Description

Fresh off the release of his first book - Retire Life Ready - we're joined by James Wrigley.

With the largest following on social media of any Australian financial adviser*, James is building his practice by talking to people on all the social platforms. 

Which is why, in this episode, we studiously ignored talking about social media or marketing. 

Instead, we wanted to know about his experience working within a larger firm:

• How do they structure their teams?
• What're the key considerations with managing the people around you?
• How are they sharing the work that James' public profile is bringing in?
• What are some of the challenges advisers face when working within a business that offers asset management as a product?
• Who does he have in his top 10 friends list on his MySpace page, and how does he avoid upsetting people in the office when he - inevitably - leaves them out?

*I think this is true?

CPD For this Episode: https://quiz.ensombl.com/NATH-25111312-08020001

- Technical Competence: 0.75

- Client Care and Practice: 0.25

James:

James.Wrigley@firstfinancial.com.au

James Wrigley - First Financial

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.