Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice
Creating Generational Wealth #1
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:42:49
- Mas informaciones
Informações:
Sinopsis
In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss the importance of creating generational wealth through client-centric, emotionally intelligent financial advice that focuses on understanding clients' personal goals, building trust, and facilitating meaningful conversations about legacy and wealth transfer. Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/ Tribeca Financial Website: https://www.tribecafinancial.com.au/ For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/