Challenge the Standard in Financial Advice

S1E17 James O'Reilly


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In this week's episode, Nathan and Jordan speak with James O'Reilly of Northeast Wealth. 

James - a long-time challenger of the standards in financial advice - discusses:

  • The uniquely tantalising idea of Budget night in a house full of financial advisers. 
  • His path to building a practice aligned with his values, beliefs and priorities.
  • The small steps they took as they made the BIG decision to only work with ethically aligned investments.
  • The opportunity financial advisers have ahead of them to intentionally build a practice that leaves a legacy they can be proud of. 
  • The mechanics of helping clients identify their own ethical priorities - and translating them into sensible, useful investment decisions. 

James is an outstanding adviser with a powerful, unique perspective on advice, business and life. Tune in to learn more and maybe pick up a few things you can take back into your own practice. 

You can find James on LinkedIn, or via the Northeast website. 

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Challenge the Standard in Financial AdviceBy Nathan Fradley and Jordan Vaka


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