As an Australian financial adviser, you've heard of your Approved Product List, or APL. 

But do you have a Preferred Product List, or PPL (we're making it a thing). 

Of course you have the product you prefer, but how robust is the methodology you've used to build that out?

Is it aligned with your ideal client, the space you work in, your investment philosophy, business priorities and beliefs?

In this week's episode, Nathan and Jordan piggyback off their recent work in reviewing their own PPLs to talk about them in more detail.

There's reference to ASIC's views, licensee perspectives, tips on how to tackle the project yourself and the (many) benefits that come with filtering the entire universe of products down to your own, preferred product list. 

 

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.