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 | 122 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusiness | |||
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Latest Episodes
Take a short flight, with a hot cup of tea (but bring your own teabag) for this episode, where Jordan and Nathan answer some listener questions.
They discuss
• How they got a break into the profession
• Their advice for new entrants on how to b... more
How much work can you reasonably get done?
How many SOAs per week, per quarter, per 40 week year is youre realistic capacity?
Or is that approach old fashioned, and missing so much of the nuance in your capacity to meet your goals, in the short t... more
Well, isn't this all very exciting?! Some big new listings hitting the market and it's such fun watching everybody lose. their. goddamned. minds.
Rules no longer need apply which, in the world of index investing, is kind of a big deal.
So, this... more
We've talked about Aged Care before, but things have changed. Lots of things!
• There are new rules about how fees are calculated, applied and, most importantly for any government agency, renamed. (Who knew 'hotelling' was a word...look it up thou... more
Key Facts
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Apple Podcasts | #97 |  Australia/Business/Management |
Apple Podcasts | #237 |  Hong Kong/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?
This show targets Australian financial advisers and professional services practitioners, frequently featuring two veteran hosts who challenge conventional wisdom in advice, regulation, and practice management. Recent episodes span practical tax planning, regulatory reform обсужting the Compensation Scheme of Last Resort, evolving client onboarding and implementation, and the increasingly prominent role of technology—especially AI—in advisory workflows. Across episodes, the conversation often centers on how to sustain ethical, client-centered advice at scale, how to build trust through responsible marketing and collaboration across disciplines, and how to balance profitability with purpose. Noteworthy are candid discussions about real-world ... 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. Retire Right
3. The Trusted Adviser
4. Australian Retirement Podcast
5. Investopoly
How many episodes of this podcast are there?
this podcast launched 2 years ago and published 122 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. Tabata Koff Fradley
2. Marty McGrath
3. James D'Apice
4. Brendan Frazier
5. Kathy Havers
6. Zinta Harris
7. Patrick Flynn
8. Glenn James
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