Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

#19 Leaving Value on the Table with Mark Nagle

Informações:

Sinopsis

Interviews by Phil Thompson and Ray Jaramis We know that approximately 80% of Australians do not seek financial advice. Mark Nagle, Executive Director of Treysta Financial Life Management has a view as to why this is the case. It's about the value Advisers leave on the table. And no, he doesn't mean financial value.