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Challenge the Standard in Financial Advice

Challenge the Standard in Financial Advice

著者: Nathan Fradley and Jordan Vaka
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Welcome 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 professional practices and 'uphold and promote the standards of our profession. So, whether you're a seasoned adviser or a bright new entrant to the Australian market (and beyond), this is where we challenge the standard, together.2023 マネジメント マネジメント・リーダーシップ 経済学
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  • S6E11 Social Media Success with Deline Jacovides
    2025/09/11

    What's stopping you from being more active on social media? From a professional perspective, that is - I'm sure you're forever taking photos of your meals on your own account.

    But when it comes to work (or your business), what's stopping you from getting your voice out there?

    Is it shyness? Impostor syndrome? Perfectionism? Disdain?

    Or a mix of the above?

    Well, that's why we asked Deline Jacovides from Mazi Wealth on for this week's episode, because she has entirely grown her business using social media.

    And she helps us by running through:

    • The low(er than previously) time investment she makes in her overall marketing each month
    • How many new leads 3 posts per week have earned her over the last few months
    • The biggest bottleneck in her business
    • Why her intentions in starting her social media presence matter

    Our hope in this one is to inspire at least one listener to start sharing more of themselves on social media. For the commercial and economic benefits, yes.

    But also because there are a lot of other great people out there that you might get to meet. And the longer we're in this game, the more we're beginning to realise that it's the people you meet and work with along the way that make the biggest impact.

    Except for that one person at Deline's Brisbane FAAA presentation - they'll probably think it's all a bit "pointless".

    Deline

    Instagram

    No phone number. Natch.

    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.

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    1 時間 3 分
  • S6E10 Q&A2: Annuities, Tax Deductible Fees, Insurance Commissions & Workflow
    2025/09/04

    This week we’re back with a Q&A episode, tackling three big questions that have been landing in our inbox from our listeners.

    • New and exciting Annuity products: With a wave of new products hitting the market, we unpack what advisers should watch out for, why a healthy dose of skepticism is essential, and the dangers of shiny innovation that later gets grandfathered or disappears.
    • Tax-deductible advice fees: how to think about in-super vs out-of-pocket charging
    • Insurance commissions. Do they really serve advisers, or just the insurers? We share our own experiments with nil-com, rebates, and referrals, and why Independent advisers are better (jokes, they aren't)
    • Drown-Drought cycles for referrals and workload: We get a bit vulnerable on this, as we haven't figured it out yet.

    It’s a meaty one, blending the usual product skepticism, practice pragmatism, and a few rants about the system (as always).

    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.

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    55 分
  • S6E9 The Gameshow
    2025/08/28

    This week's episode is about an incredibly serious, meaningful topic.

    Just kidding.

    It's a gameshow!!

    Mr Fradley has designed an excellent gameshow to put his (bewilderingly bad) co-host and (outstanding) guests, James d'Apice of Gravamen and Morgan Hayward of Lume Wealth through their paces.

    He's also managed to keep it in the realm of financial advice!

    More fun than should be allowed in any professional endeavour, we hope this works as a palette cleanser after the last few weeks of capital-S Seriousness.

    Incredibly fun - be sure to reach out to James or Morgan if you've enjoyed the episode, thank them for coming on for us!

    Morgan:

    Morgan Hayward - Lume Wealth

    James:

    Gravamen Law | Co-owner dispute specialists

    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.

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    52 分
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