Get in touchContinuing our streak of bringing people on, then putting them in commercially awkward positions by asking silly questions, we're joined in this episode by Patrick Flynn of Simply Kaizen.

Who, despite our shenanigans, is happy to discuss:

• Why the leap from 1-2 advisers to 7+ is across such a large canyon
• Where Kaizen comes from and how it feeds into his philosophy about the business of advice
• Why the skills that make you a great financial adviser may not make you a great business owner - and why that's ok
• The red lines we get to - have to? - draw as business owners when it comes to managing around the people we work with.
• The two big things all practice should ensure are ship shape before doing anything else.

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

CPD For this Episode: https://quiz.ensombl.com/NATH-25121110-19530001

Patrick:

Get in touch

The Trust Canyon (As discussed at Congress)

Another interesting blog on leadership

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.