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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

57:36

S6E18 Ethics of CPD with Clayton Daniel

Challenge the Standard in Financial Advice ·

2025/10/30

How much of your actual development as a professional is being captured via your CPD obligations? Are you only doing 40 hours of learning across the year? Or are you constantly learning? If the latter, then join us this week as we chat with Clayton Daniel of CPD Check. Best known for his central role in the rise of the Ensombl platform, Clayton has turned his eye to expanding and democratising the CPD accreditation process. And he's gone even further and agreed to allow us to submit all future (and

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01:10:09

S6E17 Referrals

Challenge the Standard in Financial Advice ·

2025/10/23

Referrals. We all need them. We all want them. And we're all, to some degree, getting them. But what works? Why does it work? And, critically, what doesn't work? In this week's episode, Nathan and Jordan have a shot at unpacking this huge and critical topic, to discuss: How advisers can easier find clients they like working with The two key problems all business owners face Why those of us who aren't charged with finding new work should take a moment to appreciate how difficult that job can be

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01:02:56

S6E16 Expectations

Challenge the Standard in Financial Advice ·

2025/10/16

We're getting philosophical again this week, but unlike our other meanderings up our own backsides - this one has real value for listeners*. Nathan realised recently that our job as advisers comes down to one, big concept: expectations. Helping clients recognise, articulate, explore, challenge and achieve their expectations. This seed of an idea triggered a conversation that touches on: The gap between aspirations and expectations (and whether the value of our advice sits in there) The power of

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01:06:39

S6E15 First Meetings

Challenge the Standard in Financial Advice ·

2025/10/09

We can all agree that the first meeting is crucial. But - why? What are you looking for out of that meeting? What makes the first meeting a successful one? What's your intention for this meeting - and for the entire process around it? In this week's episode, Nathan and Jordan unpack what they think makes a good first appointment, what they've seen other advisers doing and what they've learned from talking with people like Brendan Frazier. With the now-customary digression into sceptical naivete

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54:37

S6E14 Trusts & Div7A In Divorce with Ashley Taylor

Challenge the Standard in Financial Advice ·

2025/10/02

We're joined this week by Ashley Taylor, accredited family law specialist from Lander & Rogers. Ashley's here to help us unpack the trickier financial complexities that can arise in divorce negotiations, including: Family trusts in all their wonderful permutations Why it's not as simple as 'if you're the appointor, it's in the pool' How intergenerational trusts are looked at in the settlement process What a Div7A loan is - and why family lawyers treat them very carefully Some of the things, flags

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01:02:29

S6E13 Private Assets

Challenge the Standard in Financial Advice ·

2025/09/25

We've thought about doing an episode about private credit, equity and markets for a while now - but couldn't ever work out the right angle to take on such a big topic. Then the news cycle swooped in and gave us the link we never knew we needed - between private credit investments and Target Market Determinations (TMDs). This is a big topic, and Nathan and Jordan do their best to: Define just what all these private market investments are Acknowledge the tough path last week's news will have left

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01:07:16

S6E12 Roll for Niche

Challenge the Standard in Financial Advice ·

2025/09/18

You've heard the experts (and these two mugs) repeatedly say "you should niche". But they never pay you the courtesy of explaining how. Well, let us rectify that oversight in this week's episode by giving you one, easy answer: "Roll a dice". Or, more accurately, a set of D&D dice. This week, Nathan and Jordan set up a number of different categories and roll the dice to build out and explore potential niches. Not to build a business around them, but instead to demonstrate some of the thinking,

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01:03:14

S6E11 Social Media Success with Deline Jacovides

Challenge the Standard in Financial Advice ·

2025/09/14

What's stopping you from being more active on social media? From a professional perspective, that is - I'm sure you're forever taking photos of your meals on your own account. But when it comes to work (or your business), what's stopping you from getting your voice out there? Is it shyness? Impostor syndrome? Perfectionism? Disdain? Or a mix of the above? Well, that's why we asked Deline Jacovides from Mazi Wealth on for this week's episode, because she has entirely grown her business using social

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54:32

S6E10 Q&A2: Annuities, Tax Deductible Fees, Insurance...

Challenge the Standard in Financial Advice ·

2025/09/04

This week we’re back with a Q&A episode, tackling three big questions that have been landing in our inbox from our listeners. New and exciting Annuity products: With a wave of new products hitting the market, we unpack what advisers should watch out for, why a healthy dose of skepticism is essential, and the dangers of shiny innovation that later gets grandfathered or disappears. Tax-deductible advice fees: how to think about in-super vs out-of-pocket charging Insurance commissions. Do they really

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51:48

S6E9 The Gameshow

Challenge the Standard in Financial Advice ·

2025/08/28

This week's episode is about an incredibly serious, meaningful topic. Just kidding. It's a gameshow!! Mr Fradley has designed an excellent gameshow to put his (bewilderingly bad) co-host and (outstanding) guests, James d'Apice of Gravamen and Morgan Hayward of Lume Wealth through their paces. He's also managed to keep it in the realm of financial advice! More fun than should be allowed in any professional endeavour, we hope this works as a palette cleanser after the last few weeks of capital-S

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58:27

S6E8 The Power of Peers with Charmaine Hall

Challenge the Standard in Financial Advice ·

2025/08/22

This week's episode is all about the immense difference a network of peers can have on your career, practice and life. Joined by Charmaine Hall of Unbound Financial, Nathan and Jordan find out: How the peer network Charmaine's part of came to be The pros (and cons) of facilitating, and participating in, a peer group What good practice as a participant looks like A cracking example on the immediate impact advice from peers can have on your business Later in the episode, Jordan expands on his

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01:04:06

S6E7 Ethical Dilemmas in Pricing

Challenge the Standard in Financial Advice ·

2025/08/14

Whether it's sheer coincidence or not, Nathan and Jordan have happened to have a few...interesting pricing cases float their way since last week's episode on Pricing. So in this one, they take the time to examine two examples of pricing in the market. Anonymised, but detailed enough to provide lots of meaty discussion, including: How much is too much to charge for financial advice? Who are we to have an opinion about what other advisers are charging? Are our own biases colouring how we see things

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01:12:27

S6E6 Pricing (Again. But Better.)

Challenge the Standard in Financial Advice ·

2025/08/07

We've talked about pricing before. We've discussed the options, the methods and (some of) the considerations. But, let's be honest, the audio sucked and we had even less of an idea than we have now. So it's time to revisit this foundation stone of the financial advisers practice. Get pricing right, we believe, and yours will be a successful career. Get it right, or fall for the propaganda that says it's our responsibility to provide cheap advice to all people, and your career will be

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01:03:00

S6E5 Real Intergenerational Advice with Robert Rich

Challenge the Standard in Financial Advice ·

2025/07/31

This week's episode is all about the conversations advisers are having - or should be having - with their clients about their truly long-term questions. Robert Rich of Unite Wealth joins Nathan and Jordan to discuss: The challenges he's found in exploring client views on inheritance, bequests, wealth and support for their kids The way he's structured his process to draw out a person's real financial priorities and values The impact his background in marketing has had on the (rapid) growth of his

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01:00:48

S6E4 Client Philosophy 101

Challenge the Standard in Financial Advice ·

2025/07/24

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,

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01:18:56

S6E3 CSLR Update with Keith Ford

Challenge the Standard in Financial Advice ·

2025/07/17

An alternative title for this episode was CSLR 2: The Rage Cometh, because it is getting messed up. And one of the journalists really working the beat on this topic is Keith Ford of ifa.com.au, who was good enough to come on and talk us through the latest updates on this rolling snowball of an issue. From the various product failures potentially adding $2bn to the pipeline, to the labyrinthine ownership entanglements underpinning these latest rounds, through to the phoenixing-esque loophole

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59:10

S6E2 Aged Care Changes

Challenge the Standard in Financial Advice ·

2025/07/10

This week's episode is all about the upcoming changes to the Aged Care rules. Nathan's good enough to take an oddly political Jordan through the changes this week, covering: The expansion of the options in the Home Care arena from 4 to 8+2. The value and impact the new 'End of Life' package is going to offer people who want to spend their last days in their home. The changes to the fees - upfront and ongoing - for residential aged care. How the new-but-not-new hotelling fee is adding to the

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01:10:39

S5E9 Duration Discounts With Phil Thompson

Challenge the Standard in Financial Advice ·

2025/07/03

Friend* of the show, Phil Thompson from Skye Wealth joins us this week to discuss the very specific, very niche, but very important topic of duration discounting in insurance. Phil takes us through just what he's talking about, why it matters and the damage it's doing to the entire insurance ecosystem. Importantly, though, he also shares what he sees as the best fixes to this problem. His confidence that the industry will see sense and fix this rolling issue is encouraging. Stay on to the end to

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01:18:07

S5E8 Ongoing Advice - Coaching with Michael Back

Challenge the Standard in Financial Advice ·

2025/06/26

This week, we conclude our Ongoing Advice series with the one, the only Michael Back. Renowned by advice firms that know what's what, Michael has long helped advice practices take their client experience to the next level. So we've asked him to come on to help us explore the CX part of Ongoing Advice, with a very particular focus on the value of all the coaching advisers do for their clients. What is coaching, how does our version differ from the one you might have in mind, and why are we all so

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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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92 results

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