Challenge the Standard in Financial Advice

S8E7 Your Capacity


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How much work can you reasonably get done?

How many SOAs per week, per quarter, per 40 week year is youre realistic capacity?

Or is that approach old fashioned, and missing so much of the nuance in your capacity to meet your goals, in the short term but in the long term?

Given it's the end of financial year, Jordan and Nathan reflect on

  • The difference between motivation and consistency
  • The factors that influence your capacity
  • How time, output, culture, systems and processes influence capacity
  • How knowing yourself and your team, and setting boundaries is just as important as the numbers
  • How a burrito in the sun is the key to happiness

As usual this episode sets out to deliver a structured approach to capacity planning, but quickly meanders to philosophy and nonsense.

CPD For this Episode: https://quiz.ensombl.com/NATH-26061812-31310001

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

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.

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Challenge the Standard in Financial AdviceBy Nathan Fradley and Jordan Vaka


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