Listen "S7E4 The Business of Advice with Patrick Flynn"
Episode Synopsis
Get in touchContinuing our streak of bringing people on, then putting them in commercially awkward positions by asking silly questions, we're joined in this episode by Patrick Flynn of Simply Kaizen. Who, despite our shenanigans, is happy to discuss: Why the leap from 1-2 advisers to 7+ is across such a large canyon Where Kaizen comes from and how it feeds into his philosophy about the business of advice Why the skills that make you a great financial adviser may not make you a great business owner - and why that's ok The red lines we get to - have to? - draw as business owners when it comes to managing around the people we work with. The two big things all practice should ensure are ship shape before doing anything else. 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-25121110-19530001 Patrick: Get in touch The Trust Canyon (As discussed at Congress) Another interesting blog on leadership 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
S7E3 Weaknesses
04/12/2025
S7E2 Can You Act? Divorce Dilemmas
27/11/2025
S6E20 The James Wrigley Episode
13/11/2025
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
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.