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Challenge the Standard in Financial Advice Challenge the Standard in Financial Advice Nathan Fradley and Jordan Vaka Pivot to AI Pivot to AI David Gerard Rising Voices of Fundraising: The AFP Emerging Leaders Podcast Rising Voices of Fundraising: The AFP Emerging Leaders Podcast Association of Fundraising Professionals The UKBitcoinMaster Podcast Series The UKBitcoinMaster Podcast Series - The UK Bitcoin Master The Legal Podcast Network The Legal Podcast Network The Legal Podcast Network (LPN) Rec Tech: the Recruiting Technology Podcast Rec Tech: the Recruiting Technology Podcast Chris Russell Optimizing Your Google Business Profile for Maximum Visibility Optimizing Your Google Business Profile for Maximum Visibility GMB Crush FactSet Evening Market Recap FactSet Evening Market Recap Factset Ash Said It® Show Ash Said It® Show Ash Brown RadioCSIRT RadioCSIRT Radio CSIRT HOGENT: kwaliteit dus! HOGENT: kwaliteit dus! The Podcast Planet Price of Business Show Price of Business Show Price of Business Show JustPaid.io- The Future of Business Finance JustPaid.io- The Future of Business Finance JustPaid.ai eCommerce Fastlane: Shopify Growth Strategies—Where AI Efficiency Meets Human Connection eCommerce Fastlane: Shopify Growth Strategies—Where AI Efficiency Meets Human Connection Steve Hutt | Shopify and eCommerce Expert Daybreak Daybreak The Ken Jim Rohn Motivation Daily Jim Rohn Motivation Daily Jim Rohn ColdFusion ColdFusion Dagogo Harvard Business Review Harvard Business Review HBR Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael Real Money Real Business Podcast Real Money Real Business Podcast Empire Flippers Afternoons Live with Tyler Axness Afternoons Live with Tyler Axness MWC The Moneywise Guys The Moneywise Guys Wealth Management - Community Commodity Week Commodity Week Todd E. Gleason CNBC Business News Update CNBC Business News Update CNBC Not Your Advisor Not Your Advisor Daily Stock Market News under 15 min. No ads. No Politics! Mining Stock Daily Mining Stock Daily Trevor Hall Everything Marketplaces Everything Marketplaces Everything Marketplaces The Shamieka Dean Show ® The Shamieka Dean Show ® Shamieka Dean The Uneducated PT The Uneducated PT Karl O Rourke Yaron Brook Show Yaron Brook Show Yaron Brook NomadTreneur NomadTreneur AC Wilson The Pomp Podcast The Pomp Podcast Anthony Pompliano Biz Talk Today TV Biz Talk Today TV Evergreen Podcasts | CrossCheck Media Fede Tessore - El Podcast Fede Tessore - El Podcast Federico Tessore Ubezpieczenia po ludzku Ubezpieczenia po ludzku Marcin Kowalik Becker’s Healthcare Podcast Becker’s Healthcare Podcast Becker's Healthcare Market Makers Market Makers Market Makers
Challenge the Standard in Financial Advice

Negocios

Challenge the Standard in Financial Advice

Nathan Fradley and Jordan Vaka

S8E8 Q&A #3 (Careers and Ethical Dilemmas)

June 25, 2026 3:07pm 1:10

Take a short flight, with a hot cup of tea (but bring your own teabag) for this episode, where Jordan and Nathan answer some listener questions. They discuss How they got a break into the profession Their advice for new...

S8E7 Your Capacity

June 18, 2026 3:30pm 1:03

How much work can you reasonably get done? How many SOAs per week, per quarter, per 40 week year is youre realistic capacity? Or is that approach old fashioned, and missing so much of the nuance in your capacity to meet ...

S8E6 IPOhhhhhhs...

June 11, 2026 3:00pm 1:07

Well, isn't this all very exciting?! Some big new listings hitting the market and it's such fun watching everybody lose. their. goddamned. minds.  Rules no longer need apply which, in the world of index investing, is kin...

S8E5 Aged Care II: Retention Boogaloo

June 04, 2026 3:00pm 1:03

We've talked about Aged Care before, but things have changed. Lots of things! There are new rules about how fees are calculated, applied and, most importantly for any government agency, renamed. (Who knew 'hotelling' wa...

S8E4 Fine, We'll Do One On The Budget

May 28, 2026 3:00pm 1:13

Apparently the Federal Government dropped some sort of Budget thingamajig the other day. It's got many people in a lather with the injustice of it all.  Dragged into the discussion with their characteristic reluctance to...

S8E3 Paraplanning

May 21, 2026 3:00pm 45 min

Say it with us...paraplanning. Paraplanning.  Paraplanning. Para - planning. What is it, why is it important, who's doing it and how are they doing it? This week's episode - likely the first of a series we'll return to -...

S8E2 CSLR Consultation

May 11, 2026 8:56pm 1:18

We get serious this week. No guest. No banter about dentists or Jordan's latest grievance with... well, you know. Just Nathan and Jordan, a Treasury consultation paper, and a genuine call to action for every financial ...

S8E1 Tax Planning with Martin McGrath

May 07, 2026 3:00pm 1:12

We're proud of all our episodes, but the level of useful gold in this one is incredible.  Joined by regular guest, Martin McGrath, who seems to enjoy ganging up on Jordan as he attempts to corral the conversation into so...

S7E20 The Next Stage with James D'Apice

April 30, 2026 3:00pm 1:14

It's hard to believe that this show has been going long enough to start building traditions, but this is absolutely one of our favourites - our annual check-in with full-time podcaster, part-time lawyer James D'Apice.  J...

S7E19 ID, Advising Non-Couples, Scoping and Insurance Bonds

April 23, 2026 3:00pm 1:01

Following a run of outstanding and informative guests, this week we return to our normal programming - Jordan and Nathan mouthing off about a stack of different things - but this time prompted by listener questions! In t...

S7E18 Human Side of Advice with Brendan Frazier

April 16, 2026 3:00pm 1:20

In this episode Jordan and Nathan are joined by none other than Brendan Frazier, most well known as host of The Human Side of Money Podcast.  The boys discuss How to just get started, and not be a perfectionist The powe...

S7E17 Special Disability Trusts with Kathy Havers

April 09, 2026 3:00pm 1:08

Our recent episode on collaborating with other advisers - 'Playing Well With Others' - is one we're really proud of. And in that episode, Nathan and Jordan both mention the eye-opening experience of working with one spec...

S7E16 Scaling Advice

April 02, 2026 2:00pm 1:18

Is it possible to scale good, quality, personalised financial advice? If it can be done - then how can we do it?  Can we scale the advice without scaling the discovery? How can we find out enough about somebody to know w...

S7E15 Collaborative Estates with Zinta Harris

March 26, 2026 2:00pm 1:06

Financial advisers - you've spent your entire working relationship with your clients helping them build their wealth.  How prepared are you to help them make sure it passes to the next generation/s, without triggering th...

S7E14 Discovery

March 19, 2026 2:00pm 1:02

Quick question for you - is the 'old' way of doing fact finding enough in the current financial advice profession? If it is, great - let us know! But if you don't think it is, if you think that the bar has been lifted, o...

S7E13 Playing Well With Others

March 12, 2026 2:30pm 1:09

Financial advice is a fairly solitary pursuit - the burden sits heavy on our individual shoulders.  But, does it necessarily need to be so? In this week's episode, Nathan and Jordan explore how advisers can, and are, wor...

S7E12 QAR Revisited

March 05, 2026 1:00pm 1:11

Remember QAR? The noise, the fury, the outrage? The column inches, breath and spittle diverted into 'discussing' the Quality of Advice Review? Would it surprise you to be reminded that the final report dropped way back i...

S7E11 Ethics of Engagement

February 26, 2026 1:00pm 59 min

We all know what bad engagement looks like. The shiftiness in the face of the truth, the big sales pitch, over-promises and, sadly, inevitable pain when the truth comes to light.  And we know what good engagement looks l...

S7E10 AI in Advice with Stuart from Claras.ai

February 19, 2026 1:00pm 1:03

This week, we're joined by Stuart Riddle, of Claras.ai - one of the AI offerings in the financial advice market.  Nathan and Jordan start by asking him about the state of AI in financial advice, and expand into: The que...

S7E9 Implementation

February 12, 2026 1:00pm 1:07

This week, Nathan and Jordan try to answer the question - how involved should you, as an adviser, be involved in implementing your advice? Well, they don't try all that hard, but they have a shot at it.  Starting at fair...

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