Whether it's sheer coincidence or not, Nathan and Jordan have happened to have a few...interesting pricing cases float their way since last week's episode on Pricing. 

So in this one, they take the time to examine two examples of pricing in the market. Anonymised, but detailed enough to provide lots of meaty discussion, including:

• How much is too much to charge for financial advice?
• Who are we to have an opinion about what other advisers are charging?
• Are our own biases colouring how we see things?
• What responsibility do individual advisers have to bear the cost of fixing a clients previous  mistakes?
• Is an SoA going to give us enough information to make an informed judgment of another adviser's fees?
• What of Standard 12? Hmmm? Well, hmmm?

This one was a lot of fun, and that fun was amplified by the wonderful occurence this past week of having multiple advisers get in touch to say nice things about this podcast. It's so nice and rewarding for us to hear that this little project of ours is having an impact in the lives of practitioners out there. 

We really hope we're hitting the mark, and capturing those conversations we know other practitioners are having out there. And, as always, trying to remind you that there are way more of us out there than you'd think - you're not alone, you glorious oddball you.  

Professional Planner article: Push to serve 200 clients throws adviser burnout risk into spotlight - Professional Planner

LinkedIn: 

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

 

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

www.planningsolo.com.au

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.