S3E6 The PY Series Wrap Up
Update: 2024-11-28
Description
Following what was a steep learning curve for both of our hosts, in this episode Jordan and Nathan reflect on each episode and wrap up their thoughts on best practice for PY.
They cover
- The importance of communication and structure for a PY.
- The cost/investment in the PY for a business
- Staging PYs for greater skill and advice capability in your business
- How they would roll out a PY
Nathan:
Jordan:
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.
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