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 work in the divorce, bereavement and aged care spaces, they discuss:

• How vulnerability is not, and shouldn't be seen as, an impairment or disability
• The different ways vulnerability can manifest in our meetings
• How people can mask their mental disengagement in our process so well that we don't notice
• What you and your firm can do to work around these vulnerabilities
• How different approaches can influence our work
• The distinction between the power of good vulnerable client policies and on-the-ground experience

Heavy?

Sure.

Vital for those of us working with actual humans confronting the second most sensitive part of their lives?

Absolutely.

But don't worry regular listeners, there's also plenty of discussion about the latest stop on Nathan's Journey of the (Tea) Leaf.

And tune in for what Jordan confidently believes is the greatest two-word combination he's ever uttered.

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

CPD For this Episode: https://quiz.ensombl.com/NATH-26021111-24240001

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

Do you wind up more SMSFs that you open? So does everyone else apparently, so who is opening SMSFs then?

In this episode Jordan and Nathan open SMSF discussions with little regard for recourse, discussing

• The CSLR Treasury paper and it's comment on SMSF inclusion
• The recent changes to residential LRBAs
• Accountant exemptions
• Working with vulnerable clients who have SMSF

Served piping hot like a pot of herbal tea, this ep is also full of sidebars and distraction.

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

CPD For this Episode: https://quiz.ensombl.com/NATH-26070921-34210001

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

Hot new ASIC report dropped this week and just like the classic, finger-on-the-pulse tastemakers they are, Nathan and Jordan are here to unpack it.

Donning their best Meldrum-style hats, Nathan and Jordan dive into REP 833, which examines ASIC's concerns with the way platform trustees just don't seem ready to get their act together.

There's a fair bit of ground covered:

• What ASIC's concerns seem to be
• Why they're actually pretty justified in being annoyed at how little has changed since that little thing we know as the Royal Commission
• The horror stories contained within the report
• Why this report reinforces Jordan's thinking that it's only a matter of time before fees-from-super is a thing of the past

Although, really, let's face it - none of you are here for the actual content of the podcast.

No, you're here to hear the latest on Nathan's obsessive journey into the land of tea leaves, and Jordan's bewilderment at Nathan's hard-earned online knowledge.

That, and having Nathan sing at Jordan.

Links

ASIC REP 833

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

CPD For this Episode: https://quiz.ensombl.com/NATH-26070209-16520001

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.