100 episodes! 100 episodes of these two goons meandering around topics that affect, interest and bewilder financial advisers in Australia.

To celebrate this milestone, Nathan and Jordan have decided to meander around the topic of 'power' in financial advice.

Who has it, who doesn't, why they do (and don't), how they can exercise it and how we can increase it.

It is, like most of our oddly popular ones, very philosophical, very meandering and filled with outdated pop culture references (they fly together, just so you know).

Enjoy the pod and here's to an undetermined number of more episodes into the future!

Thanks for listening.

Chuffed - Aunty Donna:

https://youtu.be/o4fHlldbRHo?si=YehRABoc6fmhqQl6

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

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.

We genuinely had a plan for this episode...and then it just ran right off the rails.

Which is a shame*.

Because ASIC have updated their regulatory guidance around Conflicts of Interest, in Regulatory Guide 181.

And it's good.

Useful. Broader than before, touching on a wider range of potential conflicts amongst a much larger ecosystem than was the case when it was last refreshed (2004, ahem).

It's one of our longest episodes, but even with our weird tangents and Simpsons quotes and more Willy Wonka recitations than you'd expect, we think it's still actually pretty helpful.

Hopefully, anyway.

*A hilarious, rollercoaster, digression-filled jaunt through our year-end tired minds, shame.

Link to the RG: RG 181 AFS licensing: Managing conflicts of interest | ASIC

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

CPD For this Episode: https://quiz.ensombl.com/NATH-25121808-54570001

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

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.

Get in touchContinuing our streak of bringing people on, then putting them in commercially awkward positions by asking silly questions, we're joined in this episode by Patrick Flynn of Simply Kaizen.

Who, despite our shenanigans, is happy to discuss:

• Why the leap from 1-2 advisers to 7+ is across such a large canyon
• Where Kaizen comes from and how it feeds into his philosophy about the business of advice
• Why the skills that make you a great financial adviser may not make you a great business owner - and why that's ok
• The red lines we get to - have to? - draw as business owners when it comes to managing around the people we work with.
• The two big things all practice should ensure are ship shape before doing anything else.

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

CPD For this Episode: https://quiz.ensombl.com/NATH-25121110-19530001

Patrick:

Get in touch

The Trust Canyon (As discussed at Congress)

Another interesting blog on leadership

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

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.