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It's fun, shiny and exciting - but is chasing the newest part of your tech stack really going to help you with your business?
In this week's episode, Nathan and Jordan unpack the role of the tech stack you use in your practice.
They discuss:
They run through a few of the systems they're using, but also flag where they're coming up short and why all tech choices are compromises.
Adviser Capacity Questionnaire
Adviser Activity Numbers
Nathan:
www.nathanfradley.com.au
Jordan:
www.planningsolo.com.au
LinkedIn:
Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
By Nathan Fradley and Jordan VakaIt's fun, shiny and exciting - but is chasing the newest part of your tech stack really going to help you with your business?
In this week's episode, Nathan and Jordan unpack the role of the tech stack you use in your practice.
They discuss:
They run through a few of the systems they're using, but also flag where they're coming up short and why all tech choices are compromises.
Adviser Capacity Questionnaire
Adviser Activity Numbers
Nathan:
www.nathanfradley.com.au
Jordan:
www.planningsolo.com.au
LinkedIn:
Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

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