Leading ideas and
research from the
``industry’s best.
#81 Dante De Gori
“Second only to your health is your financial wellbeing. We [the driven and passionate advisers] have a big …
#80 Mike Weeding & Sean Brennan on Digital Innovation for Financial Advice
There’s developing a standard business model of advice, and then there’s being at the forefront of digital innovation …
#79 Daniel Murray on Integrating Empathy and Financial Advice
In this episode, you’re going to hear how a children’s story about a rhino and a monkey can …
#78 Clayton Daniel & Adrian Patty
XY Adviser started when a handful of curious financial advisers wanted to know what others in the industry …
#77 Caitlin Iles on Understanding and Disrupting Venture Capital
Caitlin Iles’ (@ms_iles) story is one we’re sure Universal Studios wish they could get their hands on. After …
#76 Berin Delforce on the Entrepreneurial Journey of a Financial Adviser
After ‘retiring’ from the unique Latvian sporting code that is Novus, Berin Delforce (@stickmanwealth) of Stickman Wealth Management …
#75 Warrick Pleash on Understanding Cryptocurrency as an Adviser
We think it’s fair to say that despite being one of the most debated topics within the XY …
#73 Clayton Daniel & Ben Nash
For those eagerly awaiting a smooth and sultry solo podcast from Clayton Daniel, unfortunately (or fortunately?!), thanks to …
#72 Chris Bates
Chris Bates of Wealthful is the Financial Adviser and Mortgage Broker with a very unique (and very successful) …
#71 Fred Schebesta
“Our mission is to be the Amazon of Comparison sites” – Fred Schebesta When it comes to Fred …