Challenge the Standard in Financial Advice

S2E1 Practical Efficiency with Sacha Burchgart


Listen Later

This weeks episode has Nathan and Jordan talking with the inaugural FAAA Adviser of the Year - Sacha Burchgart. 

Jordan manages to absolutely mangle the intro - rolling through all sorts of mistakes - before leaving it up to Sacha and Nathan to save the episode. 

In doing so, they discuss:

  • The efficiencies Sacha has found by rolling out a practical tech stack.
  • The critical importance of staff buy-in to the plans of the practice owner. 
  • How empowering staff helps make things 10x better. 
  • How Sacha has structured her business to reflect her plans. 
  • How winning the FAAA award has helped steepen her business's already sharp growth trajectory. 

You know how some tech podcast episodes are a bit too vague and lack practical tips? Well, this isn't one of them. Lots to learn, and a great person to learn it from.

 

You can reach Sacha here: [email protected] 

Check out the fAAA Roadshow here: FAAA Roadshow 2024 - Financial Advice Association Australia

Sacha is presenting at the Albury/Wodonga, Canberra and Brisbane roadshows. 

Reach out to Nathan ([email protected]) and Jordan ([email protected]) to chat about the episode, pass on episode ideas and let us know your thoughts. 

...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
Hamish & Andy by LiSTNR

Hamish & Andy

1,120 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

92 Listeners

The Money Puzzle, with James Kirby by The Australian

The Money Puzzle, with James Kirby

44 Listeners

Ensombl Advice Australia by Ensombl

Ensombl Advice Australia

2 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

59 Listeners

The ifa Show by Momentum Media

The ifa Show

1 Listeners

Your Wealth by NAB

Your Wealth

6 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

10 Listeners

Investing Compass by Morningstar Australia

Investing Compass

26 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

33 Listeners

Retire Right by Glen James

Retire Right

19 Listeners

Chanticleer by Australian Financial Review

Chanticleer

20 Listeners

The Fin by Australian Financial Review

The Fin

14 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

5 Listeners

The Trusted Adviser by Rob Pyne

The Trusted Adviser

0 Listeners