Challenge the Standard in Financial Advice

S1E10: Misrepresenting Value


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This week, Nathan and Jordan address a big topic that might ruffle a few feathers - misrepresenting the value we provide clients in our advice. 

This episode covers a lot of ground, including

  • debating where the value actually is in what we do
  • how the use of projections in our advice can be a two-edged, and dangerous, sword
  • Why, if they're not tailored, then they're useless
  • And how a recent FSCP decision demonstrates the huge potential for misrepresentation to blow up in our faces. 

Also - a Fradcoin update and another potential sponsorship pitch. 

Its a rambler. Enjoy. 

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Challenge the Standard in Financial AdviceBy Nathan Fradley and Jordan Vaka


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