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 | 128 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusiness | |||
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Latest Episodes
How well do you remember your higher education? Beyond that - how much did you give back during your uni days?
Then, coming out of those halcyon / dreaded days, how did you find those first steps into the real world?
Were you wobbly, stumbling ar... more
It's the debate that doesn't go away, the frustration that infuriates, the conflict that challenges - the age-old argument adviser have every day, about which super fund their client should be using.
Our views are often infected by ideology, but t... more
Leaving aside the deeply tongue-in-cheek title, this episode was a challenge to record.
After all, both Jordan and Nathan use AI every day - they're very conscious of how much efficiency, effectiveness and, um, enthusiasm it brings to their practi... more
How do you recognise, assess and accommodate the vulnerabilities your clients bring into your meetings?
In this week's episode, Nathan and Jordan explore the many different vulnerabilties clients carry in our work together. Bouncing from their wor... more
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Apple Podcasts | #70 |  Australia/Business/Management |
Apple Podcasts | #204 |  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. Retire Right
3. The ifa Show
4. Investopoly
5. Dev Raga Personal Finance
How many episodes of this podcast are there?
this podcast launched 3 years ago and published 128 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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