"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.