XY Adviser
XY Adviser
Sep 20, 2022
The Art of Trust #1
Play • 49 min

In this first episode we discuss the behavioural side of building trusted relationships, and how we can work that into our business plan.

Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers

Andrew Inwood CEO of CoreData Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/ CoreData Website: https://www.coredata.com.au/

Jane Ryan Principal Adviser at Fox Wealth Advisory Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/ Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/   Anthony Jones Principal at Templetons Financial Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/ Templetons Financial Website: https://www.templetons.com.au/

Anne Fuchs Head of Advice at Australian Retirement Trust Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/ Australian Retirement Trust Website: https://www.australianretirementtrust.com.au/

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