Listen "S6E4 Client Philosophy 101"
Episode Synopsis
This one gets weird... Or, more professionally, it gets introspective. Philosophical. Meandering. Circuitous. Solipsistic. Navel-gazing. Because this week, Nathan and Jordan are exploring the most arcane topic they've yet covered on Australia's Nichest Podcast: When does a client become a client - and when do they stop being a client? Because while we all 'know' what a client is, did you know it's not defined in any of the legislative or regulatory material we carry around on our shoulders, Atlas-like? And so we explore this topic - from the top-down, to the side, to the other side, inside out, upside down, on our heads, from around the corner and in all sorts of interesting, looping ways. Like a Christopher Nolan film, but with a slightly smaller SFX budget, this one will hopefully make you think, make you yell at your podcast player and ask your own odd question about this thing we all do. The LinkedIn Post: https://www.linkedin.com/posts/jordan-vaka_for-the-financial-advisers-out-there-two-activity-7348599291512356865-jtah?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAETjYwBJl-o206ehOjE85kiX12WAEVN4Uk 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
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