S1E10: Misrepresenting Value episode artwork

EPISODE · Feb 8, 2024 · 44 MIN

S1E10: Misrepresenting Value

from Challenge the Standard in Financial Advice · host Nathan Fradley and Jordan Vaka

This week, Nathan and Jordan address a big topic that might ruffle a few feathers - misrepresenting the value we provide clients in our advice.  This episode covers a lot of ground, including debating where the value actually is in what we do how the use of projections in our advice can be a two-edged, and dangerous, sword Why, if they're not tailored, then they're useless And how a recent FSCP decision demonstrates the huge potential for misrepresentation to blow up in our faces.  Also - a Fradcoin update and another potential sponsorship pitch.  Its a rambler. Enjoy. 

NOW PLAYING

S1E10: Misrepresenting Value

0:00 44:07

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of Challenge the Standard in Financial Advice?

This episode is 44 minutes long.

When was this Challenge the Standard in Financial Advice episode published?

This episode was published on February 8, 2024.

What is this episode about?

This week, Nathan and Jordan address a big topic that might ruffle a few feathers - misrepresenting the value we provide clients in our advice.  This episode covers a lot of ground, including debating where the value actually is in what we do how...

Can I download this Challenge the Standard in Financial Advice episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!