S6E17 Referrals

S6E17 Referrals

Update: 2025-10-23
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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

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Books etc

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. 

 

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S6E17 Referrals

S6E17 Referrals

Nathan Fradley, Jordan Vaka