This week, we conclude our Ongoing Advice series with the one, the only Michael Back. 

Renowned by advice firms that know what's what, Michael has long helped advice practices take their client experience to the next level. 

So we've asked him to come on to help us explore the CX part of Ongoing Advice, with a very particular focus on the value of all the coaching advisers do for their clients. 

What is coaching, how does our version differ from the one you might have in mind, and why are we all so hung up on charging for these amazing, but intangible, services?

Jordan says this one was hard to keep on track, with the digressions and diversions threatening to overwhelm. 

"But a Goofyphile would say that, wouldn't he" says Nathan.

It's a fun episode - and a worthy cap to this enjoyable series on Ongoing Advice. 

 

You can reach Michael via his LinkedIn Page.

 

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

www.planningsolo.com.au

LinkedIn: 

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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.