Description

We're getting philosophical again this week, but unlike our other meanderings up our own backsides - this one has real value for listeners*. 

Nathan realised recently that our job as advisers comes down to one, big concept: expectations. 

Helping clients recognise, articulate, explore, challenge and achieve their expectations. 

This seed of an idea triggered a conversation that touches on:

• The gap between aspirations and expectations (and whether the value of our advice sits in there)
• The power of challenging a clients expectations
• What you can achieve by asking a client about their expectations - and whether their expected destination lines up with their desired one
• How the strength of your questioning around expectations ultimately aligns with your value and quality as an adviser

It's a big, wonderful topic and we loved recording this episode. Be sure to share it with anybody you know who is curious about advice, and how to tweak the way they're delivering it. 

*You're welcome for me not including the word 'nuggets' in this opening line.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

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. 

If you see this, Jordan forgot to do the text.