XY Adviser
XY Adviser
Feb 5, 2020
#160 Dylan Martin
Play • 48 min

Dylan has come up through the ranks from paraplanner, through to adviser, and finally buying out his former boss in a move for succession. He talks about that transition, and how he is dealing with the current round of industry changes.

Feel So Good Wealth Management Website: https://www.fsgwm.com.au/

Dylan Martin XY: https://www1.xyadviser.com/members/2210468

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

More episodes
Search
Clear search
Close search
Google apps
Main menu