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XY Adviser

Professional network for financial advisers www.xyadviser.com DISCLAIMER: The XY Adviser podcast and all content contained on XY Adviser is limited to factual information and does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.
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Now displaying: January, 2021
Jan 27, 2021

Francois is the Account Management Lead at Iress and Host of PROpulsion LIVE. He talks us through his experience with becoming a content creator during COVID, and how advisers can best represent themselves personally vs. professionally.

Francois du Toit XY: https://www1.xyadviser.com/members/3824801
PROpulsion Website: https://www.propulsion.co.za/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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/

Jan 26, 2021

Catherine is a Financial Coach and the Founder of The Money Panel, where she teaches Financial Planners how to incorporate coaching into their businesses, as well as helping women to have a better relationship with money.

Catherine Morgan LinkedIn: https://www.linkedin.com/in/catherine-morgan/
The Money Panel Website: https://themoneypanel.co.uk/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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/

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