Challenge the Standard in Financial Advice

May 16 2024 2

Challenge the Standard in Financial Advice Podcast artwork

Welcome to the Challenge the Standard podcast - a podcast for financial advisers, by financial advisers. Your hosts, Nathan Fradley and Jordan Vaka, will examine the biases, fixed thinking and status quo in advice. In every episode, we'll dive deep into the world of financial advice, questioning the norms, sparking new ideas and exploring how we could do things better. Our goal is to elevate our professional practices and 'uphold and promote the standards of our profession. So, whether you're a seasoned adviser or a bright new entrant to the Australian market (and beyond), this is where we challenge the standard, together.

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S2E3 End of Life Pt 1

May 16 2024 45 mins

If you're a financial adviser for long enough, you're going to come up against one of life's inevitabilities - the death of a client. And, because you're a diligent financial adviser, your client will have been well prepared. Insurance in place. Estate planning sorted. Wealth invested soundly. But, Nathan and Jordan ask in part 1 of this double-episode, should we actually do wh

S2E2 Your Lifestyle Business with James D'Apice

May 09 2024 56 mins

Look, I'll be honest - I don't really know how to caption this episode. It's chaotic, it's hilarious, it's interesting and it was fun as all get out to record. We're joined by James D'Apice, of Gravamen Law and the Coffee and a Case Note podcast. And, wooee, does it get wild. Belt up, listen in and join us for the ride. Plus, you can reach James via: https://gravamen.com.au/ Ja

S2E1 Practical Efficiency with Sacha Burchgart

May 02 2024 56 mins

This weeks episode has Nathan and Jordan talking with the inaugural FAAA Adviser of the Year - Sacha Burchgart. Jordan manages to absolutely mangle the intro - rolling through all sorts of mistakes - before leaving it up to Sacha and Nathan to save the episode. In doing so, they discuss: The efficiencies Sacha has found by rolling out a practical tech stack. The critical importa

S1E20 Long Story Short with Jayden Adams

Apr 19 2024 44 mins

This week the boys are joined by Jayden Adams, Director and Financial Adviser at Adams Financial Group. Knowing from a young age he wanted to be a financial adviser, but not knowing the best path, Jayden takes Nathan and Jordan through his journey to date. Jayden discusses what he wishes he'd have known earlier, as well as the tips and ideas he'd like to pass on to upcoming finan

S1E19 Annuities

Apr 11 2024 51 mins

Back to a technical topic, this week the boys discuss Annuities, looking at How they work Where adviser reluctance may come from How to identify clients that Lifetime annuities may be appropriate for What to watch out for And of course a bit of off topic banter. Remember, this is just a podcast and is not to be taken as financial advice. As always, Nathan can be reached vi

S1E18 (Relevant) Risk Profiling

Apr 04 2024 46 mins

In this episode, Nathan and Jordan tackle the (at-times controversial) risk profile questionnaire. Where does it come from? How relevant is the old tick-box questionnaire in a modern advisory practice? How can it protect clients, and advisers? And how can advisers take what's often been viewed as a perfunctory exercise in nothingness and make it useful, valuable and interesting for

S1E17 James O'Reilly

Mar 28 2024 52 mins

In this week's episode, Nathan and Jordan speak with James O'Reilly of Northeast Wealth. James - a long-time challenger of the standards in financial advice - discusses: The uniquely tantalising idea of Budget night in a house full of financial advisers. His path to building a practice aligned with his values, beliefs and priorities. The small steps they took as they made the BI

S1E16 Divorce

Mar 21 2024 53 mins

Divorce is one of life's most tumultuous transitions. So the more assistance and guidance you can get as you navigate that path, the better. But, as Jordan and Nathan explore in this episode, it can be hard to work out where financial advice can fit in the picture. After several years focusing in the area, they discuss: The three phases of the divorce process The differences betw

S1E15 Video SOAs

Mar 14 2024 59 mins

This week, we're discussing Video SOAs. What are they, how are they helpful and - most critically - what are they NOT? Jordan spends some time unpacking the process he follows in preparing advice, and Nathan provides clear guidance on how reviewing and rejigging that approach can lead to better client, adviser and practice outcomes. If you've been wondering whether Video SOAs are a

S1E14 Martin McGrath

Mar 07 2024 55 mins

In this week's episode, Jordan and Nathan are joined by Martin McGrath of Financial Edge Group. An accomplished business owner and financial adviser, Martin is the winner of the FAAA's CFP of the Year award. In this episode, Martin takes us through: His journey from accountant to financial adviser to business owner to specialist. Why he decided to (strictly) focus his business on