Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

There’s a new wave of Financial Advisors emerging. They’re courageous, they’re status quo disruptors and they want to deliver great advice with purpose. And when it comes to purpose-driven advice, there’s arguably no one more determined than Tristan Scifo (LinkedIn:/tristanscifo) - the financial advisor, mentor and coach behind Purpose Advisory (www.purposeadvisory.com.au). Tristan is a proud optimist and passionate ‘equipper of people’ who helps clients discover a deeper understanding of themselves, identify their purpose and mould a wealth creation strategy to suit. He was also one of the 400 Dover Financial Advisors who were abruptly left without a license back in July 2018. So how did he bounce back from this challenge, and what has he been up to in his business? You’ll learn about this and much more over the next 45 minutes. Episode highlights: 3:30 - So Dover collapsed and you lost your new license. What did you do next? 12:14 - How are you blending fulfilment retreats with Financial Advice? 24:21 - Wh