S6E11 Social Media Success with Deline Jacovides
Challenge the Standard in Financial Advice
Release Date: 09/14/2025
S7E1 Why You Should Attend Conferences, with Glen James
Challenge the Standard in Financial Advice
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...
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S6E20 The James Wrigley Episode
Challenge the Standard in Financial Advice
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...
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S6E19 The Investment Dilemma
Challenge the Standard in Financial Advice
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...
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S6E18 Ethics of CPD with Clayton Daniel
Challenge the Standard in Financial Advice
How much of your actual development as a professional is being captured via your CPD obligations? Are you only doing 40 hours of learning across the year? Or are you constantly learning? If the latter, then join us this week as we chat with Clayton Daniel of CPD Check. Best known for his central role in the rise of the Ensombl platform, Clayton has turned his eye to expanding and democratising the CPD accreditation process. And he's gone even further and agreed to allow us to submit all future (and up to 20 past) CTS episodes for accreditation! That's right - you'll be able to get CPD...
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S6E17 Referrals
Challenge the Standard in Financial Advice
Referrals. We all need them. We all want them. And we're all, to some degree, getting them. But what works? Why does it work? And, critically, what doesn't work? In this week's episode, Nathan and Jordan have a shot at unpacking this huge and critical topic, to discuss: How advisers can easier find clients they like working with The two key problems all business owners face Why those of us who aren't charged with finding new work should take a moment to appreciate how difficult that job can be Their own (mis)adventures when it comes to finding more people they like to work with - who...
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S6E16 Expectations
Challenge the Standard in Financial Advice
We're getting philosophical again this week, but unlike our other meanderings up our own backsides - this one has real value for listeners*. Nathan realised recently that our job as advisers comes down to one, big concept: expectations. Helping clients recognise, articulate, explore, challenge and achieve their expectations. This seed of an idea triggered a conversation that touches on: The gap between aspirations and expectations (and whether the value of our advice sits in there) The power of challenging a clients expectations What you can achieve by asking a client about...
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S6E15 First Meetings
Challenge the Standard in Financial Advice
We can all agree that the first meeting is crucial. But - why? What are you looking for out of that meeting? What makes the first meeting a successful one? What's your intention for this meeting - and for the entire process around it? In this week's episode, Nathan and Jordan unpack what they think makes a good first appointment, what they've seen other advisers doing and what they've learned from talking with people like Brendan Frazier. With the now-customary digression into sceptical naivete and dissection of their own, internal processes, this episode is all about asking...
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S6E14 Trusts & Div7A In Divorce with Ashley Taylor
Challenge the Standard in Financial Advice
We're joined this week by Ashley Taylor, accredited family law specialist from Lander & Rogers. Ashley's here to help us unpack the trickier financial complexities that can arise in divorce negotiations, including: Family trusts in all their wonderful permutations Why it's not as simple as 'if you're the appointor, it's in the pool' How intergenerational trusts are looked at in the settlement process What a Div7A loan is - and why family lawyers treat them very carefully Some of the things, flags and points financial adviser can look out for when helping their clients navigate their...
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S6E13 Private Assets
Challenge the Standard in Financial Advice
We've thought about doing an episode about private credit, equity and markets for a while now - but couldn't ever work out the right angle to take on such a big topic. Then the news cycle swooped in and gave us the link we never knew we needed - between private credit investments and Target Market Determinations (TMDs). This is a big topic, and Nathan and Jordan do their best to: Define just what all these private market investments are Acknowledge the tough path last week's news will have left for advisers who've recommended these products Why they don't use these products in...
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S6E12 Roll for Niche
Challenge the Standard in Financial Advice
You've heard the experts (and these two mugs) repeatedly say "you should niche". But they never pay you the courtesy of explaining how. Well, let us rectify that oversight in this week's episode by giving you one, easy answer: "Roll a dice". Or, more accurately, a set of D&D dice. This week, Nathan and Jordan set up a number of different categories and roll the dice to build out and explore potential niches. Not to build a business around them, but instead to demonstrate some of the thinking, considerations and options that come from building out your own financial advisory...
info_outlineWhat's stopping you from being more active on social media? From a professional perspective, that is - I'm sure you're forever taking photos of your meals on your own account.
But when it comes to work (or your business), what's stopping you from getting your voice out there?
Is it shyness? Impostor syndrome? Perfectionism? Disdain?
Or a mix of the above?
Well, that's why we asked Deline Jacovides from Mazi Wealth on for this week's episode, because she has entirely grown her business using social media.
And she helps us by running through:
- The low(er than previously) time investment she makes in her overall marketing each month
- How many new leads 3 posts per week have earned her over the last few months
- The biggest bottleneck in her business
- Why her intentions in starting her social media presence matter
Our hope in this one is to inspire at least one listener to start sharing more of themselves on social media. For the commercial and economic benefits, yes.
But also because there are a lot of other great people out there that you might get to meet. And the longer we're in this game, the more we're beginning to realise that it's the people you meet and work with along the way that make the biggest impact.
Except for that one person at Deline's Brisbane FAAA presentation - they'll probably think it's all a bit "pointless".
Deline
No phone number. Natch.
Nathan:
Jordan:
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.