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S4E9 Defining Success

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Manage episode 465309536 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.

What makes a 'successful' financial adviser?

Do you feel like a successful financial adviser? If not, why not?

This week's episode is all about answering these questions (and a few more).

Jordan and Nathan highlight:

  • The importance of defining your own version of success
  • Why articulating and sharing that with the people around you matters
  • The metrics that you could measure to track this version of success

And there are some pretty vulnerable moments along the way, where they each unpack their own path towards defining, pursuing and - maybe, sorta - achieving success on their own terms.

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

69 episodes

Artwork
iconShare
 
Manage episode 465309536 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.

What makes a 'successful' financial adviser?

Do you feel like a successful financial adviser? If not, why not?

This week's episode is all about answering these questions (and a few more).

Jordan and Nathan highlight:

  • The importance of defining your own version of success
  • Why articulating and sharing that with the people around you matters
  • The metrics that you could measure to track this version of success

And there are some pretty vulnerable moments along the way, where they each unpack their own path towards defining, pursuing and - maybe, sorta - achieving success on their own terms.

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

69 episodes

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