Feb 27 2025 63 mins 2
In a worryingly slow turnaround time, this week's episode is a full 7 days after Nathan wrote, published and shared our survey around The Activity of the Average Adviser.
We're disappointed at taking nearly half as long as your average insurance amendment quote, so would like to apologise to our listeners.
Even so, hopefully you enjoy our examination of the first dataset provided by our generous listeners (in seriousness - having 42 people take the time to share their thoughts on this is incredibly lovely, so thank you).
In this episode, Nathan and Jordan unpack the data and ask:
- Is that number of new client appointments per week surprising?
- How have we historically calculated the potential activity of a 'successful' adviser?
- Who's paying the real cost for discounted financial advice?
- And in Jordan's apparently unquenchabvle desire to annoy, he puts his opinion about the affordability of advice out there.
This was such a fun episode to record and just reinforced even further how wonderful this community is that's building around our podcast. It really feels like we're all on similar journeys, trudging through similar quicksand and focused on similarly appealing futures.
Thanks for joining us!
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.
