Listen "S4E4 Marketing"
Episode Synopsis
Building an outstanding financial planning practice boils down to two, simple (but not easy) ideas - finding new people to work with, and making the process of working together efficient, effective and excellent. Jordan and Nathan have discussed the second part of that equation - now it's for the first part: finding new people to work with. In this week's episode, they talk about the importance of knowing your desired audience, defining who you're going to help and finding the right approach and channel for you and the business you want to build. Nathan: [email protected] www.nathanfradley.com.au Jordan: [email protected] 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.
More episodes of the podcast Challenge the Standard in Financial Advice
S6E19 The Investment Dilemma
06/11/2025
S6E18 Ethics of CPD with Clayton Daniel
30/10/2025
S6E17 Referrals
23/10/2025
S6E16 Expectations
16/10/2025
S6E15 First Meetings
09/10/2025
S6E13 Private Assets
25/09/2025
S6E12 Roll for Niche
18/09/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.