Leading ideas and
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``industry’s best.
#237 transcript
“Founder of Wired Planning and Host of The Human Side of Money Podcast. He talks about specializing your …
#238 transcript
Lexi is the Founder at MoneyVine. Lexi helps mums become better with their finances by using cash flow …
#239 Transcript
Graham is the Managing Partner and Dean of Portfolio Construction Forum. He chats with Fraser about investor psychology …
Deeper Client Relationships at Scale #5 – Karolina Kuszyk
In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at …
Deeper Client Relationships at Scale #4 – Caren Hendrie
Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she …
Deeper Client Relationships at Scale #3 – Andy Fenton
Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals. …
Deeper Client Relationships at Scale #2 – Nicole Stuart
Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance …
#240 transcript
Glen returns to the XY Adviser Podcast to talk about how Fox and Hare Financial Advice has evolved, …