Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice
Behavioural Investing Series #4
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:44:16
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Sinopsis
In this episode we discuss Risk Profiling and Advisers Investment Philosophy, including where we can start, and where we should stop. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/ Dr. Katherine Hunt Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/ David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.com/in/david-be