Challenge the Standard in Financial Advice

S1E17 James O'Reilly


Listen Later

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. 

...more
View all episodesView all episodes
Download on the App Store

Challenge the Standard in Financial AdviceBy Nathan Fradley and Jordan Vaka


More shows like Challenge the Standard in Financial Advice

View all
Motley Fool Money by LiSTNR

Motley Fool Money

87 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

18 Listeners

Ensombl Advice Australia by Ensombl

Ensombl Advice Australia

3 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

54 Listeners

The ifa Show by Momentum Media

The ifa Show

0 Listeners

Your Wealth by NAB

Your Wealth

8 Listeners

The Elephant In The Room Property Podcast | Inside Australian Real Estate by Veronica Morgan & Chris Bates

The Elephant In The Room Property Podcast | Inside Australian Real Estate

16 Listeners

FirstTech Podcast by Craig Day

FirstTech Podcast

2 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

9 Listeners

Straight Talk with Mark Bouris by Mentored.com.au

Straight Talk with Mark Bouris

151 Listeners

Retire Right by Glen James

Retire Right

26 Listeners

Chanticleer by Australian Financial Review

Chanticleer

15 Listeners

The Fin by Australian Financial Review

The Fin

22 Listeners

15 Minutes with the Boss by The Australian Financial Review

15 Minutes with the Boss

10 Listeners

The Trusted Adviser by Rob Pyne

The Trusted Adviser

0 Listeners