S7E9 Implementation

Challenge the Standard in Financial Advice · Feb 12, 2026 · 1h 7m

This week, Nathan and Jordan try to answer the question - how involved should you, as an adviser, be involved in implementing your advice?

Well, they don't try all that hard, but they have a shot at it.

Starting at fairly opposite ends of the spectrum, they try to discuss:

Working out who's job it is to get the forms signed

If it's not your job, who's is it?

How involved should you still be, even if you're not the one doing the forms?

Now that how we get paid has been (should be?) severed from whether somebody implements our recommendations, does implementation have the same weight?

Why are…