Description

This week, Nathan and Jordan try to answer the question - how involved should you, as an adviser, be involved in implementing your advice?

Well, they don't try all that hard, but they have a shot at it. 

Starting at fairly opposite ends of the spectrum, they try to discuss:

• Working out who's job it is to get the forms signed
• If it's not your job, who's is it?
• How involved should you still be, even if you're not the one doing the forms?
• Now that how we get paid has been (should be?) severed from whether somebody implements our recommendations, does implementation have the same weight?
• Why are printers so rubbish still?

This isn't a topic people discuss very much, but Nathan and Jordan are confident that it's an area ripe for challenging...and discussing...and questioning. 

So, have at it and let us know how involved YOU are with implementing your financial advice!

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-26021111-24240001

 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:

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.