Is it possible to scale good, quality, personalised financial advice? If it can be done - then how can we do it?
Can we scale the advice without scaling the discovery? How can we find out enough about somebody to know what advice they don't need - and how do we have to charge for that work?
How can you, as a professional adviser, exercise and evidence your professional judgment about what a client needs - while not being bound only to what they want?
Why is an episode on the efficiency of scaling advice to keep it within limits the longest episode we've recorded?
Why are there so many questions? Is it because these knuckleheads have no answers?
Perhaps...
You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.
CPD For this Episode: https://quiz.ensombl.com/NATH-26040210-03490001
Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.
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.
