Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Engine Room Podcast #26 - Alysia Laird

Informações:

Sinopsis

This week, Andrew is joined by Alysia Laird, Principal Adviser at Zebra Tailored Wealth. They take a peek under the hood of her practice, and talk about how she expanded her solo practice, the technology they use to provide visual advice to clients, and her plans to continue growing the business. Alysia Laird LinkedIn: https://www.linkedin.com/in/alysialaird/ Zebra Tailored Wealth Website: https://zebratailoredwealth.com.au/ Alisdair Barr LinkedIn: https://www.linkedin.com/in/alisdairbarr/ Security In Depth: https://securityindepth.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231107 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/