S6E6 Pricing (Again. But Better.) episode artwork

EPISODE · Aug 7, 2025 · 1H 12M

S6E6 Pricing (Again. But Better.)

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

We've talked about pricing before. We've discussed the options, the methods and (some of) the considerations.  But, let's be honest, the audio sucked and we had even less of an idea than we have now.  So it's time to revisit this foundation stone of the financial advisers practice. Get pricing right, we believe, and yours will be a successful career.  Get it right, or fall for the propaganda that says it's our responsibility to provide cheap advice to all people, and your career will be electron-esque - filled with anxious motion, but little progress. (Yes, there'll be bonding, but not always with the atoms you want to bond with...).  In this episode we hit all the highlights: Why minimum fees are important - and what yours should be What empathetic quoting really looks like Why fees are only one part of the pricing equation How your choices around pricing feeds into every other element of a successful advice practice The benefits of the 50/50 pricing structure We also didn't even mention the CSLR once in the whole episode.  (We did mention Shield, Guardian, MDAs and a variety of other irritants though, so huzzah).    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

S6E6 Pricing (Again. But Better.)

0:00 1:12:27

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 12 minutes long.

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

This episode was published on August 7, 2025.

What is this episode about?

We've talked about pricing before. We've discussed the options, the methods and (some of) the considerations.  But, let's be honest, the audio sucked and we had even less of an idea than we have now.  So it's time to revisit this foundation stone of...

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!