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PODCAST

Challenge the Standard in Financial Advice

Nathan Fradley and Jordan Vaka

Welcome to the Challenge the Standard podcast - a podcast for financial advisers, by financial advisers. Your hosts, Nathan Fradley and Jordan Vaka, will examine the biases, fixed thinking and status quo in advice. In every episode, we"ll dive deep into the world of financial advice, questioning the norms, sparking new ideas and exploring how we could do things better. Our goal is to elevate our professional practices and "uphold and promote the standards of our profession. So, whether you"re a

business management

All Episodes

01:02:41

S5E7 Ongoing Advice - Designing the Review

Challenge the Standard in Financial Advice ·

2025/06/19

Continuing the Ongoing Advice series, this week Nathan and Jordan dive into the mechanics of delivering ongoing advice. Specifically - designing the review meeting/s (don't let it be said this podcast goes too wide with its topics...). They talk about how their own view has evolved through the series, and examine the different ways you could structure your time in the review. Start by asking lots of questions: How many meetings? Will the meeting be a data gathering one, an engagement one, or a

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57:40

S5E5 Ongoing Advice - Ethical Dilemmas

Challenge the Standard in Financial Advice ·

2025/06/12

Continuing our Ongoing Advice series, this week Nathan and Jordan unpack some of the various ethical dilemmas that advisers can face while maintaining a long-term relationship with clients. And we're talking about the real dilemmas, not the no-brainer ones. Things like: For new clients, how do you judge if they even need ongoing advice? If your business has the position that all clients need to become ongoing clients, how do you resolve that when you feel like some clients might not need it? How

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01:14:32

S5E5 Ongoing Advice - Providing Value with Thabojan...

Challenge the Standard in Financial Advice ·

2025/06/05

A key question for Nathan and Jordan as they explore this series on Ongoing Advice is whether or not it's different to 'upfront' advice. This week's guest, Thabojan Rasiah of Rasiah Private Wealth Management, firmly believes that it's not. That it's all 'advice', and that the real value of working with a financial adviser comes from the exponential benefits of a longer term relationship. Thabojan thinks about advice differently, which is why when he discusses things like: The difference between

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59:54

S5E4 Ongoing Advice - Pillars of Value with Martin...

Challenge the Standard in Financial Advice ·

2025/05/29

Continuing our series on Ongoing Advice, this week we are joined again by Martin McGrath of Financial Edge Group. Martin, former CFP of the year and - arguably more important - former guest on the show, shares with us: how critical an ongoing relationship is with their clients numbers around how many new clients go from onboarding to ongking how they’ve worked out their fees the touch points they use to deliver value to their clients across the year the challenges of pricing work beyond the

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56:33

S5E3 Ongoing Advice Efficiency with Selin Ertac

Challenge the Standard in Financial Advice ·

2025/05/23

In this episode of Challenge the Standard in Financial Advice, the boys welcome Celine Ertak from Tangelo Advice Consulting. They discuss the evolution of Tangelo, the importance of compliance as an outcome of good business practices, and the challenges faced by financial advice firms in establishing clear strategies. The conversation delves into the significance of ongoing advice, client engagement, and innovative community-building events. They also explore the cadence of client interactions,

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58:56

S5E2 Ongoing Advice Series - Legislation & Regulations

Challenge the Standard in Financial Advice ·

2025/05/16

Starting off a new series with an episode dedicated to reviewing legislation and regulations might, for any other podcast, be pretty dull. But that's exactly what Jordan and Nathan take on this week - what the actual legislative and regulatory background is when it comes to Ongoing Advice. From INFO256 to INFO286, pre-FoFA, Corps Act and the documentary requirements of a compliant Ongoing Advice Agreement, we get right into the weeds. Partly because this is new to us, partly out of curiousity -

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56:31

S5E1 Intro to Our Ongoing Advice Series

Challenge the Standard in Financial Advice ·

2025/05/08

After the success of our series on the ins and outs of the PY, Nathan and Jordan have decided to launch another series focused on a very specific, very important part of financial advice - Ongoing Advice. In this week's episode, they walk through their plans for the series, as well as where they're coming from as they embark down this path. They agree on a few big points: Ongoing assistance of clients is hugely valuable. Defining what you want to achieve with ongoing advice is crucial. Ongoing

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01:08:36

S4E20 Neurodiversity with Katherine Spitzkowsky

Challenge the Standard in Financial Advice ·

2025/05/01

This week's episode is a must-listen, especially for any business owners or managers out there. Katherine Spitzkowsky, of Yulania Financial, takes us through the power of meeting people where they are - clients, staff, family, friends. She helps us explore the realities of working with the neurodiverse population and shows the care and attention that empathetic advisers bring to their practice. And the bit at the end, where we talk about the logistical realities of employing people with the

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01:07:43

S4E19 Discussing Big Issues with Sarah Abood

Challenge the Standard in Financial Advice ·

2025/04/17

In this week's episode, Nathan and Jordan speak with Sarah Abood, CEO of the FAAA. Sarah and her team have been in the front lines for all of the big fights affecting advice in recent years, from: The outrageous debacle that is CSLR The quicksand that's been the QAR > DBFO stream The ballooning costs of providing advice And the myriad of other issues affecting members of the peak body for advisers. In this conversation, Sarah's good enough to entertain our questions, thought bubbles and general

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59:54

S4E18 Q & A

Challenge the Standard in Financial Advice ·

2025/04/10

We're mixing it up this week - breaking away from our usual programming around one big topic, to answering a handful of the questions we've had come through. Ranging from dealing with overly-long SoAs, the power of peer groups, living in a vertical house of integrated conflicts, the questions are universally interesting, well-worded and powerful. The answers, well, they're ok, by comparison. The most powerful question though, that brought an unexpected and unusual level of introspection to

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01:04:44

S4E17 'Fixing' SoAs

Challenge the Standard in Financial Advice ·

2025/04/03

Aren't SoAs just the worst? Clients hate them. Regulators hate them. We hate them. If only the DBFO changes had have swept them away and saved us. Instead, we get stuck with that throwback to the 80s - the CAR. Nothing's changed, what're they doing, come on. Well. Yes and no, is our argument in this week's episode. You're right - nothings really changed. But also - there's nothing in the current rules that says SoAs need to be the dogs breakfast of templated text, disclaimers and pointless

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01:01:03

S4E16 Branding with Abi Gatling

Challenge the Standard in Financial Advice ·

2025/03/27

A recurring theme in this latest series is the idea that being clear on who you love to serve, how you serve them and the value you provide them is, really, the key to success in financial advice. Entwined with this idea is the importance of how you're branding yourself - as a practitioner, business owner and professional. Which is why we've invited Abi Gatling of Crisp Communications on to this week's episode, to unpack just what branding is. In a fun chat, Abi helps us by explaining: What

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01:09:24

S4E15 Growing a Firm with James D'Apice

Challenge the Standard in Financial Advice ·

2025/03/20

We were going to call this one 'Return of the D'Ap', in line with the Mark Morrison classic jam. But, as with all things Challenge the Standard, we've gone the more professional and serious route for this return episode with James D'Apice. Founder of Gravamen. purveyor of Coffees and Case Notes, prolific podcast participant, you probably know James from his online presence (or his previous appearance on this podcast). We had great fun checking back in with James about: how he's going tracking the

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01:01:00

S4E14 The Review SoA Dilemma

Challenge the Standard in Financial Advice ·

2025/03/13

It's an ethical dilemma all advisers have faced - should you charge ongoing clients for new SoAs? And if you should, then how do you do it? Or, if you think you shouldn't - why not? This week's episode sees Jordan and Nathan explore this potentially thorny topic, but with the clear goal of unpacking why this is something that makes so many of us feel so uncomfortable. Is it because, as Nathan puts it, the SoA 'is an us problem, it's not a client problem', so we're uncomfortable passing on that

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01:11:56

S4E13 Cybersecurity

Challenge the Standard in Financial Advice ·

2025/03/06

This week's episode is a unique one - informative and terrifying. Well, terrifying if you're as nervous about a cyber breach as Jordan is. Our guest this week, the unflappable Fraser Jack, joins Nathan in more calmly exploring the importance of cybersecurity for professional service firms. Fraser takes us through: Their approach, which involves starting with the Big Picture and rolling from there to eventually the tech solutions (instead of the other, arguably more common but less effective)

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01:03:32

S4E12 Adviser Activity

Challenge the Standard in Financial Advice ·

2025/02/27

In a worryingly slow turnaround time, this week's episode is a full 7 days after Nathan wrote, published and shared our survey around The Activity of the Average Adviser. We're disappointed at taking nearly half as long as your average insurance amendment quote, so would like to apologise to our listeners. Even so, hopefully you enjoy our examination of the first dataset provided by our generous listeners (in seriousness - having 42 people take the time to share their thoughts on this is

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01:00:09

S4E11 Tech Stack

Challenge the Standard in Financial Advice ·

2025/02/20

It's fun, shiny and exciting - but is chasing the newest part of your tech stack really going to help you with your business? In this week's episode, Nathan and Jordan unpack the role of the tech stack you use in your practice. They discuss: What's the best approach to searching out new tech? What are some of the pitfalls to avoid? Will new tech solve all your problems, like the sales pitch says? They run through a few of the systems they're using, but also flag where they're coming up short and

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44:24

S4E10 Connecting & Referring

Challenge the Standard in Financial Advice ·

2025/02/13

Every successful (throwback to last week) advisory practice will have found a way to bring more referrals into the business. But, in this weeks episode, Jordan and Nathan explore some of the other parts of the referral equation. For instance: Is there such a thing as a 'bad' referral? How can you increase the chances of a referral contributing to the business you're trying to build (instead of making it harder)? How important is it to have solutions for referrals out of your business? Be it to

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56:51

S4E9 Defining Success

Challenge the Standard in Financial Advice ·

2025/02/06

What makes a 'successful' financial adviser? Do you feel like a successful financial adviser? If not, why not? This week's episode is all about answering these questions (and a few more). Jordan and Nathan highlight: The importance of defining your own version of success Why articulating and sharing that with the people around you matters The metrics that you could measure to track this version of success And there are some pretty vulnerable moments along the way, where they each unpack their own

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49:40

S4E8 Preferred Products

Challenge the Standard in Financial Advice ·

2025/01/30

As an Australian financial adviser, you've heard of your Approved Product List, or APL. But do you have a Preferred Product List, or PPL (we're making it a thing). Of course you have the product you prefer, but how robust is the methodology you've used to build that out? Is it aligned with your ideal client, the space you work in, your investment philosophy, business priorities and beliefs? In this week's episode, Nathan and Jordan piggyback off their recent work in reviewing their own PPLs to

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93 results

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