Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice
#111 Donal Griffin
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:40:15
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Sinopsis
Donal Griffin (in/donalgriffin) of Legacy Law (www.legacylaw.com.au) is a specialist lawyer and ‘recovering’ Financial Advisor who is in the business of fighting families. Sorting out family fights that is. With over 25 years’ experience in legal affairs, Donal is proud to be known as the trusted legal advisor to families who are doing interesting things. Donal has also put together a course for the XY online training platform which provides several practical takeaways and examples of how advisers can not only start the estate planning conversation with clients, but own it. You can check out his course here - https://www.xyadviser.com/courses/how-xy-advisers-can-get-into-estate-planning/ Here’s some of what you’ll learn in this episode: 1:42 – Is a binding financial agreement really binding? How does it actually work? 9:00 – What a typical work week looks like for Donal and the situations his client’s get themselves into 10:11 – The ramifications of digital signatures with trust deeds and the effect this has