S5E8 Ongoing Advice - Coaching with Michael Back episode artwork

EPISODE · Jun 26, 2025 · 1H 18M

S5E8 Ongoing Advice - Coaching with Michael Back

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

This week, we conclude our Ongoing Advice series with the one, the only Michael Back.  Renowned by advice firms that know what's what, Michael has long helped advice practices take their client experience to the next level.  So we've asked him to come on to help us explore the CX part of Ongoing Advice, with a very particular focus on the value of all the coaching advisers do for their clients.  What is coaching, how does our version differ from the one you might have in mind, and why are we all so hung up on charging for these amazing, but intangible, services? Jordan says this one was hard to keep on track, with the digressions and diversions threatening to overwhelm.  "But a Goofyphile would say that, wouldn't he" says Nathan. It's a fun episode - and a worthy cap to this enjoyable series on Ongoing Advice.    You can reach Michael via his LinkedIn Page.   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.   

NOW PLAYING

S5E8 Ongoing Advice - Coaching with Michael Back

0:00 1:18:07

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 1 hour and 18 minutes long.

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

This episode was published on June 26, 2025.

What is this episode about?

This week, we conclude our Ongoing Advice series with the one, the only Michael Back.  Renowned by advice firms that know what's what, Michael has long helped advice practices take their client experience to the next level.  So we've asked him to...

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!