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The dark side of niching
In my last video, I (maybe) sold you on the benefits of niching. But it's not all sunshine and ewoks – you're going to have to get comfortable with ways of doing business that may seem counterintuitive at first. So, in this video, let's explore some of the potential downsides of going down this path:
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Why scaled advice is back on Nathan Fradley’s radar
Scaled advice never really took off. It always felt too time-intensive to gather all the context, or too resource-heavy to deliver. In this video, I explain why scaled advice is back on my radar, and how technology is making it easier than ever to deliver concise, targeted advice that still sits on a solid discovery…
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Beyond the balance sheet: How to add real value to retiring clients
Most of us got into this profession because we wanted to make a genuine difference to people's lives. And yet, if we're honest, it's easy to fall into a pattern where client reviews become a ritual of checking super balances, rebalancing portfolios, and ticking compliance boxes. For retiring clients especially, that…
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The break up
A few months ago, I completed one of the biggest professional decisions of my career: buying out my business partners and becoming the sole owner of our financial advice business. On paper, it sounds straightforward. We each owned shares in the business. My partners were mortgage brokers — great operators, good friends,…
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Second chances
I broke up with Xplan. I was done. Too many things needed to change in the relationship, and there was too little time for those changes to happen. But then, after a period of seeing other software, we got back together. Watch the video below to find out how the love affair was rekindled.
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What everyone gets wrong about niching
Despite popular misconceptions, niching isn't actually about demographics or specific types of advice. Instead, it's about delivering a tailored service at scale. In this video, I'll explain why.
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The biggest mistake I made with my fees
Let’s talk about one of the most common (and costly) mistakes I see advisers make when it comes to fees. I say this with love, by the way, because I used to do it too: I’d have a great first meeting, we’d agree on the scope and they’d pay the upfront engagement fee, which covered the SOA. (Or, back in the day, we’d wait…
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Why I strongly suggest you take on a PY adviser
When I first became an adviser, I was young, naive, overconfident and generally had no idea what I was doing. I’d spent many years as a senior paraplanner at a large practice with advisers specialising in all areas. And during those years, I’d developed enough knowledge that I figured, “Well, if they can do it, why can’t…
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When the engine stalls
My career began in the back office, which seems to be the norm when progressing through the ranks of a financial planning firm. The years I spent in this role gave me a good guide on how things should be done – from the ground up. The back office is called the engine room for a good reason; without it, we would stall. I…
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Why I'm dipping my toes into private markets
Over the past year or so, there’s been a lot of buzz around private markets. Whether it’s private equity, private credit or infrastructure, these asset classes are no longer the exclusive domain of institutions and ultra-high-net-worth clients. They’re becoming more accessible, more productised and more relevant to the…