Afca public
[search 0]
More
Download the App!
show episodes
 
Welcome to the Challenge the Standard podcast - a podcast for financial advisers, by financial advisers. Your hosts, Nathan Fradley and Jordan Vaka, will examine the biases, fixed thinking and status quo in advice. In every episode, we'll dive deep into the world of financial advice, questioning the norms, sparking new ideas and exploring how we could do things better. Our goal is to elevate our professional practices and 'uphold and promote the standards of our profession. So, whether you'r ...
  continue reading
 
Artwork

1
The Edge of Adventure with Adam Asher

Rugged Compass Entertainment

Unsubscribe
Unsubscribe
Monthly
 
The award-winning podcast that takes us around the globe and into the real-life adventure of genuine service. Join Adam Asher as he interviews servant leaders and visionaries from some of the most inspiring humanitarian organizations in the world. Thank you for subscribing and sharing. For show notes, the video version of the podcast, links to additional platforms, and to learn more: TheEdgeOfAdventure.com/podcast Get Adam's new mobile app and join the community of those who seek adventure a ...
  continue reading
 
Loading …
show series
 
On this week’s episode of Inside the Headset, we sit down with Payton Pardee, the Special Teams Coordinator for the San Antonio Brahmas. In this conversation, Coach Pardee discusses landing his first coaching job, learning how to recruit and manage rosters, and the uniqueness of his experience coaching in the UFL. Coach Pardee is preparing for his …
  continue reading
 
This episode of our Professional Year 'mini-series' is all about that pathway from university to the world of advice - and where the PY piece fits into that entire puzzle. Nathan and Jordan are joined by Alisdair Barr of Striver, a key player in the recruitment, training and retention of new talent in advice. Alisdair takes us through: Their ambiti…
  continue reading
 
In this week's episode, Jordan and Nathan are continuing their exploration of the Professional Year. They're joined by Phil Thompson from Skye Wealth this week, who with his characteristic openness and generosity, shares the structure they've built to help people grow through the PY. Phil explains: The structure they've built to bring on, develop a…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Jacksonville State Safeties coach, Brandon Napoleon. In this conversation, Coach Napoleon discusses how he broke into the profession, the lessons he learned as a young coach, and how he works to take advantage of every opportunity he is given. Coach Napoleon is …
  continue reading
 
So, what's the deal with this professional year thing? How's it work, why do we have it, what's wrong with it - what's right with it? In this week's quick episode, Jordan and Nathan introduce the framework for their upcoming series on the Professional Year (PY). Specifically, why they're doing this. Why bother dedicating multiple episodes to someth…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Moravian Head Coach, Jeff Long. In this conversation, Coach Long discusses how his background as a teacher helped him in coaching, how he grew as a young coordinator, and being handed the keys to the Moravian program. Coach Long is in his second season leading t…
  continue reading
 
Financial advisers were up in arms a few months ago, at the introduction of a new 'lite' version of financial adviser being introduced to the market. These 'Qualified Advisers' wouldn't have the obligations of fully fledged advisers, and clients would be vulnerable to the same harms we've all spent years trying to eliminate. Yet - there's already a…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with West Georgia Running Backs coach, Reid Sanders. In this conversation, Coach Sanders reflects on the moment he realized he wanted to pursue coaching, his early experiences leading a team as a young coach, and his time as a high school Head Coach. Coach Sanders is…
  continue reading
 
This week's episode sees Vanessa Bennett, from Next Evolution Performance join Jordan and Nathan which, given how often her work has been referenced on this podcast, is timely! In this episode, Vanessa discusses: The corrosive impact ambiguity can have in the workplace. How an awareness of neuroscience can empower leaders to build the best environm…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Furman Defensive Coordinator, Duane Vaughn. In this conversation, Coach Vaughn discusses his career with Furman, how he has continued to develop as a coach, and his experience in the AFCA 35 under 35. Coach Vaughn is in his 13th season with the Paladins and was …
  continue reading
 
Working out how much life, TPD, trauma and income protection insurance someone needs used to be a key part of a financial adviser's training. But with the decline of insurance, Nathan and Jordan thought it might be worth revisiting this crucial, but often controversial topic. They discuss: how they each come up with their insurance coverage recomme…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Widener Head Coach, Mike Barainyak. In this conversation, Coach Barainyak discusses his passion for the game of football, how he strives to serve his players, and the importance of being where your feet are. Coach Barainyak is in his sixth season at Widener and …
  continue reading
 
This week on Inside the Headset – Presented by CoachComm, we sit down with Danny Wuerffel from the Wuerffel Foundation as he reflects on his playing career, shares his passion for community service, and talks about the Allstate Wuerffel Trophy and its collaboration with the Allstate AFCA Good Works Team. A former Heisman Trophy winner and National …
  continue reading
 
There are two incredibly significant days in the life of any business owner - the day they buy it, and the day they sell it. Which is why Nathan and Jordan have invited Steve Prendeville of Forte Asset Solutions on to the pod this week. Steve's been a key part of the M & A landscape for financial advisers for long enough to give clear insights on: …
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Southern Illinois Defensive Coordinator, Antonio James. In this conversation, Coach James discusses getting his start at the high school level, navigating job changes, and learning from every experience he has. Coach James is in his third season at Southern Illi…
  continue reading
 
SMSFs - we've got a few thoughts on them. And, well, you should know before listening that those thoughts are really far from positive. In this week's episode, Jordan and Nathan do what they can to annoy those advisers out there using SMSFs responsibly. They don't do it deliberately - they're here to call out the rogues, the one-size-fits-all, conf…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Missouri State Head Coach, Ryan Beard. In this conversation, Coach Beard discusses the value of building genuine relationships, taking leaps of faith to advance his career, and his AFCA 35 Under 35 experience this past January. Coach Beard, a member of the 2023 …
  continue reading
 
This week's episode sees independent financial advisers Nathan Fradley and Jordan Vaka unpacking another very niche, very specific topic for their fellow financial advisers - retirement villages. Not Aged Care facilities, which are different again. But rather the over 55s, 'lifestyle', retirement villages becoming more and more popular with our on-…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Illinois Head Coach, Bret Bielema. In this conversation, Coach Bielema discusses starting out at his alma mater, working with legendary coaches, and the impact coaches can have on their players. Coach Bielema, who just began his fourth season at Illinois, was re…
  continue reading
 
AFCA. All advisers will have an opinion on the ombudsman. Good, or more frequently, bad. But what if there's more to the story? What if, perhaps, AFCA has been a convenient boogeyman for people to throw at advisers as part of their compliance regime - "well, you know how AFCA can be, so you better put it in our 96 page SOA template, just to be sure…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Wisconsin-Eau Claire Defensive Coordinator, Brady Grayvold. In this conversation, Coach Grayvold discusses getting his start in the high school ranks, taking advantage of opportunities you are given, and the uniqueness of football in the Upper Midwest. Coach Gra…
  continue reading
 
What do you do if a new client comes in, having received poor advice from another adviser? On this weeks episode Jordan and Nathan discuss the complexity that comes with dobbing in poor advice including Assessing if it is infact poor advice, Whether you should speak to the adviser yourself, Whether the client wants to do anything about it & If this…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Mayville State Head Coach, Rocky Larson. In this conversation, Coach Larson discusses becoming a college coach at 18, finding his voice as a young coach, and the importance of building a staff that fits the culture of the program. Coach Larson is entering his fi…
  continue reading
 
There's no such thing as a pre-nup in Australia right? That's at least what many people believe. This week, Jordan and Nathan welcome special guest Jemma Mackenzie from Forte Family Lawyers on the podcast to dispell that myth, and explore the how and why of Binding Finanical Agreements for people before a relationship, during a relationship or afte…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with CSU Pueblo Defensive Coordinator, Caid Faske. In this conversation, Coach Faske discusses how he got his start as a student assistant, the uniqueness of Division 2 football, and his AFCA 35 Under 35 experience. Coach Faske is entering his second season with the …
  continue reading
 
Going out on your own isn't for the faint of heart - it's intimidating, stressful and plain old hard. However, it can also be tremendously rewarding building your own thing, the way you think it should be done. So this week, Jordan and Nathan explore what it looks like to really go out on your own. Between them, they've started more than their shar…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Mount Union Head Coach, Geoff Dartt. In this conversation, Coach Dartt discusses experiencing success as a player and a coach, navigating health issues, and becoming the head coach at his alma mater. Coach Dartt is entering his fifth season leading Mount Union a…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with McMurry Defensive Coordinator, Will Snyder. In this conversation, Coach Snyder discusses growing through adversity, chasing his goal of becoming a coordinator, and loving and caring for the people you interact with. Coach Snyder is entering his third season as t…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Stony Brook Head Coach, Billy Cosh. In this conversation, Coach Cosh discusses following in his dad’s footsteps as a coach, developing as a young coordinator, hiring a staff as a first-time head coach. Coach Cosh, a member of the 2020 AFCA 35 Under 35 Class, is …
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Kansas running backs coach, Jonathan Wallace. In this conversation, Coach Wallace discusses starting out in the NAIA level, building relationships with your players, and how to navigate the profession with your spouse. Coach Wallace, who is entering his fourth s…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Western Kentucky Offensive Coordinator, Drew Hollingshead. In this conversation, Coach Hollingshead discusses getting established in the coaching profession, working under legendary coach Mike Leach, and becoming an Offensive Coordinator for the first time. Coac…
  continue reading
 
In this week's episode, Nathan and Jordan examine a big issue that ALL practitioners are going to have to confront in their career - our client's capacity to provide details, instructions and decisions with our advice. Nathan and Jordan discuss: What IS client capacity and what are the different forms it takes? Why should financial advisers care? W…
  continue reading
 
Financial advice is financial advice. Simple, right? Well, not when you think about the evolving spectrum of options we advisers have to choose from. Do you want to focus on technical advice? Product advice? Goals-based advice? Or values-based advice? Or something different again? What are these different approaches, what motivates these distinctio…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with USF head coach, Alex Golesh. In this conversation, Coach Golesh discusses his approach to recruiting, how he learned and developed as a young coach, and how he built his staff as a first-time head coach. Coach Golesh who is entering his second season in Tampa, w…
  continue reading
 
Has the advice profession ever been as united as it is now in the face of the Compensation Scheme of Last Resort? Nathan and Jordan have certainly spent more time than is healthy railing about it - even to the point of alluding to these eye-rolling sessions of exasperation in recent episodes. But instead of just ranting and raving, we thought the m…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Chris Klieman, the head coach at Kansas State. In this conversation, Coach Klieman discusses how he focuses on preparing his players for life after football, how he makes himself present as a Head Coach, and why he chose to join the AFCA’s Board of Trustees. Coa…
  continue reading
 
It's that time of year again! Where we advisers put ourselves under huge amounts of pressure to meet the deadline of the end of the financial year. From superannuation contributions to CPD points to those hardy souls still running on a year-end FDS regimen, it's a time of strain, pressure and, to be honest, sacrifice. So Jordan and Nathan spend som…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm, we sit down with Dominique Bowman, the Defensive Backs coach at Temple. In this conversation, Coach Bowman discusses his approach to interviews, getting an early start in the profession, and how he used social media to build his reputation. Coach Bowman is entering his second se…
  continue reading
 
Risk advice is dead - but nobody seems to have told this week's guest, Phil Thompson of Skye Wealth. Phil's a business person who happens to own one of the fastest growing and, to our knowledge, most efficient risk-only practices in the country. In this week's episode, he helps us better understand: The perpetual evolution of systems, processes and…
  continue reading
 
On this week’s episode of Inside the Headset – Presented by CoachComm we sit down with Chennis Berry, the head coach at South Carolina State University. In this conversation, Coach Berry talks through the journey he took into the coaching profession, the impact that building relationships can have on your career, and coaching HBCU football. Coach B…
  continue reading
 
On this episode of The Extra Yard, AFCA Executive Director, Craig Bohl, sat down with Steve Hatchell and Matthew Sign of the National Football Foundation. Steve Hatchell serves as the President and CEO and Matthew Sign serves as the COO of the NFF, which is an organization that strives to support football student athletes in their pursuit of academ…
  continue reading
 
In this week's episode, Jordan and Nathan discuss the Professional Year. We're a few years into this addition to our profession, so they discuss it from a few different perspectives: How it compares to how other professions tackle the idea of on-the-job experience. the opportunities it offers new advisers, employers and the profession as a whole. s…
  continue reading
 
On this weeks’ episode of Inside the Headset – Presented by CoachComm, we sit down with Brennan Marion, the Offensive Coordinator at UNLV. In this conversation, Coach Marion discusses why building relationships with players is central to who he is as a coach, how he has continued to grow as a coach, and the origin of the Go-Go Offense. Coach Marion…
  continue reading
 
If you're a financial adviser for long enough, you're going to come up against one of life's inevitabilities - the death of a client. And, because you're a diligent financial adviser, your client will have been well prepared. Insurance in place. Estate planning sorted. Wealth invested soundly. But, Nathan and Jordan ask in part of of a double-episo…
  continue reading
 
This week on Inside the Headset – Presented by CoachComm, we sit down with Anthony Goliver a defensive GA at UCLA. In this conversation, Coach Goliver discusses his transition from serving in the US Marine Corps to coaching at UCLA, getting the opportunity to coach on-base while in Japan, and his future goals in the profession. Coach Goliver is a 7…
  continue reading
 
On this episode of The Extra Yard, we sit down with Clark Flatt of the Jason Foundation and Dr. Don Arterburn of Baylor Athletics to discuss mental health awareness. May is Mental Health Awareness month, and Mr. Flatt and Dr. Arterburn talk about preparing coaches to recognize warning signs of mental health struggles in their players and staffs, ho…
  continue reading
 
If you're a financial adviser for long enough, you're going to come up against one of life's inevitabilities - the death of a client. And, because you're a diligent financial adviser, your client will have been well prepared. Insurance in place. Estate planning sorted. Wealth invested soundly. But, Nathan and Jordan ask in part 1 of this double-epi…
  continue reading
 
This week on Inside the Headset – Presented by CoachComm, we sit down with Van Malone, the Assistant Head Coach and Corners coach at Kansas State. In this conversation, Coach Malone discusses his journey into the profession following a successful NFL career, his passion for developing young athletes, and his commitment to pushing for minority inclu…
  continue reading
 
Look, I'll be honest - I don't really know how to caption this episode. It's chaotic, it's hilarious, it's interesting and it was fun as all get out to record. We're joined by James D'Apice, of Gravamen Law and the Coffee and a Case Note podcast. And, wooee, does it get wild. Belt up, listen in and join us for the ride. Plus, you can reach James vi…
  continue reading
 
This week on Inside the Headset – Presented by CoachComm, we sit down with Jason Simpson, the Head Coach at UT Martin. In this conversation, Coach Simpson discusses the importance of using your network, being willing to self-evaluate and change for the betterment of the team, and joining the AFCA Board of Trustees this year. Coach Simpson is enteri…
  continue reading
 
Loading …

Quick Reference Guide