Description

In this episode Jordan and Nathan are joined by none other than Brendan Frazier, most well known as host of The Human Side of Money Podcast. 

The boys discuss

• How to just get started, and not be a perfectionist
• The power of questions, but why the words themselves are not the most important aspect in a client engagement.
• How leaning into the Human side creates a moat in a world of AI (yes of course we talked about AI)

This ep has been a long time coming, and its well worth it! 

Human Side of Money (Apple)

Human Side of Money (Spotify)

RFG Advisory YouTube Channel

Brendan's LinkedIn

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. 

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-26042002-08120001

 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.