You see the event announcement, and you think to yourself, "Flights, Accomodation, Time out of the business, Time away from your family... is this conference really worth it?"

In this episode (recorded live in the vendor hall of the FAAA Congress 2025) Jordan and Nathan are joined by Glen James (Podcaster Extraordinaire, now Youtuber) to discuss

• How the gold Glen got from conferences helped set up Glens business for success
• Why your mind set, and 'leaning in' is the key to get the most out
• How is always something to be learned, but the key is in taking action on those matters afterwards
• Why businesses that invest in getting their junior and admin staff to conferences (not just leadership and advisers) will get enormous ROI and retention benefits that far outweight any cost.
• Why eating gelato while recording a pod isn't ideal, but it's still more professional than Jordan and I stuffing about at the start of the episode.

Guest Cameo from the newly appointed FAAA Board member Ben Marshan

CPD For this Episode: https://quiz.ensombl.com/NATH-25112001-07590001

• Technical Competence: 0.50
• Professionalism and Ethics: 0.25

Check out https://cpdcheck.com/ to start getting accreditation for all of your professional development.

Find Glenn

Glen James | Website

This is Business | Podcast (Worth a listen if you're self employed}

Retire Right | Podcast

money money money | Podcast

sort your money out | Book

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

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.

Fresh off the release of his first book - Retire Life Ready - we're joined by James Wrigley.

With the largest following on social media of any Australian financial adviser*, James is building his practice by talking to people on all the social platforms.

Which is why, in this episode, we studiously ignored talking about social media or marketing.

Instead, we wanted to know about his experience working within a larger firm:

• How do they structure their teams?
• What're the key considerations with managing the people around you?
• How are they sharing the work that James' public profile is bringing in?
• What are some of the challenges advisers face when working within a business that offers asset management as a product?
• Who does he have in his top 10 friends list on his MySpace page, and how does he avoid upsetting people in the office when he - inevitably - leaves them out?

*I think this is true?

CPD For this Episode: https://quiz.ensombl.com/NATH-25111312-08020001

- Technical Competence: 0.75

- Client Care and Practice: 0.25

James:

James.Wrigley@firstfinancial.com.au

James Wrigley - First Financial

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

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.

Index vs Active - it's the investment debate we all love to keep having.

Or, is it?

Because what's presented as a flat, binary choice is really much more nuanced. And, to be frank, boring.

More interesting to us - and what we explore in this week's episode - is the framework and process advisers build to help answer the many "what about"s that come up when we're building our own investment philosophy.

Because indexing is fantastic...but what about that concentration risk?

And active management has its place...but what about those costs?

There is grey here, which we love to explore!

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

To choose the episode you'd most like to see CPD for, visit the link below, and donate to Good Shepherd charity to lock in your choice.

Request past Episodes for CPD: https://forms.office.com/r/Nu2euRRQx7

CPD For this Episode: https://quiz.ensombl.com/NATH-25110619-27220001

- Technical Competence: 0.25

- Professionalism and Ethics: 0.75

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

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.