"I just want milk that tastes like real milk."

Fair to say that what started as a serious topic went off the rails pretty quickly - but today's topic was, ostensibly, client portals.

What are they, why do we have them, who wants them (hint: nobody, really), how can we use them and who benefits?

Nathan and Jordan explore this topic, proposing that security and connectivity should be our primary targets here - while also accepting just how challenging the existing ecosystem makes that.

If nothing else, we've found our theme for this season - spend your time defining your problem, not running after solutions.

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.cpdcheck.com/CHAL-26101511-43050001

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.

Pat Flynn's Blog: patrickflynn.info/digital-doorways-navigating-the-client-portal-terrain-for-financial-advisers

Nathan:

Nathan@fradleyadvice.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.

This week, we're flashing back many, many years to a more innocent time. A purer time, where both hosts were fonts of positivity, optimism and naivete.

Joking.

Because this week we're discussing this video (The Single AR Challenge) that a younger, but more hirsute, Nathan released into the void back in the early 90s. Or three years ago. One of them.

Where he expounded on where he saw the Single AR market heading in the future.

Going back, checking what he said and comparing it to where we are today was fun and, hopefully, useful.

Especially with an extra section on pricing our advice, and why it's so damned important to get it right.

Plus, a new quote from Jordan that both he and Nathan were quite chuffed by.

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

CPD For this Episode: https://quiz.ensombl.com/CHAL-26100805-00030001

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.

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.

Putting aside their avowed determination to stop talking about AI, this week Jordan and Nathan explore the growing role AI is playing in adviser businesses. The rapid escalation of AI's position in advice reminds them both of the way hiring Virtual Assistants (VAs) took off in the mid 2010s.

They're particularly interested in the overlap between the different options advisers face to grow their business.

But before we can even discuss that - it's key to define just what problems you're trying to solve.

Throw in some ranting, existential dread and Jordan's admission about what he's doing on public footpaths, and it makes for a pretty standard episode of CTS...

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.