Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

In this first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have come from, and how that has shaped our mindsets and limitations of what advice could be in the future.  To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/ Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/ Geoff Ivanac Financial Planner at Real Life Financial Planning Geoff Ivanac LinkedIn: https://www.linkedi