Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice
Wellness: A Key Foundation for the Practice of the Future #2
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:47:57
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Sinopsis
In this episode, Ryan is joined by Harry and Tristan from Purpose Advisory. They talk about how mental health interlinked with physical and financial health, and how advisors can identify when a client may be struggling. Harry Goldberg LinkedIn: https://www.linkedin.com/in/harry-goldberg/ Tristan Scifo LinkedIn: https://www.linkedin.com/in/tristanscifo/ Purpose Advisory Website: https://purposeadvisory.com.au/ Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/ Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018 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/