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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, 2022
Jan 31, 2022

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

Join the XY platform:
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Jan 26, 2022

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

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Jan 24, 2022
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management and Host of the Rich with Purpose Podcast. He joins Ben to talk about the "people side" of his business, and why building the right team is critical for delivery.

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

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 17, 2022

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:
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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