XY Adviser
XY Adviser
Aug 17, 2017
#44 How to Add Value to Clients Around Property with Chris Bates
Play • 47 min

Interviews by Adrian Patty and Phil Thompson

In this episode of XY Live, Christopher Bates of Wealthful has focused a lot on the property conversation with clients over the last few years. He has been a Financial Planner and Mortgage Broker based in Sydney and Melbourne. He will be sharing how he incorporates it into his advice offering, what the challenges have been and his hot tips for advisers wanting to expand their engagement and service in this space. He will be also be sharing how his conversations take place around helping clients understand when there's a conflict between their goals.

More episodes
Clear search
Close search
Google apps
Main menu