37 min

The Art of Trust #4 XY Adviser

    • Business News

In this final episode in our four part series we explore “the feeling” of someone acting in your best interest, and how it's a vital building block in establishing a trusted relationship.
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/
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 final episode in our four part series we explore “the feeling” of someone acting in your best interest, and how it's a vital building block in establishing a trusted relationship.
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/
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/

37 min