))
S2E9 Values Based Advice
Manage episode 433078254 series 3591847
Inhalt bereitgestellt von Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Financial advice is financial advice.
Simple, right?
Well, not when you think about the evolving spectrum of options we advisers have to choose from.
Do you want to focus on technical advice? Product advice? Goals-based advice? Or values-based advice? Or something different again?
What are these different approaches, what motivates these distinctions and, crucially – does who stands to benefit determine what they really mean?
Nathan and Jordan explore the different ways to approach advice, discuss the pros and cons of the different methods – and try not to giggle too much at the memory of a certain large institution ‘inventing’ goals based advice a few years back.
Nathan’s email address is advice@nathanfradleylcom.au and Jordan’s is jordan@planningsolo.com.au. Both are active (too active?) on LinkedIn, and encourage you to leave any comments, complaints or notes over on the CTS LinkedIn page too.
43 Episoden
Teilen
