
Sign up to save your podcasts
Or


Interviews by Clayton Daniel
Join us on this exciting episode with Steve Crawford, Financial Coach & Adviser at Experience Wealth and Teacher at theXYacademy as the discuss about Cash Flow and a lot more. Watch it here.
Interviews by Ray Jaramis
Finding a personal loan with good terms can be challenging, which is why some borrowers consider peer-to-peer (P2P) lending. Crown Money Management is Australia's leading specialist in debt and money management and we are fortunate enough to have CEO Scott Parry join us to talk all things P2P lending solutions for his clients.
Interviews by Ray Jaramis
Finding a personal loan with good terms can be challenging, which is why some borrowers consider peer-to-peer (P2P) lending. Crown Money Management is Australia’s leading specialist in debt and money management and we are fortunate enough to have CEO Scott Parry join us to talk all things P2P lending solutions for his clients.
Interviews by Adrian Patty
This week we had Muneesh Wadha, Founder of Humanity in Business, to share his story on how they have been inspiring leaders who are creating highly engaged and purposeful businesses. They have also talked about how can advisers get their clients.
Interviews by Adrian Patty
This week we had Muneesh Wadha, Founder of Humanity in Business, to share his story on how they have been inspiring leaders who are creating highly engaged and purposeful businesses. They have also talked about how can advisers get their clients.
Interviews by Adrian Patty
Sam Robinson and Josh Winsgrove will delve into why they made the call to set up a board and how the did it. We'll discuss the benefits the challenges and the way other advice practices can do it as well.
Interviews by Adrian Patty
Sam Robinson and Josh Winsgrove will delve into why they made the call to set up a board and how the did it. We’ll discuss the benefits the challenges and the way other advice practices can do it as well.
In this episode we had Adrian Patty talk to Gavin Glozier from Your Wealth Hub about some of the stats around financial wellness program. Learn more of the prospective client journey and how has it been designed. Listen to what technology was helpful and how it affected the bottom line.
In this episode we had Adrian Patty talk to Gavin Glozier from Your Wealth Hub about some of the stats around financial wellness program. Learn more of the prospective client journey and how has it been designed. Listen to what technology was helpful and how it affected the bottom line.
In this episode of XY Live with Ben Nash, Adrian Patty, Phil Thompson and Naomi Christopher had a very informative Forum Chat with Dante De Gori, CEO of the Financial Planning Association of Australia (FPA). Listen here as they talked about Digital Advice and how it is changing the game. Learn about the role of the traditional adviser play in the future of advice and professional standards play out with technology.
Join our community on Facebook! In the interest of making people comfortable to share in confidence we require everyone to complete a short survey and acknowledge the intent of the group:
https://www.facebook.com/groups/XYAdviser
From the publisher's feed

13 Listeners

87 Listeners

45 Listeners

8,327 Listeners

45 Listeners

16 Listeners

68 Listeners

1 Listeners

13 Listeners

8 Listeners

27 Listeners

20 Listeners

0 Listeners

11 Listeners

0 Listeners