S7E13 Playing Well With Others

Challenge the Standard in Financial Advice · Mar 12, 2026 · 1h 9m

Financial advice is a fairly solitary pursuit - the burden sits heavy on our individual shoulders.

But, does it necessarily need to be so?

In this week's episode, Nathan and Jordan explore how advisers can, and are, work collaboratively to help meet our clients best interests.

From sharing ideas, discussing cases and referring to specialists within the profession, the opportunity to find the best advice for your client, has never been greater.

But how do we do it? Especially now that we are seeing so much specialisation within advice - what's the 'best' way to bring in other advisers to help…