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XY Adviser

The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.
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Archives
Now displaying: September, 2017
Sep 22, 2017

Interviews by Ray Jaramis

Finding a personal loan with good terms can be challenging, which is why some borrowers consider peer-to-peer (P2P) lending. Crown Money Management is Australia’s leading specialist in debt and money management and we are fortunate enough to have CEO Scott Parry join us to talk all things P2P lending solutions for his clients.

Sep 15, 2017

Interviews by Adrian Patty

This week we had Muneesh Wadha, Founder of Humanity in Business, to share his story on how they have been inspiring leaders who are creating highly engaged and purposeful businesses. They have also talked about how can advisers get their clients.

 

Sep 10, 2017

Interviews by Adrian Patty

Sam Robinson and Josh Winsgrove will delve into why they made the call to set up a board and how the did it. We’ll discuss the benefits the challenges and the way other advice practices can do it as well.

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