45 min

Tech Trends Series #3 XY Adviser

    • Business News

In this installment we focus in on content marketing, and how it's become a huge part of the advice tech stack.
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/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/

In this installment we focus in on content marketing, and how it's become a huge part of the advice tech stack.
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/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/

45 min