James is Head Coach at Sufficient Funds and "Australia's Most Relatable Money Guy". He talks with Ben about the decisions he made that have driven his business growth, and how to build a rock-solid team.
James Millard XY: https://www1.xyadviser.com/members/2838349
Sufficient Funds Website: https://sufficientfunds.com.au/
This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier
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Dan is a Director and Life Risk Specialist at IMFG, the founder of Blatchy's Blues, and the winner of the 2021 ifa Risk Adviser of the Year Award. He chats about his business journey, from wanting to be a physio-therapist to ultimately landing in financial advice.
Dan Blatch LinkedIn: https://www.linkedin.com/in/dan-blatch-604070a/
IMFG Website: https://www.imfg.com.au/
This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier
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Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892
Rasiah Private Wealth Management Website: https://www.rasiahprivate.com.au/
This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier
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Adele is an award-winning Certified Financial Planner and the founder of The Savings Squad podcast and My Money Buddy. She returns to the XY Podcast to chat with Ben about her hacks for growing your business and team.
Adele Martin XY: https://www1.xyadviser.com/members/2403682
Adele Martin Website: https://www.adelemartin.com/
This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier
Join the XY platform:
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