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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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Now displaying: May, 2020
May 27, 2020

Brought to you by Zurich and Onepath - two brands with one vision.

Rick Kahler specializing in the integration of financial coaching, financial therapy, and traditional financial planning, attracts a nationwide clientele in the US. Co-author of four books on the psychology of money: Conscious Finance, The Financial Wisdom of Ebenezer Scrooge, Facilitating Financial Health, and Wired For Wealth.

Rick Kahler Linkedin: https://www.linkedin.com/in/rickkahler/
Kahler Financial Website: https://kahlerfinancial.com/

General Disclaimer – https://www.xyadviser.com/disclaimer/

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

May 25, 2020

Brought to you by Zurich and Onepath - two brands with one vision.

Social Worker with a history of working in NGO’s leading and supporting teams of professionals.

Matthew Morris Linkedin: https://www.linkedin.com/in/matthew-morris-782a2a78
CCFSS Website: https://ccfss.org.au/
Episode Notes: https://vetoviolence.cdc.gov/apps/phl/resource_center_infographic.html

General Disclaimer – https://www.xyadviser.com/disclaimer/

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

May 20, 2020

Brought to you by Zurich and Onepath - two brands with one vision.

Dr. Ann Dadich is an Associate Professor within the Western Sydney University School of Business. She is also a registered psychologist, holds editorial appointments with several academic journals, and chairs the Australian and New Zealand Academy of Management (ANZAM).

Episode Resources: https://docs.google.com/document/d/1UWliDNxpF0Xj1i2PaaNCAtw7dZYW0afwPtdsK4DoL38/edit?usp=sharing
Dr. Ann Dadich Linkedin: https://www.linkedin.com/in/ann-dadich-40669214/
WSU Website: https://www.westernsydney.edu.au/staff_profiles/WSU/associate_professor_ann_dadich

General Disclaimer – https://www.xyadviser.com/disclaimer/

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

May 18, 2020

Brought to you by Zurich and Onepath - two brands with one vision.

Dr. Somers specializes in the growing new field of financial psychology. She trains and consults broadly with financial services professionals; touching on topics about reasons why clients may fail to follow good advice, the psychological factors at play during major life transitions, and the hazards of mental depletion.

Dr. Moira Somers Linkedin: https://www.linkedin.com/in/moira-somers/
Money, Mind and Meaning Website: https://moneymindandmeaning.com/

General Disclaimer – https://www.xyadviser.com/disclaimer/

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

May 13, 2020

Brought to you by Zurich and Onepath - two brands with one vision.

Eric is a seasoned financial advisor and wealth coach with over 30 years of experience in financial services including many years at BNP, Merrill Lynch, Fiducian Financial Services and now as The Wealth Farmer. He is a goal-orientated advisor that puts strong emphasis on building great relationships.

Eric Priebee XY: https://www1.xyadviser.com/members/2227979
Wealth Farmer Website: https://wealthfarmer.com.au/

General Disclaimer – https://www.xyadviser.com/disclaimer/

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

May 11, 2020

Brought to you by Zurich and Onepath - two brands with one vision.

Daniel is a clinically trained psychologist who grew up around financial planning. Author of Behavioral Investor, TEDx speaker, and Chief Behavioral Officer at Brinker Capital.

Daniel Crosby Linkedin: https://www.linkedin.com/in/danielcrosby/
Brinker Capital Website: brinkercapital.com

General Disclaimer – https://www.xyadviser.com/disclaimer/

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

May 6, 2020

Brought to you by Zurich and Onepath - two brands with one vision.

Csilla is head of operations at XY and has spent the last 18 years in financial services. She also lectures at university teaching the next generation of advisers.

Csilla Skultety XY: https://www1.xyadviser.com/members/2664886
XY Adviser Website: xyadviser.com

General Disclaimer – https://www.xyadviser.com/disclaimer/

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

May 4, 2020

Vanessa's background covers financial services and physical fitness, and now works as a high performance coach specialising in mental fitness.

Vanessa Bennett Linkedin: https://www.linkedin.com/in/high-performance-coach-vanessa-bennett-neperform/
Next Evolution Performance Website: https://nextevolutionperformance.com/

General Disclaimer – https://www.xyadviser.com/disclaimer/

Brought to you by Zurich and Onepath - two brands with one vision.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

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