
Sign up to save your podcasts
Or


Managing to keep the meandering at the start of the ep to a - wide ranging and flower-heavy - minimum, Nathan and Jordan quickly get on task today to discuss getting paid.
From choosing how to structure the timing of when you get paid for your work as a financial adviser, to the methods you offer clients, to handling that blessedly rare occasion of a client stiffing you on a bill, they try to explore all the considerations of the topic.
Because, as a professional financial adviser, you add immense amounts of value to your clients lives. But do you believe in that value enough to expect to be paid your full worth?
And what decisions, steps and systems have you put in place to make sure that happens without the biggest impediment (i.e., you. Us. Advisers.) getting in the way?
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-26020906-00480001
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 VakaManaging to keep the meandering at the start of the ep to a - wide ranging and flower-heavy - minimum, Nathan and Jordan quickly get on task today to discuss getting paid.
From choosing how to structure the timing of when you get paid for your work as a financial adviser, to the methods you offer clients, to handling that blessedly rare occasion of a client stiffing you on a bill, they try to explore all the considerations of the topic.
Because, as a professional financial adviser, you add immense amounts of value to your clients lives. But do you believe in that value enough to expect to be paid your full worth?
And what decisions, steps and systems have you put in place to make sure that happens without the biggest impediment (i.e., you. Us. Advisers.) getting in the way?
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-26020906-00480001
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.

13 Listeners

62 Listeners

89 Listeners

21 Listeners

49 Listeners

2 Listeners

61 Listeners

1 Listeners

21 Listeners

10 Listeners

204 Listeners

34 Listeners

15 Listeners

22 Listeners

15 Listeners