S6E15 First Meetings

Challenge the Standard in Financial Advice · Oct 9, 2025 · 1h 6m

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 listeners - how…