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S4E18 Q & A

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Manage episode 476371990 series 3591847
Content provided by Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We're mixing it up this week - breaking away from our usual programming around one big topic, to answering a handful of the questions we've had come through.

Ranging from dealing with overly-long SoAs, the power of peer groups, living in a vertical house of integrated conflicts, the questions are universally interesting, well-worded and powerful.

The answers, well, they're ok, by comparison.

The most powerful question though, that brought an unexpected and unusual level of introspection to proceedings, was around how to stop defining yourself by the worst mistake you've made as an adviser.

We enjoyed this one - if you did too, then send more through and once we have enough we'll run the gauntlet again!

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

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.

  continue reading

70 episodes

Artwork
iconShare
 
Manage episode 476371990 series 3591847
Content provided by Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We're mixing it up this week - breaking away from our usual programming around one big topic, to answering a handful of the questions we've had come through.

Ranging from dealing with overly-long SoAs, the power of peer groups, living in a vertical house of integrated conflicts, the questions are universally interesting, well-worded and powerful.

The answers, well, they're ok, by comparison.

The most powerful question though, that brought an unexpected and unusual level of introspection to proceedings, was around how to stop defining yourself by the worst mistake you've made as an adviser.

We enjoyed this one - if you did too, then send more through and once we have enough we'll run the gauntlet again!

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

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.

  continue reading

70 episodes

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