Challenge the Standard in Financial Advice
Nathan Fradley and Jordan VakaWelcome 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 p... more
| Publishes | Weekly | Episodes | 135 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusiness | |||
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Latest Episodes
"Sorry, our PI insurer says you can't do that - we're not covered."
"Our PI says we need to have this 27-step process in place before you can recommend an industry super fund."
"That's what's so good about wholesale advice - PI doesn't care, it's... more
This week, regular listeners may ask themselves, much like the hosts, 'haven't they done this episode before?'.
Turns out that, no, not really - but it does cover a lot of the same territory these chatty terriers have covered before:
• The impor... more
You've done it - you're at a point where you have enough enquiries coming in each week to fill your books. Plenty of meetings, plenty of engagements, plenty of clients.
But, sorry, what's that? Now you don't have plenty of time? Now there isn't en... more
Phil Anderson, General Manager Policy, Advocacy & Standards, has announced his retirement. So, naturally, we thought we'd drag him onto the podcast again to run through:
• The FAAA's response to Dr Mulino's policy release the other day
• The grea... more
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- Can’t come quick enough.
Keep it up fellas. Appreciate your work.
Apple Podcasts5ErnieFox
Australia2 months ago
Chart Rankings
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Apple Podcasts | #186 | Australia/Business/Management |
Apple Podcasts | #210 |  India/Business/Management |
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
A practical, practitioner-focused look at financial advice in Australia, with two veteran hosts guiding candid discussions on how to run advisory practices more effectively. Episodes cover a wide range of topics from fund selection and regulatory changes to the growing role of AI, paraplanning, and governance in client work. The conversations are blunt, experience-driven, and decision-focused, often centering on real-world outcomes, ethics, and sustainable practices for solo practitioners and small teams. A notable throughline is balancing professional standards with actionable tactics—like improved documentation, client-centred workflows, and transparent fee models—while keeping a human-centered lens on vulnerable clients, aging-care plann... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Ensombl Advice Australia
2. The ifa Show
3. Retire Right
4. Australian Retirement Podcast
5. Investing Compass
How many episodes of this podcast are there?
this podcast launched 3 years ago and published 135 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Phil Anderson
2. Hannah Elliott
3. Kate Mitterer
4. Tabata Koff Fradley
5. Marty McGrath
6. James D'Apice
7. Brendan Frazier
8. Kathy Havers
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