Description

Time for more dilemmas - this time, what do you do when a client (strongly) hints they want to end their marriage?

How do you handle the disclosure? How do you advise them? What do you do about the partner?

Throw in TPD, infidelity, a brief detour in ASIC's SMSF report and a healthy dose of uncertainty, and you've got this week's episode. 

In it, Jordan and Nathan:

• Propose frameworks to help you navigate this very thorny issue
• Thank the wonderful advisers who have posed these questions recently
• Congratulate all of you out there expanding the remit of financial advice, by examining your own thoughts and approaches
• Disagree on some bits and bobs

Three case studies. Lots of overlap, but also lots of interesting nuance and variation. 

PS: Like the new character image? Thank Mr Fradley's creativity for the evolution of our logo!

𝐋𝐢𝐧𝐤 𝐭𝐨 𝐐𝐮𝐢𝐳: https://quiz.ensombl.com/NATH-25112611-35210001

- Professionalism and Ethics: 0.75

- Client Care and Practice: 0.25

𝐂𝐏𝐃 𝐀𝐜𝐜𝐫𝐞𝐝𝐢𝐭 𝐲𝐨𝐮𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐥 𝐥𝐞𝐚𝐫𝐧𝐢𝐧𝐠

If you want to be able to accredit the informal learning you complete as part of your professional development check out CPD check at

https://www.cpdcheck.com/

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.