S6E17 Referrals episode artwork

EPISODE · Oct 23, 2025 · 1H 10M

S6E17 Referrals

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

Referrals. We all need them. We all want them. And we're all, to some degree, getting them.  But what works? Why does it work? And, critically, what doesn't work? In this week's episode, Nathan and Jordan have a shot at unpacking this huge and critical topic, to discuss: How advisers can easier find clients they like working with The two key problems all business owners face Why those of us who aren't charged with finding new work should take a moment to appreciate how difficult that job can be Their own (mis)adventures when it comes to finding more people they like to work with - who also want to work with them.  For bonus points, one of them takes you through his bird species preferences - in order of tastiness.  Enjoy.  Thanks to CPDCheck you can get CPD for this Episode Access the Quiz here: https://quiz.ensombl.com/NATH-25103105-12020001 Check out our Newsletter (and you can sign up at the bottom of the page) Coffee Optional Books etc The Technium: 1,000 True Fans BOOKS | Nick Murray Company Robert Cialdini - Science Of Persuasion Matthew Jarvis 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

S6E17 Referrals

0:00 1:10:09

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 10 minutes long.

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

This episode was published on October 23, 2025.

What is this episode about?

Referrals. We all need them. We all want them. And we're all, to some degree, getting them.  But what works? Why does it work? And, critically, what doesn't work? In this week's episode, Nathan and Jordan have a shot at unpacking this huge and...

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!