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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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Sep 13, 2018

Chris Bates (LI: /christopherbates/) is one half of the brains behind new property podcast ‘The Elephant in the Room’ (www.theelephantintheroom.com.au/) which has already seen up to 300 downloads per day. It’s not your typical property podcast with Chris focusing on what buyers and sellers should and shouldn't do, whether or not we should trust real estate agents and how to play the 'auction' game.

In this episode, Chris (Director and Adviser of Wealthful - www.wealthful.com.au/) sits down with Ben and Clayton to discuss how his podcast has become an education piece for his clients, the impact and importance of behavioural finance (did someone say cognitive minimalism?), how Chris is streamlining his business processes before looking to hire and why staffing is such a pain point for new(ish) self-employed advisers.

 

XY Adviser Online Training Platform  -

https://www.xyadviser.com

General Disclaimer -

https://www.xyadviser.com/disclaimer/

 

This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.

They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.

If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.

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