Challenge the Standard in Financial Advice

S4E12 Adviser Activity


Listen Later

In a worryingly slow turnaround time, this week's episode is a full 7 days after Nathan wrote, published and shared our survey around The Activity of the Average Adviser. 

We're disappointed at taking nearly half as long as your average insurance amendment quote, so would like to apologise to our listeners. 

Even so, hopefully you enjoy our examination of the first dataset provided by our generous listeners (in seriousness - having 42 people take the time to share their thoughts on this is incredibly lovely, so thank you). 

In this episode, Nathan and Jordan unpack the data and ask:

  • Is that number of new client appointments per week surprising?
  • How have we historically calculated the potential activity of a 'successful' adviser?
  • Who's paying the real cost for discounted financial advice?
  • And in Jordan's apparently unquenchabvle desire to annoy, he puts his opinion about the affordability of advice out there. 

This was such a fun episode to record and just reinforced even further how wonderful this community is that's building around our podcast. It really feels like we're all on similar journeys, trudging through similar quicksand and focused on similarly appealing futures. 

Thanks for joining us!

 

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

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. 

 

...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

1,117 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

93 Listeners

The Money Puzzle, with James Kirby by The Australian

The Money Puzzle, with James Kirby

45 Listeners

Ensombl Advice Australia by Ensombl

Ensombl Advice Australia

3 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

60 Listeners

The ifa Show by Momentum Media

The ifa Show

1 Listeners

Your Wealth by NAB

Your Wealth

5 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

10 Listeners

Investing Compass by Morningstar Australia

Investing Compass

27 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

35 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

13 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

5 Listeners

The Trusted Adviser by Rob Pyne

The Trusted Adviser

0 Listeners