Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights on risk profiling, highlighting that truly understanding a client's money personality, values, and life goals is far more important than a simple compliance-driven questionnaire, and that financial advice is fundamentally about education, trust, and helping families navigate their long-term financial journey. Wayne Lear LinkedIn: https://www.linkedin.com/in/waynelear/ Financial decisions aren’t just about numbers. They’re about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312 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/