EPISODE · Mar 14, 2024 · 59 MIN

S1E15 Video SOAs

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

This week, we're discussing Video SOAs. What are they, how are they helpful and - most critically - what are they NOT? Jordan spends some time unpacking the process he follows in preparing advice, and Nathan provides clear guidance on how reviewing and rejigging that approach can lead to better client, adviser and practice outcomes. If you've been wondering whether Video SOAs are all they're cracked up to be, then tune in to find out more about the practical realities of implementing such a big change in your practice.

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S1E15 Video SOAs

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