S8E13 The Industry vs Retail Fund Dilemma
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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 then as we discuss in this week's episode, the counter can be true as well - the desire to avoid what we see as an ideological position can drive us into hard-to-defend positions.
We also discuss the role your employer's 'houseview' can have in either amplifying, or forcefully quietening, that dissenting voice at the back of your mind.
This one is based on some recent frustrations both Nathan and Jordan have found with different super funds, and attempts to propose some methods, approaches and ideas to help us all keep fighting this good fight.
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.
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-26081312-26050001
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.