XY Adviser
XY Adviser
Oct 26, 2021
Tech Trends Series #2
Play • 1 hr

In this episode we discuss Tech Trends, such as how Millennials have been brought up as digital natives, the use and structuring of data, and how the client experience sits at the centre of it all.

To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change

Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 Patrick Flynn Website: https://patrickflynn.info/

Hayley Pearse Adviser and Operations Manager at Caboodle Financial Services Hayley Pearse XY: https://www1.xyadviser.com/members/2920308 Caboodle Financial Services Website: https://www.caboodlefs.com.au/

James Sutherland AFSL Manager at KDM Financial and Estate Planning James Sutherland XY: https://www1.xyadviser.com/members/2486387 KMD Financial Website: https://kdmfinancial.com.au/

Cara Graham Financial Adviser and Director at The Wealth Designers Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/

Matt Heine Joint Managing Director at Netwealth Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.com.au/

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