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#282 James Wrigley – Transcript
James is a Principal at First Financial. He returns to the XY Podcast to discuss the lessons he’s …
#281 Jonathan Christie
Jonathan is the General Manager at Oreana Financial Services. He talks about the culture he brought to Oreana, …
#281 Jonathan Christie – Transcript
Jonathan is the General Manager at Oreana Financial Services. He talks about the culture he brought to Oreana, …
The New Normal for Income Protection #1
In this first installment we look back on how we got to where we are currently with Individual …
The New Normal for Income Protection #2
In this episode, our panel discusses the new mindset advisers should adopt to move forward as we settle …
The New Normal for Income Protection #3
In this installment we talk about the technical side of Income Protection product profitability, including the five levers …
The New Normal for Income Protection #4
In this episode we talk about the human side of IDII changes, from advisers and staff to claims …
The New Normal for Income Protection #5
In this final episode our panel discusses the future opportunities and threats during the final wave of changes.