S9E4 Client Portals

Challenge the Standard in Financial Advice · Oct 15, 2026 · 1h 5m

"I just want milk that tastes like real milk."

Fair to say that what started as a serious topic went off the rails pretty quickly - but today's topic was, ostensibly, client portals.

What are they, why do we have them, who wants them (hint: nobody, really), how can we use them and who benefits?

Nathan and Jordan explore this topic, proposing that security and connectivity should be our primary targets here - while also accepting just how challenging the existing ecosystem makes that.

If nothing else, we've found our theme for this season - spend your time defining your problem, not running…