S7E13 Playing Well With Others

Financial advice is a fairly solitary pursuit - the burden sits heavy on our individual shoulders.  But, does it necessarily need to be so? In this week's episode, Nathan and Jordan explore how advisers can, and are, work collaboratively to help meet our clients best interests.  From sharing ideas, discussing cases and referring to specialists within the profession, the opportunity to find the best advice for your client, has never been greater.  But how do we do it? Especially now that we are seeing so much specialisation within advice - what's the 'best' way to bring in other advisers to help your client? How do you put your own concerns, worries and, yes, even ego to the side in the interests of your client.  And what of the mechanics of actually doing it? It's a fun episode and we can't wait to hear from listeners about how they're fostering collaboration in the world of advice.     Tim Moores Blog: https://moorefinancialadvice.com.au/why-a-well-connected-financial-adviser-matters-more-than-you-think/ You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.  CPD For this Episode:  https://quiz.ensombl.com/NATH-26031304-00350001  Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.     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.