S6E17 Referrals

Challenge the Standard in Financial Advice · Oct 23, 2025 · 1h 10m

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 also…