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Building an outstanding financial planning practice boils down to two, simple (but not easy) ideas - finding new people to work with, and making the process of working together efficient, effective and excellent.
Jordan and Nathan have discussed the second part of that equation - now it's for the first part: finding new people to work with.
In this week's episode, they talk about the importance of knowing your desired audience, defining who you're going to help and finding the right approach and channel for you and the business you want to build.
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 VakaBuilding an outstanding financial planning practice boils down to two, simple (but not easy) ideas - finding new people to work with, and making the process of working together efficient, effective and excellent.
Jordan and Nathan have discussed the second part of that equation - now it's for the first part: finding new people to work with.
In this week's episode, they talk about the importance of knowing your desired audience, defining who you're going to help and finding the right approach and channel for you and the business you want to build.
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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