All Episodes
Challenge the Standard in Financial Advice — 123 episodes
S8E9 ASIC REP 833
S8E8 - Q&A #3 (Careers and Ethical Dilemmas)
S8E7 Your Capacity
S8E6 IPOhhhhhhs...
S8E5 Aged Care II: Retention Boogaloo
S8E4 Fine, We'll Do One On The Budget
S8E3 Paraplanning
S8E2 CSLR Consultation
S8E1 Tax Planning with Martin McGrath
S7E20 The Next Stage with James D'Apice
S7E19 ID, Advising Non-Couples, Scoping and Insurance Bonds
S7E18 Human Side of Advice with Brendan Frazier
S7E17 Special Disability Trusts with Kathy Havers
S7E16 Scaling Advice
S7E15 Collaborative Estates with Zinta Harris
S7E14 Discovery
S7E13 Playing Well With Others
S7E12 QAR Revisited
S7E11 Ethics of Engagement
S7E10 AI in Advice with Stuart from Claras.ai
S7E9 Implementation
S7E8 Gettin' Paid
S7E7 Ethics of Age Pension Advice
S7E6 Episode 100: POWER!
S7E5 We (Kinda) Read RG181
S7E4 The Business of Advice with Patrick Flynn
S7E3 Weaknesses
S7E2 Can You Act? Divorce Dilemmas
S7E1 Why You Should Attend Conferences, with Glen James
S6E20 The James Wrigley Episode
S6E19 The Investment Dilemma
S6E18 Ethics of CPD with Clayton Daniel
S6E17 Referrals
S6E16 Expectations
S6E15 First Meetings
S6E14 Trusts & Div7A In Divorce with Ashley Taylor
S6E13 Private Assets
S6E12 Roll for Niche
S6E11 Social Media Success with Deline Jacovides
S6E10 Q&A2: Annuities, Tax Deductible Fees, Insurance Commissions & Workflow
S6E9 The Gameshow
S6E8 The Power of Peers with Charmaine Hall
S6E7 Ethical Dilemmas in Pricing
S6E6 Pricing (Again. But Better.)
S6E5 Real Intergenerational Advice with Robert Rich
S6E4 Client Philosophy 101
S6E3 CSLR Update with Keith Ford
S6E2 Aged Care Changes
S6E1 Duration Discounts With Phil Thompson
S5E8 Ongoing Advice - Coaching with Michael Back
S5E7 Ongoing Advice - Designing the Review
S5E6 Ongoing Advice - Ethical Dilemmas
S5E5 Ongoing Advice - Providing Value with Thabojan Rasiah
S5E4 Ongoing Advice - Pillars of Value with Martin McGrath
S5E3 Ongoing Advice Efficiency with Selin Ertac
S5E2 Ongoing Advice Series - Legislation & Regulations
S5E1 Intro to Our Ongoing Advice Series
S4E20 Neurodiversity with Katherine Spitzkowsky
S4E19 Discussing Big Issues with Sarah Abood
S4E18 Q & A
S4E17 'Fixing' SoAs
S4E16 Branding with Abi Gatling
S4E15 Growing a Firm with James D'Apice
S4E14 The Review SoA Dilemma
S4E13 Cybersecurity
S4E12 Adviser Activity
S4E11 Tech Stack
S4E10 Connecting & Referring
S4E9 Defining Success
S4E8 Preferred Products
S4E7 Ethical Investing
S4E6 Granny Flat Rights
S4E5 Licensing (50th Episode!)
S4E4 Marketing
S4E3 Oh No, A Clip Episode!
S4E2 Onboarding Process
S4E1 Christmas Client Conversations
S3E6 The PY Series Wrap Up
S3E5 Letters to the Editor
S3E4 PY Insights with Danielle Waugh
S3E3 The Next Generation of Adviser with Alisdair Barr
S3E2 A PY Structure with Phil Thompson
S3E1 Intro to Our PY Series
S2E20 The Three Tier Problem
S2E19 Conscious Performance with Vanessa Bennett
S2E18 Insurance Needs Analysis
S2E17 M & A with Steve Prendeville
S2E16 That SMSF Episode
S2E15 Retirement Villages
S2E14 AFCA with Shail Singh
S2E13 Snitches Get Stitches
S2E12 Binding Financial Agreements With Jemma Mackenzie
S2E11 Out On Your Own
S2E10 Client Capacity
S2E9 Values Based Advice
S2E8 CSLR with Phil Anderson
S2E7 June 30
S2E6 A Game of Numbers with Phil Thompson
S2E5 Professional Year
S2E4 End of Life Pt 2
S2E3 End of Life Pt 1
S2E2 Your Lifestyle Business with James D'Apice
S2E1 Practical Efficiency with Sacha Burchgart
S1E20 Long Story Short with Jayden Adams
S1E19 Annuities
S1E18 (Relevant) Risk Profiling
S1E17 James O'Reilly
S1E16 Divorce
S1E15 Video SOAs
S1E14 Martin McGrath
S1E13 Super Performance (ASIC Report 779 Review)
S1E12 Niching
S1E11 Making Estate Planning Work with Lucy Percy
S1E10: Misrepresenting Value
S1E9 The Value of Advice
S1E8 Super Switching
S1E7 Tax Deductible Advice Fees with Conrad Travers
S1E6 Introduction to Aged Care
S1E5 Planners On Planning
S1E4 AFCA Update October with Michael Miller
S1E3 Ben Marshan and the Qualified Advisers
S1E2 FAAA Congress 23 Wrap Up
S1E1 Pricing in Advice