
Sign up to save your podcasts
Or
Adele Martin may just be one of the most famous guests ever interviewed on the XYPN Radio podcast. She's a recent recipient of the prestigious Independent Financial Advisor Excellence Award based on the innovative strategies she's using to expand her firm's reach while keeping costs low. This Australian planner is disrupting the industry down under with her fee-only firm, Experience Wealth.
Adele provides an international perspective on the evolution of fee-only planning. Australian financial planners have transitioned to a business climate that is heavily regulated by the government. She shares a fascinating glimpse into the business environment as we discuss the impact of the new laws on firms and their customers.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/74
4.6
134134 ratings
Adele Martin may just be one of the most famous guests ever interviewed on the XYPN Radio podcast. She's a recent recipient of the prestigious Independent Financial Advisor Excellence Award based on the innovative strategies she's using to expand her firm's reach while keeping costs low. This Australian planner is disrupting the industry down under with her fee-only firm, Experience Wealth.
Adele provides an international perspective on the evolution of fee-only planning. Australian financial planners have transitioned to a business climate that is heavily regulated by the government. She shares a fascinating glimpse into the business environment as we discuss the impact of the new laws on firms and their customers.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/74
3,188 Listeners
724 Listeners
549 Listeners
2,001 Listeners
458 Listeners
851 Listeners
232 Listeners
773 Listeners
107 Listeners
117 Listeners
113 Listeners
699 Listeners
16 Listeners
23 Listeners
20 Listeners