S8E9 ASIC REP 833
Hot new ASIC report dropped this week and just like the classic, finger-on-the-pulse tastemakers they are, Nathan and Jordan are here to unpack it. Donning their best Meldrum-style hats, Nathan and Jordan dive into REP ...
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Challenge the Standard in Financial Advice
Nathan Fradley and Jordan Vaka
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Talking Glass Media, LLC
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ELANA Trading
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Aaron Novello
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Aesha Tahir
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KGCI: Real Estate on Air
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Challenge the Standard in Financial Advice
Nathan Fradley and Jordan Vaka
S8E8 Q&A #3 (Careers and Ethical Dilemmas)
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
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...
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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...