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Episode details

In this episode, our panel discusses the new mindset advisers should adopt to move forward as we settle into the changes of IDII.

MetLife. Life, inspired by you. For more information, speak to your local BDM.

Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY
Affinitas Accounting Website

John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY
AFA Group Wealth Website

Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn
MBS Insurance Website

Dr. Jeff Scott
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn
Metlife Website

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You can get a transcript of this podcast here

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