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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: December, 2020
Dec 21, 2020

David from The Updated Estate shares his story regarding his involvement in the AMP class action lawsuit.

David Haseldine LinkedIn: https://www.linkedin.com/in/davehaseldine/
The Updated Investor Website: https://www.theupdated.com.au/

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Dec 16, 2020

Kate Holmes from Innovating Advice returns to the XY Podcast to discuss not only the struggles advisers faced in 2020, but also the triumphs and achievements they've made throughout a trying year.

EDITORS NOTE: The children's book mentioned is the "Financial Confidence for Kids" Series by Dr. Mara Catherine Harvey and Mariajosé Gajate Molina

Kate Holmes LinkedIn: https://www.linkedin.com/in/kateaholmes/
Innovating Advice Website: https://www.innovatingadvice.com/

This episode is proudly sponsored by HUB24

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Dec 14, 2020

Steven Kerbel is the Director And Financial Planner at South City Brokers. He talks about his spiritual goal of touching people in a meaningful way, and creating a life changing moment through advice for both clients and advisers.

Steven Kerbel LinkedIn: https://www.linkedin.com/in/steven-kerbel-b163b57/
South City Brokers Website: https://www.southcitybrokers.com.au/

This episode is proudly sponsored by HUB24

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Dec 9, 2020

Alysia is the Principal Adviser at Zebra Tailored Wealth, and she talks us through her unique journey from becoming a financial adviser to starting her own business.

Alysia Laird XY: https://www1.xyadviser.com/members/2445087
Zebra Tailored Wealth: https://www.zebratailoredwealth.com.au/

This episode is proudly sponsored by HUB24

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

Dec 2, 2020

Julia Scott is the founder of Love Luck Wealth and an expert in Money Mindset. She discusses how changing your attitude and emotions towards money is important for creating wealth.

Julia Scott LinkedIn: https://www.linkedin.com/in/julia-scott-b64596195/
Love Luck Wealth Website: https://www.loveluckwealth.com/

This episode is proudly sponsored by HUB24

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

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