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#289 Shaun Hunt – Transcript
Shaun is the Director and Principal Adviser at Hunt Wealth. He and Ben chat about the evolution of …
7 MAR 2022 – Monday Market Highlights – Transcript
This week we cover the continuing impact of the Russian invasion of Ukraine, US non-farm payrolls, US ISM …
#288 Fraser Jack – Transcript
Fraser is XY Adviser’s own Head of Media and Podcast Host. He catches up with Jess to pass …
#35 Wouter de Witt – Transcript
Wouter is a Certified Financial Planner at Liberty Group and Co-Founder at Gravitas Tax. He and Louis discuss …
The blueprint for the successful advice firm of the future #1 – Transcript
In this first instalment, Fraser Jack is joined by Shan Chung, Client Development Manager from the Macquarie Virtual …
#287 Gavin Glozier – Transcript
Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He and Ben …
28 FEB 2022 – Monday Market Highlights – Transcript
This week we cover the market impacts of the Russian invasion of the Ukraine, including the impact on …
Building lasting client relationships in Financial Advice with Emily Blanch – Transcript
In this episode, we have Emily Blanch, Head of Community at XY Adviser. Em is an absolute legend …
#286 Tim Farr – Transcript
Tim is the Chief Operating Officer at Virtual Business Partners. He joins Andrew to talk about his key …
#34 Mariette Tappan – Transcript
Mariette is a Certified Financial Transitionsist Planner at Adviceworx and Financial Transitionist Institute. She joins Louis to talk …