A key question for Nathan and Jordan as they explore this series on Ongoing Advice is whether or not it's different to 'upfront' advice.

This week's guest, Thabojan Rasiah of Rasiah Private Wealth Management, firmly believes that it's not.

That it's all 'advice', and that the real value of working with a financial adviser comes from the exponential benefits of a longer term relationship.

Thabojan thinks about advice differently, which is why when he discusses things like:

• The difference between a 'financial plan' and 'financial planning'
• The quarterly cadence of the work they do with clients
• The rare, but powerful value of being able to collaborate with a clients other advisers
• The importance of values when designing the strategy and tactics for a client

we like to listen.

And we think you will too!

(Oh, and pardon the intro).

Thabojan:

Rasiah Private Wealth Management

LinkedIn

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.

Continuing our series on Ongoing Advice, this week we are joined again by Martin McGrath of Financial Edge Group.

Martin, former CFP of the year and - arguably more important - former guest on the show, shares with us:

• how critical an ongoing relationship is with their clients
• numbers around how many new clients go from onboarding to ongking
• how they’ve worked out their fees
• the touch points they use to deliver value to their clients across the year
• the challenges of pricing work beyond the scope of an ongoing arrangement
• the joys of providing Centrelink services to people in retirement

As ever, Martin’s generosity in sharing his insights, data and opinions shines through.

Full of practical tips from a frontline operator, you’ll want to share this one with anybody else you know in advice.

Find Out More About Martin

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.

In this episode of Challenge the Standard in Financial Advice, the boys welcome Celine Ertak from Tangelo Advice Consulting.

They discuss the evolution of Tangelo, the importance of compliance as an outcome of good business practices, and the challenges faced by financial advice firms in establishing clear strategies.

The conversation delves into the significance of ongoing advice, client engagement, and innovative community-building events. They also explore the cadence of client interactions, and the need for streamlined processes to enhance efficiency while balancing personalization.

Lastly they explore how to empower staff to innovate, the significance of tracking time and efficiency, and the need for standardized processes. The discussion also highlights the emotional toll on staff and the necessity of focusing on ongoing service processes while leveraging technology for better client engagement.

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.