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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: June, 2020
Jun 24, 2020

Baz is one of Australia's most well known industry thought leaders. The rapid success of the Social Adviser eight years ago helped move financial advice into the 21st century.

Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/
The Social Adviser Website: https://thesocialadviser.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

Jun 22, 2020

Louis is a South African adviser who has built a values driven and efficient financial planning company. He is passionate about helping his clients change the way they feel about their money.

Louis van der Merwe XY: https://www1.xyadviser.com/members/3061061
Louis van der Merwe Website: https://www.louisvdmerwe.co.za/

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

Jun 17, 2020

Thabojan has spent years diving into a high-tough, high-value advice process. His aim is to produce successful clients through an in depth onboarding process to truly understand his client before providing any advice.

Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892
Rasiah Private Website: https://www.rasiahprivate.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

Jun 14, 2020

Paul has the #1 community, and one of the top courses on XY. He is a marketing specialist who focuses on helping advisers acquire new clients.

Paul Giannotti XY: https://www1.xyadviser.com/members/2858456
Authentic Advice Community: https://www1.xyadviser.com/groups/1987160/feed
Content Marketing for Financial Advice Course: https://www1.xyadviser.com/courses/1815743/about
Authentic Advice Website: https://authenticadvice.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

Jun 10, 2020

Jordan is a Senior Investment Manager at Perth Mint. He has a qualified view of this unique asset class as the former Head of Investment Analytics at AMP Capital Multi Asset Group. He has written two books on gold and the economic system, and has been working in financial markets for 25 years.

Jordan Eliseo Linkedin: https://www.linkedin.com/in/jordaneliseo/
Perth Mint Website: https://www.perthmint.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

Jun 8, 2020

Host of the Conneqtor community on XY, Virtual CFP® for Elite Frequent Flyers, and Creator of The Virtual Advisor System for NextGen Advisors.

Derek Notman XY: https://www1.xyadviser.com/members/3643865
Virtual Advisor System Website: https://www.virtualadvisorsystem.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

Jun 3, 2020

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

Maria is head of mental health and wellness at Zurich Onepath.

Maria Falas Linkedin: https://www.linkedin.com/in/maria-falas-2287a22b/
Zurich Website: www.zurich.com.au/
FSC Mental Health Paper: https://fsc.org.au/news/psychosocial-fsc-kpmg
RACP Health Benefits of Good Work: https://www.racp.edu.au/advocacy/division-faculty-and-chapter-priorities/faculty-of-occupational-environmental-medicine/health-benefits-of-good-work

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

Jun 1, 2020

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

Multiple award winning adviser, head of advice at Pivot Wealth, and cofounder of XY Adviser, Ray decided to complete an applied psychology degree once he had already begun his financial planning career.

Ray Jaramis XY: https://www1.xyadviser.com/members/2204279
Pivot Wealth Website: https://pivotwealth.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

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