentration risk? And active management has its place...but what about those costs? There is grey here, which we love to explore!   You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.  To choose the episode you'd most like to see CPD for, visit the link below, and donate to Good Shepherd charity to lock in your choice.  Request past Episodes for CPD: https://forms.office.com/r/Nu2euRRQx7 CPD For this Episode: https://quiz.ensombl.com/NATH-25110619-27220001 - Technical Competence: 0.25 - Professionalism and Ethics: 0.75     Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143. 

How much of your actual development as a professional is being captured via your CPD obligations? Are you only doing 40 hours of learning across the year? Or are you constantly learning? If the latter, then join us this week as we chat with Clayton Daniel of CPD Check. Best known for his central role in the rise of the Ensombl platform, Clayton has turned his eye to expanding and democratising the CPD accreditation process.  And he's gone even further and agreed to allow us to submit all future (and up to 20 past) CTS episodes for accreditation! That's right - you'll be able to get CPD points for your commitment to listening to two knuckleheads wax lyrical about financial advice for an hour at a time.  To choose the episode you'd most like to see CPD for, visit the link below, and donate to Good Shepherd charity to lock in your choice.  Request past Episodes for CPD: https://forms.office.com/r/Nu2euRRQx7 CPD For this Episode: https://quiz.ensombl.com/NATH-25103104-48590001 Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.   

Referrals. We all need them. We all want them. And we're all, to some degree, getting them.  But what works? Why does it work? And, critically, what doesn't work? In this week's episode, Nathan and Jordan have a shot at unpacking this huge and critical topic, to discuss: How advisers can easier find clients they like working with The two key problems all business owners face Why those of us who aren't charged with finding new work should take a moment to appreciate how difficult that job can be Their own (mis)adventures when it comes to finding more people they like to work with - who also want to work with them.  For bonus points, one of them takes you through his bird species preferences - in order of tastiness.  Enjoy.  Thanks to CPDCheck you can get CPD for this Episode Access the Quiz here: https://quiz.ensombl.com/NATH-25103105-12020001 Check out our Newsletter (and you can sign up at the bottom of the page) Coffee Optional Books etc The Technium: 1,000 True Fans BOOKS | Nick Murray Company Robert Cialdini - Science Of Persuasion Matthew Jarvis Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.   

We're getting philosophical again this week, but unlike our other meanderings up our own backsides - this one has real value for listeners*.  Nathan realised recently that our job as advisers comes down to one, big concept: expectations.  Helping clients recognise, articulate, explore, challenge and achieve their expectations.  This seed of an idea triggered a conversation that touches on: The gap between aspirations and expectations (and whether the value of our advice sits in there) The power of challenging a clients expectations What you can achieve by asking a client about their expectations - and whether their expected destination lines up with their desired one How the strength of your questioning around expectations ultimately aligns with your value and quality as an adviser It's a big, wonderful topic and we loved recording this episode. Be sure to share it with anybody you know who is curious about advice, and how to tweak the way they're delivering it.    *You're welcome for me not including the word 'nuggets' in this opening line.   Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.  If you see this, Jordan forgot to do the text. 

We can all agree that the first meeting is crucial.  But - why? What are you looking for out of that meeting? What makes the first meeting a successful one? What's your intention for this meeting - and for the entire process around it? In this week's episode, Nathan and Jordan unpack what they think makes a good first appointment, what they've seen other advisers doing and what they've learned from talking with people like Brendan Frazier.  With the now-customary digression into sceptical naivete and dissection of their own, internal processes, this episode is all about asking listeners - how good's your first meeting, and how can you make it better?   Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.   

We're joined this week by Ashley Taylor, accredited family law specialist from Lander & Rogers. Ashley's here to help us unpack the trickier financial complexities that can arise in divorce negotiations, including: Family trusts in all their wonderful permutations Why it's not as simple as 'if you're the appointor, it's in the pool' How intergenerational trusts are looked at in the settlement process What a Div7A loan is - and why family lawyers treat them very carefully Some of the things, flags and points financial adviser can look out for when helping their clients navigate their divorce AND - some of the topics advisers should be discussing with clients before they set up any of these structures.  And while we didn't get to the thorny topic of SMSFs in divorce, we did sneak in a cracking GTA: Vice City reference - so that's a clear win.  (PS Nathan apologises for sounding like he was in a tincan, he recorded offsite today) Ashley: LinkedIn Lander & Rogers Guide to Family Law for Financial Service Practitioners   Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.   

We've thought about doing an episode about private credit, equity and markets for a while now - but couldn't ever work out the right angle to take on such a big topic.  Then the news cycle swooped in and gave us the link we never knew we needed - between private credit investments and Target Market Determinations (TMDs).  This is a big topic, and Nathan and Jordan do their best to: Define just what all these private market investments are Acknowledge the tough path last week's news will have left for advisers who've recommended these products Why they don't use these products in their own portfolio advice The issues they have with these funds Why TMDs have never made much sense - until, perhaps, now At some point Nathan plays the guitar.  With a tasty side dish of acronym soup - TMDs, DDO, RG, ASIC, LIF, BID, CoE and, naturally, CSLR.  Finally, it might be hard to tell, but we also try to tread a very fine, please-don't-sue-us line as we navigate this story too.   Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.   

You've heard the experts (and these two mugs) repeatedly say "you should niche". But they never pay you the courtesy of explaining how.  Well, let us rectify that oversight in this week's episode by giving you one, easy answer: "Roll a dice". Or, more accurately, a set of D&D dice. This week, Nathan and Jordan set up a number of different categories and roll the dice to build out and explore potential niches.  Not to build a business around them, but instead to demonstrate some of the thinking, considerations and options that come from building out your own financial advisory niche.    Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.   

What's stopping you from being more active on social media? From a professional perspective, that is - I'm sure you're forever taking photos of your meals on your own account.  But when it comes to work (or your business), what's stopping you from getting your voice out there? Is it shyness? Impostor syndrome? Perfectionism? Disdain? Or a mix of the above? Well, that's why we asked Deline Jacovides from Mazi Wealth on for this week's episode, because she has entirely grown her business using social media.  And she helps us by running through: The low(er than previously) time investment she makes in her overall marketing each month How many new leads 3 posts per week have earned her over the last few months The biggest bottleneck in her business Why her intentions in starting her social media presence matter Our hope in this one is to inspire at least one listener to start sharing more of themselves on social media. For the commercial and economic benefits, yes.  But also because there are a lot of other great people out there that you might get to meet. And the longer we're in this game, the more we're beginning to realise that it's the people you meet and work with along the way that make the biggest impact.  Except for that one person at Deline's Brisbane FAAA presentation - they'll probably think it's all a bit "pointless".   Deline Instagram No phone number. Natch. Nathan: advice@nathanfradley.com.au www.nathanfradley.com.au Jordan: jordan@planningsolo.com.au www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.