S6E16 Expectations

Challenge the Standard in Financial Advice · Oct 16, 2025 · 1h 2m

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 their expectations…