Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial advice, the importance of setting clear goals and working towards them, the challenges of maintaining a healthy work-life balance, retirement planning, and building trust with clients through honesty and transparency. Laura Kelly LinkedIn: https://www.linkedin.com/in/laura-kelly-aa9a77147/ Securinvest Financial Group Website: https://sifs.com.au/ This episode is proudly sponsored by Challenger https://ensombl.com/go/20240627 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/