What do you do if a new client comes in, having received poor advice from another adviser?

On this weeks episode Jordan and Nathan discuss the complexity that comes with dobbing in poor advice including

• Assessing if it is infact poor advice, 
• Whether you should speak to the adviser yourself,
• Whether the client wants to do anything about it &
• If this consideration changes when you beleive this to be structural or systemic

At the end of the episode the boys also sheepishly call out for votes on the Financial Standard Power 50 Most Influential Adviser awards, which they have both made finalists on. 

Nathan is going for his 4th year, but Jordan hasnt made it yet, so please give him a vote (if you get value out of our podcast that is)

 

***Tech Apology, Nathans Mic wasnt secured properly this week and taps around a bit. ***

FS Power50 | Financial Standard