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S3E5 Letters to the Editor
Manage episode 451333630 series 3591847
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As part of preparing for this PY series, Nathan and Jordan put together a survey and asked people to provide some feedback on their experience of the PY.
Employees. Business owners. Partners. Associates. Anybody with an opinion on the subject.
In an outcome both surprising and gratifying for Nathan and Jordan, people actually responded!
And their answers are thoughtful, useful, insightful and, frankly, wonderful.
In this week's episode, Jordan and Nathan discuss the responses and identify some of the common themes people are finding through the experience.
They also spend a lot of time marvelling at the importance of the relationship between the adviser and their employer - and the level of trust and commitment required from all involved.
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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