Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Kylie is the Founder and Director at Performance Advisory Group. She and James discuss the intergenerational wealth transfer and the importance of advisers understanding and adapting their communication and strategies to meet the unique values, goals, and challenges of Baby Boomers through to Generation Z and beyond. Kylie Denton LinkedIn: https://www.linkedin.com/in/kyliedenton5/ Performance Advisory Group Website: https://performanceadvisorygroup.com.au/ Visit Sharesight for more information on how they can support your practice: https://ensombl.com/go/20250306 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/