Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their financial assets, documents, and sentimental stories across generations, aiming to solve wealth transfer challenges and deepen adviser-client relationships through a comprehensive digital wealth management solution. Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-tubman-2a190a193/ HeirWealth Website: https://www.heirwealth.com/ To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250515 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/