Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice
The Art of Trust #3
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:32:29
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Sinopsis
In this episode we discuss the importance of reliability when it comes to building trust with clients. Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers Andrew Inwood CEO of CoreData Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/ CoreData Website: https://www.coredata.com.au/ Jane Ryan Principal Adviser at Fox Wealth Advisory Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/ Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/ Anthony Jones Principal at Templetons Financial Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/ Templetons Financial Website: https://www.templetons.com.au/ Anne Fuchs Head of Advice at Australian Retirement Trust Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/ Australian Retirement Trust Website: https://www.australianretirementtrust.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore