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Sensitive client conversations
Episode 144 • 1st May 2025 • Financial Standard Podcast • Financial Standard
00:00:00 00:08:48

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Family planning, divorce, binding financial agreements – topics that are taboo for many financial advisers. Albeit sensitive, these are important issues that advisers should never shy away from.

To tell us why, Jordan Vaka, an independent financial adviser at Jordan Vaka PlanningSolo, and Cara Graham , principal wealth adviser at The Wealth Designers, join us in this podcast recorded at the 2024 FAAA Congress.

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