Feb 06 2025 56 mins 2
What makes a 'successful' financial adviser?
Do you feel like a successful financial adviser? If not, why not?
This week's episode is all about answering these questions (and a few more).
Jordan and Nathan highlight:
- The importance of defining your own version of success
- Why articulating and sharing that with the people around you matters
- The metrics that you could measure to track this version of success
And there are some pretty vulnerable moments along the way, where they each unpack their own path towards defining, pursuing and - maybe, sorta - achieving success on their own terms.
Nathan:
Jordan:
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.
