S5E1 Intro to Our Ongoing Advice Series

After the success of our series on the ins and outs of the PY, Nathan and Jordan have decided to launch another series focused on a very specific, very important part of financial advice - Ongoing Advice.  In this week's episode, they walk through their plans for the series, as well as where they're coming from as they embark down this path.  They agree on a few big points: Ongoing assistance of clients is hugely valuable. Defining what you want to achieve with ongoing advice is crucial. Ongoing service can lead to significant positive impacts on clients' lives. And they land on a lot of the common themes that keep popping up in this podcast: Like all real advice, the value of ongoing advice goes beyond just financial products. The importance of understanding the true value of services provided. Advisors should not feel pressured to offer low-cost services. Nathan: [email protected] www.nathanfradley.com.au Jordan: [email protected] 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.